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Understanding how SS calculates completion
Sorry if this has been asked before, but I am not clear on how SS calculates % complete with the child-parent relationship. The example I have is that I have one child at 10% complete. Roll up task shows 0% complete. I changed the completion date from in the past for a missed deadline and the parent roll-up goes to 10%. I…
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Don't want dates showing
Hi, we are planning a home construction project and are not sure of dates. Is there a way just show days without dates, and exclude Sat/Sun?
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Stacked Charts
Hello 1. I am new to the smartsheet community and would like to know if it is possible to plot dates using the charts widget in the dashboard. I intend on plotting a stacked bar chart with dates and duration. (As show in Figure 1) 2. While using the clustered bar charts option, is it possible to a merge the bars, something…
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Update existing smartsheet by excel
Hi, I have a smartsheet with 4 columns: building code, name, cs manager name and supervisor. I create this smartsheet by import excel. Excel has 4 same columns.. However, cs manager always change. We have 1000 buildings. Admin will send update list every week.. I know there is data live connector.. if I change info in…
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Can I save over my existing sheet with an imported excel file?
Can I import an excel file and save over in order to capture updates without manually into the smartsheet? We distributing the exported excel version of our sheet to a customer who does not use smartsheet. They return an updated excel file, and we would like to then import their updated excel version to smartsheet and…
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Multi-Row Approvals
I want to migrate an existing SharePoint InfoPath form to SmartSheet. The form is a Budget Request Form. * Staff can submit a budget request with arbitrary number of items (rows) * Via a workflow, each item is Approved or Denied. * Via a workflow, the entire Request is Approved, Partially Approved, or Denied. The thing…
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Importing/Syncing Excel File
I have created some sheets that reference a master sheet. This master sheet was populated by importing an excel file. The data in that excel file is generated from a web page that exports to excel and is constantly updating. I'm seeking a solution to be able to update my master sheet. Importing doesn't work as it creates a…
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Best Practice - Data Integrity - Forms
When your business starts to build lots of sheets (as we have) the issue of data integrity comes into play. That is if you have lots sheets with names, or activities you can now put them into one sheet and reference to them BUT whenever you build a form and want to restrict the user selection to the defaults in the drop…
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Approval Request Status/Summary?
I'm new to using the approval request feature in Smartsheet. Is there a way to see the status of each approval requests in a sheet along with a summary, similar to the update request feature? I'd love to see a copy of the message that went out to each approver, similar to what can be viewed when clicking into the "details"…
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Multi Contact List not populating from Form
I am experiencing an issue where a contact column with values added is not populating to a sheet from the form when 'allow multiple contacts' is selected. Is anyone else having this issue? I have also submitted a help ticket.