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Best way to have limited view to sheets withouts needing them to login to smartsheet.
I am not sure which way to go here! I have an intake sheet where different plants can fill out a form with their plant location and other information that all populates to that one sheet. I would like to have the option for when the general managers want to look at how their plants are doing, they can see just their…
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Way to calculate parent row % Complete in other columns (like % Complete) for SPI.
We have a Planned Value column that is based on Start and End dates and a SPI column that is based on Planned Value and % Complete. Our Planned Value column is used to show what the task % Complete SHOULD be for the project where the % Complete is what the ACTUAL % Complete for the project is. The SPI uses %…
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External Reporting
Hello - I am trying to create an external report where I only want certain rows (such as with checkbox) but I do not want to put a filter on the report because then the external resource could then expand the data. Is this possible?
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Dashboard Reporting (chart) for Incremental Claim days
I have a Primary Sheet and I have several individual Reports based # of days a claim has been opened: >30, 5-9 days, 10-14 days and 15-30 days. The Primary Sheet has a column that drives the logic for these reports. Meaning, the column reports # of days since the claim has been opened. I am wanting to report on the…
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Request to add task assignment filter to the Smartsheet Resource Management Reporting module
I currently can only see the total hour assigned to a resource on a specific day. I would like to have it broken down even further to see what tasks and the hours associated with each task. Then I can create reports to share out to team members and team managers so they know what tasks are being worked on over a specific…
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Help Article updates - February 2025
Hello Community, We’ve published the following new collection of articles that highlight specific capabilities for builders: Basic Builder Learning Track: Intake to archive Basic Builder Learning Track: Project settings Basic Builder Learning Track: Reporting Basic Builder Learning Track: Visualizing process performance To…
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Help on project status reporting solution requested!
Hi all - I am tasked with the following and need some assistance and hope you can help. Firstly, let me tell you up front that our organization does not have now. nor can we purchase Control Center, Dynamic View, or any other add-ons at this time. The good news is that my ask MAY not require any, but let me tell you my…
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Proofing - Comments to persist across all versions
Currently, once a new version of a proofing document is uploaded, it is not possible to see the comments made on a previous version. This makes it extremely difficult to effectively review the new version and ensure all comments have been addressed. Options are now limited to, copy and pasting the comments out of the proof…