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Reporting on the current week
I would like to create a report that would show what needs to be focused on in the current week and I am defining "what" according as follows: 1) Each group of projects (smartsheets) should be bundled into a report; one report for the entire program of projects. Each group has its own report. 2) The individual tasks are…
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baseline - actual dates
This post is in regards to this post below. I would like to get in touch with Jeremy michels to see if he will share the sheets he references with me.Any help will be appreciatedThanks so muchLouise Jeremy Michels601 ptsApril 5, 2015 8:30 pm I do the added columns now. We use it for both schedule and budget reasons. If you…
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Formulas and Sheet Saving
All of the sheets in my solution have a date column for "Today". =TODAY() I use formulas in several other columns to determine if the checkbox column for Current Qtr should be checked. (same for Previous Qtr and Next Qtr) I use the checkboxes in report filters. Problem: Because my formulas are updating sheets daily, I have…
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Report Not Finding Matches
I'm working on creating a report, but keep failing to have any matches pulled from my Smartsheet when I run it. I know that there are rows that satisfy the fields I'm looking for, and can't figure out why matches aren't being found by the report. I don't have a 'who' included for the report, so I'm guessing that's the…
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Resource allocation by project, not by person
Hi, i like the resource allocation views but in addition to knowing what people are working on, I'd like to see what we are using our resources on by project. so rather than seeing that Sue is allocated 50% to project A and 50% to project B, I'd like to see a list of all of our projects and how many of our resources we are…
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New Features in Smartsheet: Enhanced Delivery Options for Sending Sheets, Reports, and Update Reque
Our enhanced delivery options let you choose the frequency of requesting updates, sending sheets, or distributing reports at a more granular level.Sending sheets and reports or requesting updates with an automated system offers peace of mind to not only you, but also your team, management, partners, and stakeholders. It…
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Mobile App for entering data into SmartSheets...
hi. Is there any mobile app which acts as WebForm for filling up smartsheets? i m looking for a solution in which my team members can enter data from their mobile app - which goes into smartsheet... just like Webform - but without going to that URL of webform... We are trying to track our Sales Leads - by asking sales team…
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Tracking Assigned Tasks
Dears, How to view a specific person tasks on smartsheet, i assign multiple tasks for multiple users so what is the best way to keep informed or to check the update of a specific person tasks. Thanks.
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Finding the most recent date for one person
I work at an University and we are trying out smartsheet for keeping a log of when instructors have taught. In one sheet I have a column for the start date of the course, the end date, the name of the course and the instructors name. I am wondering if there is a way to pull the most recent date that an instructor has…
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Reports and Linking Sheets
Hi all. Right now I have a master sheet I use for recording sales leads, that I then assign to specific people. We have in-house sales reps that I've created reports for - they have access to the master sheet so no problems. The subcontractors however dont have access to the master so Im left to linking sheets - which…