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Creating a Milestone Sheet (referencing project plan)
Hi All, I have created a project plan in Smartsheets and am tracking milestones using tags How do I create a separate sheet which only shows me milestones, its start/finish (i.e start=earliest start date with a particular tag, and end=latest end date with a particular tag), its % completion (based on the milestone tag) and…
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Template question
Hello. Is there a template or template set for change management within Smartsheet that currently exists? Thank you!
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Use Predecessors for a Shared Start Date and Extended End Date
I am working on a marketing project plan template, and some of our campaigns spend multiple days in market. Tracking the performance of these projects happens for the duration of the project plus the duration of an attribution window. Example: An email campaign launches on 4/1 and runs through 4/7, and any email leads…
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Using Formulas for Start Date/End Date in Project
Hi Smartsheet community, I am working on creating an automated Gantt chart based off another sheet that I am using to run an Agile project. It is not going well. My 'source' sheet is a grid that shows each of our deliverables and iterations. I have used an index-match formula to bring that data into the Gantt chart so the…
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Sharing Dynamic View & Dashboard with Non Users requiring sign up
Is there a way to share Dynamic View and Dashboard access to non-users without requiring them to sign up for smartsheet?
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Linking directly to files from a dashboard?
I understand there is no way to link directly to a file from dashboard unless it is in a cloud-based storage program. Has anyone found a workaround? We don't use this kind of storage and I want to be able to link directly to files. Saving as images wont work either, as we have 10+ files to link to, and want to organize…
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Formula to Roll Up Task Status
Hi All! I am looking for some help with a formula that I haven't been able to find in the community already. I'd like to roll up my Status column to the parent rows with the following conditions: Parent shows as Not Started if: All children are either Cancelled or Not Started. Parent shows as In Progress if: Even one child…
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Formula to Flag or Not Flag
Goal: Flag when the due date is in the next 7 days No flag when the due date is BLANK or more than 7 days in the future Two formulas that seem to work separately: =IF(Due Date2 <= (TODAY() + 7), 1, 0) =IF(ISBLANK(Due Date2), 0) Anyone know how I can combine these formulas to make both work?
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Automation in Portfolio Rollup Sheet Not Working Properly
I have a portfolio rollup that is exclusively made up of cell links from all of the metadata sheets from the various projects we are tracking. In an attempt to remove the complexity of managing the project I wanted to automatically archive metadata lines from the rollup via automation. An example of the process flow is:…
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Red Flag If Statement and Children function
Hi All, first of all, I am new here, so thanks for every help in advance. I did do some research in the forum and tried to figure it out myself, even trying to adapt similar codes to mine, but just couldn't figure out a solution that works. I have a "Task at Risk" Column that shows a red flag when the task will be do the…
