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Updating Project Schedule dates using Excel Spreadsheet (duration causing issues)
I have a schedule that is thousands of lines long. I have a .xlsx file with my unique identifier (Schedule Item #) in one column, activity description, start, and end dates in my file. My Smartsheet settings are set to automatically calculate the duration of the duration in a separate column based on the start/end dates.…
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco
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Maximum Concurrent Tasks
Working with a multi-family developer building multiple apartment buildings on the same project. Trying to get in front of bottlenecks in the schedule where we're expecting multiple crews in multiple buildings and end up short staffing or over staffing. For instance, Row 58 the Framer should be starting Task "Wall Framing"…
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Merged: Scheduling activation or deactivation of forms
This discussion has been merged.
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Attach File on Schedule
Can Smartsheet, on a schedule, pick a file from a SharePoint folder and upload it as an attachment to the sheet?
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Is there a way to generate an alert/block on Smartsheet, in case a schedule causes overallocation?
Hello everyone, On Smartsheet, I have a workspace containing a series of sheets (one for each active project) where various resources are planned. Both on Smartsheet and Resource Management, each resource has 8 hours/day available (i.e., 1 day = 8 hours). If I schedule a resource on two different sheets, assigning it to…
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
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View Multi-Day Tasks in a Report Grouped by Day
I have built a scheduling tool in Smartsheet for my Team to track standard, ad hoc, training, and PTO. I have setup a report that pulls scheduling data from multiple sheets with tasks grouped by start date. I use this report to see how my Team is scheduled during a given week. Unfortunately, in this report, tasks that…
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Creating daily work schedule for individual team members (from a master project grid).
Hello, I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool. The system is…