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Security assessment fields for each project
Our security certification requires that we provide answers to several key security questions for every project (risk assessment, project justification, etc) and I was wondering what the best way to handle that in Smartsheet would be. They're not really tasks, since it's just several sentences for each that need to be…
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How can I display a date range based on week/month numbers?
Here's the situation: I have a bar chart on a dashboard that displays the dollar value of bids submitted by week going back the last five weeks and another for the last five months to help the estimating team track where we are on meeting goals. At the moment the labels under the bars are Last Week, 2 Weeks Ago, etc.…
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Quickest way to create a new sheet from a template?
I can't remember exactly how I used to do it but I'm sure the old style smartsheet was easier than trying to do it now. We hadn't been using it long before the change. The process I'm currently using feels extremely cumbersome. Please tell me what you've found to be the quickest/easiest way to create a new sheet from a…
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Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
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Open enclosing folder or workspace
When I am on a sheet view, how do I go to the enclosing folder or workspace?
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Publish a shared google Calendar in a sight
Hi there, I've imported our team google calendar into a smartsheet no problem, and I can see all the entries, however when I try to present this in a sight the calendar grid is displayed without any entries. I've 'published' the source sheet with the calendar import, and both the source sheet and sight are shared with all…
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SUMIF value exists, leave blank if cells are blank (nothing to sum)
I'm trying to figure out how to create a formula to sum a column if there are values, but leave the field blank if there are no values in the range. Is that possible? Here's the background: I'm trying to create a status report that shows whether or not someone has actually entered values into the appropriate column. If…
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Keep child rows collapsed to the parent row at 100% completion
I like to collapse my rows to just see the parent row when the child tasks all reach 100% (I don't want the rows to to be removed from the report - I know it's an option not to display them when they reach 100%. It seems that, when I collapse them manually, some or all of them are open the next time I open the sheet. I…
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Unable to edit smartsheet items in Microsoft Teams
Hi all, I have a client that uses Smartsheet and will be joining our Microsoft tenant shortly. I created a Smartsheet account to familiarize myself with it and connect it to Microsoft Teams. I've created a tab and connected a sheet/report and it's showing me (View only) on Teams unable to edit. I granted a co-worker Admin…
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form data capture
I am collecting daily sales totals and transaction totals with a form. The store manage enters the totals into a SS form daily and it populates the SS. I would like the entries to sub total into months as they are added to the SS... then those monthly totals can roll up onto a dashboard, along with other department…