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Filter Templates?
Hi. I am creating a series a schedules for my company to track activity in the different zones we are working from. My question is, is there a way to create filter templates? For example, if I am creating weekly and daily schedule reports can I copy/paste or make a template for a filter? Learning how to use this software…
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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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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Flexible Duration value when calculating scheduling dates
It would be useful for the Duration to be dynamic (e.g. linking cell to a cell in another sheet or to contain a formulae) as part of the scheduling calculation to automatically derive the start/end dates for tasks in a Gantt Chart. It is quite common in a construction project for the Duration element of a task to be based…
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Week over Week Variance?
Hey Smartsheet Friends! We are operating in a Construction Environment where we are tracking an entire build schedule, start to finish. At the beginning of the project, we set the baseline to track the original start and original finish date. This allows us to understand the length of time that we deviated from schedule…
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Slot scheduling conflict within a date range
Hello Smartsheet Masters, I am making a scheduler sheet for equipment slots. The sheet contains these columns: Conflict (Checkbox), Row (Dropdown list), Slot (Dropdown list, multi-select enabled), Start Date, End Date. I would like the Conflict cell to be automatically flagged if any one or more slots have already been…
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Index/Collect returning #INCORRECT ARGUMENT SET
Hello, Community! I'm trying to bring in the value of the Available? column from the Availability sheet into the same named column on the Schedule sheet where: (1) Rescheduled on Schedule sheet matches Team Member on Availability sheet and (2) Start on Schedule sheet matches Date on Availability Sheet. My current syntax…
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Combining IF/AND/OR to return a value when multiple criteria are met
Hi Everyone, I am trying to filter out tasks on my Gantt chart occurring over the next three weeks. We found a good combination of filters that works for reports, however I want to be able to create a filter like this for the sheet so that the tasks can easily be edited in real time. Sheets do not allow for the hierarchies…
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Report on tasks for the next 3 weeks
Hello, I am trying to create a report view of my company's work schedule that only shows tasks happening over the next 3 weeks. I have tried using a combination of filtering by start and end dates in the next or last ____ days, however the problem is that it doesn't capture every task. For example, if there is a one-month…
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Legacy Resource Management & Multiple Contacts
Hi Community, I am working on a project that has several sheets. The sheets have multiple tech's assigned to each project on the same row. Does Legacy Resource Management not work if the contact column is shared? I'm missing quite a number of my resources whom are all part of my account. Thank You!