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Resource Allocation and Manipulation
Hi, I am new to Smartsheet and I am trying to create a view for my team where I can see all of the tasks, across multiple sheets (projects), that individual team members are assigned. In other words I want a view where I can see all assigned tasks, with task names, who the tasks are assigned to, dates, and a Gnatt chart if…
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Showing Milestones in Sights
I use a Sight as a dashboard, so I created a report to pick up only entire schedule for each project. i.e. I have 5 "bars" in the report, represents 5 projects. And I want to show milestones with each bar. Can I do it? If so, how? Each bar is cell-linking so I can go each sheet (project) if I click and see milestones. But…
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Reports
Good afternoon, We have shared some reports with sub contractors that we would like them to be able to edit. How do we just let them edit the report and NOT be allowed to edit/access the sheet the report is coming from?
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Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
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Please help with a formula!
I am looking to compare Year to Date numbers, and I'm having a hard time figuring out a formula to do so. I've attached a sample screen shot. At the end of the day, I'm trying to add a metric into a dashboard that shows 2018 vs 2019 year to date. I created the "YTD" column that shows the value of the last column that has…
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Tracking Progress
Is there a solution that can be shared to assist me in sharing progress at intervals? For examples, I have a dashboard that lists the projects and the % completion, at any given time. I would like to have that dashboard, show (let's say) % complete on 12/31/18 then % complete on 1/31 etc. There is a need (want) in our…
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Calculating Awarded Estimates
I have a running list of estimates we submit. when we are awarded the project that column gets checked. im looking for a way to scan the entire column and report back the percentage of estimates we have been awarded to the total number we have quoted to date. I would also like then to check how many awarded projects have…
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Trouble with including one row across multiple assignee reports
Hi friends, Having a bit of difficulty setting up a series of over/under reports. I'd like the report to pull any project with the employee's name matched in the "Resource name", and only pull projects where the "Resource status" is set to "Active" (or "not Inactive" to pull anything where we may have made an error). This…
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Unable to edit smartsheet items in Microsoft Teams
Hi all, I have a client that uses Smartsheet and will be joining our Microsoft tenant shortly. I created a Smartsheet account to familiarize myself with it and connect it to Microsoft Teams. I've created a tab and connected a sheet/report and it's showing me (View only) on Teams unable to edit. I granted a co-worker Admin…
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Advice Needed to Optimize Workflow
Hello, I am looking to build a workflow for a review process in Smartsheets. There are multiple stages to this review process. For example, the item is submitted for Group A review. It must be approved by Group in order to be Submitted to Group B. What would be the best and most user friendly way to track who is reviewing…
