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Using Sheet Summary for Duration and Want to Color Code in Reporting?
We are using sheet summary to show how long each project is in each phase by using =duration1 (or whatever the line number is). My question is - is there a way to color code it a certain color if the phase is still in progress, or on hold, etc, but we have moved to a new phase and it then shows a certain color then in…
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Auto populate cell based on contents in two other cells in the same sheet
Hello - I've created a intake form to populate a sheet senior management will use for their assigned markets. Management has requested a link in the sheet to a report based on the contents in "Action Plan" (Yes) and "Market" (dropdown with 40+ city names). The manager would use the link to view the report without having to…
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Merged: Allow users to export a report from a WorkApp
This discussion has been merged.
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Chart from Metric sheet
Hi all! One of the projects I am working on is using a metric sheet to roll up information. When I create a report from this, to then display on a dashboard, the report shows the column headers. Being a metric sheet, the column headers are generic (Column3, Column4, etc.) as the data within the column varies based on which…
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自動化（Automation）での更新依頼メールから”シートに移動”が表示されないようにしたい
こんにちは。いつもお世話になっております。 自動化の機能を使って、シートの共有者（＝担当者）に内容の更新依頼を定期的に出しています。 担当者へはSmartsheetから自動でメールが届き、「リクエストを開く」のリンク先の更新フォームから情報の更新をお願いしています。 このメールには「シートに移動」というリンクがあるのですが、このリンクを表示されないようにする方法はありますか？ シートには担当者には共有したくない情報も含まれているので、担当者へはそれら情報を除いたレポートを作成して共有しております。 一方で、シートから担当者とコメントのやり取りやレポートからの情報入力をしてもらいため、シート自体も担当者と共有をしています。…
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Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
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Can you make alerts for upcoming due dates from a report? Or send out a weekly report?
I have several people on my team. Everyone has their own projects as well as tasks they are assigned to in other people's projects. I currently have a report that pulls each persons individual tasks that they have coming up, although I am looking to see if there is a way to get notifications of upcoming tasks based off the…
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Assigning Multiple Resources
I've seen posts going back 3 years that address this subject, and it's little mind blowing that a feature as basic and essential as this does not seem to be possible yet. My team works on multiple projects each day, and each project has at least three different team members assigned to it at once. Without the ability to…
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Is anyone else losing their mind over the changes Smartsheet is making without announcing it?
I don't understand why Smartsheet changed these icons? They no longer match what is used in a Workspace or Folder. When I teach Smartsheet, I use the icons (sheet/grid, report, dashboard, template, folder, workspace) to help people understand at a basic level what Smartsheet is made up of. THESE make absolutely NO sense…
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Department specific Dashboards and manual updates to Reports
I have created department-specific Dashboards to make tracking department specific tasks easier for the end users. However due to limited knowledge, it's a very manual process each time a new site is added to the project timeline. I have to go into each report I've created for each department. How can I go about utilizing…