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Automation Error
Not sure if this is the right place for an automation error or not. I have previously asked about returning a value once (not sure if my link would work for everyone or not). I was able to get it to work with a metrics sheet, a helper column, and a copy rows automation. However, the ID I used for that one, is only valid…
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Arrange meetings from within SmartSheet
Hello, Is it possible to arrange a meeting from within SmartSheet - instead of using Outlook. That way one could send a meeting invitation where the SmartSheet document would be an attachment similar to Outlook process. Thanks, Sigurdur
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Notification When a Date Changes
I am trying to work with formulas and notifications so that if a person does not change a date in a cell, then they are sent an email reminder. Once they change the date in the cell, they won't be sent the reminder. In the picture above, somebody will manually enter the Due Diligence Date. The Site Development and Hard…
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=SUMIF for calculating budget on multiple rows.
Hi! I have a sheet that breaks down different accounts. Some line items within an account will have a cost associated with it. I want to be able to calculate the cost of those line items per account. If I do a simple =SUM formula, it gets confused as things are added, changed, filtered etc. I tried to write a =SUMIF and it…
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formulating dates excluding weekends
I have 3 columns with different dates. My goal is to enter 1 date, and have the other 2 dates formulated based off the 1st date. I created a formula to satisfy this need, but I am ending up with some dates falling on weekends, which I cannot have. Is there a way to correct this issue without enabling dependencies and…
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Project Management with Multiple Subprojects
Hello! I'm looking for recommendations on the best (aka easiest) way to create and manage subprojects within a project. Our current systems are set up to have 1 project number, 2XXXXX, with several subproject numbers, 3XXXXXX, depending on how many phases and shipments of the job there are. The subproject numbers are…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
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Project Metadata Sheet within Project Management Office Template Set
I downloaded the project management office template set and wondering a few things. Do I copy the "Project Template" folder and rename it for every different project? I'm assuming the "Portfolio Level" folder (and its contents) does not get copied. This is the portfolio level "summary" of all the projects that I will…
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Formula to find the average word used in a column
Hi, Is there a formula I can use to find the average "word" used in a column? For example, I want to find the average of these words from the drop-down list: Cheers! Ann
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Compile a list of unique values
I've been playing around with this all day. I'm trying to figure a way to compile a list all the unique values in a given column (in this case, business entities/customers). I'm matching that against an "Inactive" checkbox and trying to end with a list of all customers with currently active projects. Ideally in a report so…
