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"Live" source template sheet
We have projects running with long and complex workflows and thousands of tasks - so we need to break these down into multiple sheets (dozens), and then use reports to extract data from tasklits to time-tracking and budget burndown. However - if we need to change the structure or components of the sheet in any way ( extra…
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Procore and Smartsheet Sync for Budgets/Forecasts
Hello, We're starting to integrate our construction team into our broader Smartsheet project pipeline for new construction projects. I'm wondering if anyone has had any success or guidance on how to pull budget and forecast data from Procore into Smartsheet. Thanks, Dylan
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How can I create a Task/ To-Do List for each team member?
Hello, Looking to develop a task list for team members from our Project Tracker. Our sheet runs left to right and uses Column Headers to organize information rather than using Parent/Child row hierarchy. Currently, each step of the project has an expected completed date (automated by formula), an actual date column…
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Dynamic Drop Down in Forms
Hi, I've tried googling and searching the forum but cannot find an answer for my use case. As part of a 2 stage project approval process I want to create a form that has a dropdown option to select project ID numbers from a list of projects that have passed the first stage. e.g. If I have 3 projects PROJ01, PROJ02, PROJ03…
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Project Pricing Calculator
We are a small consulting firm; we use SmartSheet's Project Tracking and Rollup solution for all our projects. We would like to add a project pricing calculator to our tool set. Before trying to create this myself, I'm hoping someone else has a solution you're be willing to share. We already tried to do this in an Excel…
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How to automatically include project names in automated update requests and forms
Hi, I have several projects that follow the same breakdown structure, when Smartsheet sends automated update requests, users are receiving these notifications don't know which specific project the request is referring to. I noticed that the project name is not an automatically included in all update requests for different…
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How can I use allocation % properly to create accurate durations?
Hi there, My consulting company uses Smartsheet heavily and has been using Resource Management to track budgets, hours, fees, and time entries. Within that, I've encountered a challenge and I'm hoping that you all can help. Example: Work item in project Smartsheet takes 16 hours, but the duration of the work item is 21…
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How do I gather and display info for this dashboard widget?
Hello Everyone! I have a dashboard that is tracking the progress of several projects. My audience had requested a visual representation of where each project is in the PM Phases Initiation, Planning, Execution, Monitor and Control, Closure I have created a sheet summary report that shows in words where each is is but they…
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Unlock enhanced team efficiency with board view—now generally available!
Hi Community, We're SO excited to announce that board view – the agile-for-everyone solution from Smartsheet is now available. From managing Agile sprints to marketing campaign calendars and beyond, board view streamlines project tracking with a visual layout that keeps teams on the same page as work items progress. Board…
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How To Have Risk Column Automatically Update Based On Certain Conditions
Hello, Can anyone help me write a formula based on the following conditions. Risk Status = "Green" if the following conditions are met: [Delivery Confirmed] is checked Risk Status = "Gray" if the following conditions are met: [Release Date] is Blank Risk Status = "Red" if any of the following conditions are met below:…
