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Smartsheet Budget Formulas
Hi, I would like to know the formula for the due date of every month to calculate the receivables and Payables. For example, I have the data with amounts and due date of the payment. How can I input the formula, grab the amounts by the due date of every month. Please let me know.
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Report planned work on a weekly basis
Is there a way to know the estimated % of work to be done every week? I didn't find a report about this, but this will be very helpful to track the overall execution of a project. Example: week 1=5%; week 2=18%; week 3=24%; week 4=32%; etc...
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Create a report form from single line entry
Hi, we use Smartsheet to track customer requests and action plan to resolve. I am setting up a webform for quick entry and would like to print a "report" or something that is easy to pass on to the appropriate person. It would need to be for only one line on our smart sheet page. I know I can click on the line and "Send" -…
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Help Us Improve Smartsheet - 2 minute survey
Hello all, My name is Jeilymar Brady and I am the User Experience Coordinator with Smartsheet UX Research. Please fill out this survey, should take about 2 minutes: http://www.surveygizmo.com/s3/3515357/SmartsheetSurvey This is a quick survey we would love for you to take so we can gather some insights that will help us…
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Simplified Resource Management
Hello! I am attempting to develop a simplified resource management tool that would allow me to see what users are working on what projects/tasks based on the email in the Assign To column. I do not require the time allocation, just name/email and the number of assigned tasks across multiple sheets and workspaces. Some of…
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Pre-select certain rows for export to PDF
Community: I run a regular export of a Gantt chart to PDF, and select pertinent rows to include in said report. I do this daily, and currently, have to go in and manually Ctrl-Click to select the same rows over and over... I know I can make these rows at a high level, and then collapse the items below, but the way the plan…
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Workaround for Editing a Report Without Full Access
Hi, I have a crucial missing piece to a workflow of mine which would allow my customers to edit my Smartsheet Reports in order to make their "selections" on my products. The issue I'm having is that I cannot share the sheets associated with my reports with my customers because there is information on those sheets that I…
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Summary Reporting from a Single Smartsheet
I have a single sheet used to log test defects. From this sheet I've created a summary section at the top for Open Items and Items by Status. I need to create another summary "Item Status by Sprint versus Production". I've tried Reports but this does not allow adding a summarization of the data (equivalent to an Excel…
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Helpful Things I've Discovered About Smartsheet (Long)
I've been using Smartsheet for about 2.5 years now and gradually discovered how great it is for many tasks within a our small consulting company. While I originally started using Smartsheet for its project scheduling capabilities on large projects, I've ended up using it for much more. During that time I've discovered many…
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Restore an "All" Where? functionality
It would be generous to call this an enhancement request. While I applaud the improvements to the Reporting (they are noticeable and appreciated), the inability to have an "ALL" for the Where? is a severe loss of functionality. I have many sheets and workspaces shared to me. They do not all exists at the time of Workspace…