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Has anyone used Smartsheet for production resource scheduling?
My company is still relatively new to Smartsheet. We have a project template that is working well for us. However, we also would like to also find a way to use Smartsheet to help us plan/schedule our production resources. We want to be able to line up projects, machine hours, and labor (non smartsheet users) so that when a…
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CONFLICT COLUMN (Shows where issues are when scheduling)
I have started to develop a CONFLICT column, that is, a column to show/ highlight where the same ASSIGNED TO/ RESOURCE/ MACHINE has been allocated on the same day, thus identifying potential conflicts in the schedule. The columns counts the number of instances where the START DATE and ASSIGNED TO are the same and only for…
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How To Have Risk Column Automatically Update Based On Certain Conditions
Hello, Can anyone help me write a formula based on the following conditions. Risk Status = "Green" if the following conditions are met: [Delivery Confirmed] is checked Risk Status = "Gray" if the following conditions are met: [Release Date] is Blank Risk Status = "Red" if any of the following conditions are met below:…
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Change start date without breaking dependencies
Hello, how can I change the start date without breaking the Predecessors? I want to keep the predecessors and be able to change the start date. i want the assignee to update the start date and at the same time i want to keep the duration for the tasks locked, and automatically delay the next task (dependent). example: lets…
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Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
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Creating Linked Sections of a Schedule
Hi first an introduction to what I am doing. I am a construction manager and I am exploring Smartsheet to up the efficiency. Call it R&D if you will. I wanted to describe what I am looking for without filter , I hope an expert tells me if it is feasible. The function I am looking for is this: I have different parts of the…
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Populating Multi_contact_List column through Alteryx
I have an Alteryx designer reading in tasks from multiple smartsheet schedules that have a responsibles column with multiple contacts. I want to rewrite those contacts into the one schedule I am writing to, but when the contact is read in, it is converted to TEXT_NUMBER and Alteryx won't let me write to the Multi Contact…
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Employee Shift Schedule - Daily: Monday Through Saturday
Hello, I need help creating a sort of shift schedule to send out to my employees at the beginning of each week around 6 in the morning, while being able to send a notification to them if they have to go somewhere else. Example of Change of Location notification: If they are at a construction project at 8 in the morning,…
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Email Report Summary of Tasks at risk - ONLY IF 1 or more tasks are "At Risk"
Hi, I have a colum "at risk" in my sheet, id like to set up a report that sends to summarise all items at risk, i have the report set up this is really simple and no issue. How do i go about restricting the report to only send if 1 or more items meet the criteria, rather than sending a daily blank report and me having to…
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Meeting Scheduling Management Templates?
Hi Everyone! I hope you're well. I've looked through a gazillion topics and postings and not quite finding what I'm looking for. I'm hoping you can help me with either a template or suggestions (the former is preferred). Basically what I'm needing is a way to track meeting scheduling (not project-related) for scheduling…