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At Risk Flag triggered by upcoming due date and/or past due, and % complete less than 100%
Hi, I'm looking for formula help with the at risk flag. Goal: If target finish date is within 7 days OR past due, and % complete is less than 100%, then activate flag. when % complete equals 100%, flag can deactivate. =IF(AND([Target Finish Date]@row <= TODAY(7), [Target Finish Date]@row >= TODAY(), Status@row <>…
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Use date and status to define RYG balls
Hey all, Trying to make a simple task management sheet, using today's date and the task status to define a Red, Yellow, Green or Grey ball. If end date is today or later, AND status is not complete or cancelled, green If end date is today -1, AND status is not complete or cancelled, yellow If end date is today -2 or…
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Move or copy row workflow results in empty rows in destination sheet
I have set up a few workflows that copy rows from an interim calculation sheet into a destination sheet for history/time series purposes. Whenever I set this up, I run a few test cases to make sure it working okay before I let the scheduled workflow take care of this automatically. This means, I have a few test rows that I…
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Calculate total of each entry from multiple drop down selections.
I have a database which is filled by clients through form. In Area column, the clients will update the area from their house where the issue is located. It is multiple selection. Screenshot attached. In my metrics sheet, I want to find out the total number for each entry. When I put 'countif' formula, it only considers…
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How to have a report exclude certain items
Hi, I'm trying to build an action item report that only shows approved items that do not meet certain criteria. So in the smartsheet, there is a check box for a document attached and several columns for links to other places. I would like to have the report include only items that are marked as approved (a dropdown column)…
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How do you pull information from the selected sheet when building a project using Control Center
Here is the situation: We have setup Control Center to build a project workspace from sheets. There are also several dashboards and a separate summary sheet. We are pulling information from the separate summary sheet into the dashboard. A number of other sheets (currently 5 but this will grow) have been identified as a…
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Resource Management Tool
I'm looking at how I can migrate project plans (Omniplan) into Smartsheet to then use the resource management element to see people's capacity and adjust the schedule to smooth delivery. Has anyone done something similar or have any learnings they can share with me please? Also, attached is a screenshot of the resourcing…
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Row and Sum calculations for Capacity Management
So, until we get 10k feet, I am trying to figure out how much of our team's capacity is spent on projects or operations work. In the sample below, I'd like to know how much time teams and sub teams spend on Projects, Operations, Enhancements, and Admin. There may be muliple project, operations, or enhancement rows. I'm…
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Alert based values in two columns
Hi, I have a total inventory column and a reorder point column. I'm trying to make my sheet alert someone when the inventory falls below the reorder point. I can't seem to figure out how. I know I'll need a helper column. I thought I'd do a check box and then have the alert set to when the checkbox is checked. But I can't…
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Moving rows to new sheet with proofing enabled
It is very inconvenient that I am unable to move rows that have proofing enabled to a new sheet (keeping the proofs intact in the new sheet). We have purchased a new company and we need to move those company-specific rows to a new SmartSheet (including the proofs) but we are unable to do so. Is there a work-around solution…