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Progressive sumif formula for calculate invoice progress
Over the course of a contract, I want to track how much has been invoiced and how much is left. If possible, for some contracts I know the invoicing is on a cycle and should be the same amount on say a monthly basis. I have columns for each month listing the invoice amount Invoice Amount and a date column to be completed…
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Question about sorting
Hi, i'm looking for some suggestions on an issue that I am seeing related to sorting in one of my Smartsheets. I have a sheet that has a row with instructions to the users as the first row. I have a checkbox column that is only checked off in the instruction row, and I use a sort to keep this at the top of the sheet. My…
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Basic Project Management Suite Template
Everyone, I am in the process of creating a set of sheets, sights, and reports to manage the projects for our team. We don't need anything fancy or complicated, just something that will allow us to track our project tasks, project charter information, and a project dashboard. It occurred to me that someone in the community…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Sheet to sheet selective data transfer (for new rows)
I currently have two active sheets. The first sheet, we'll call "intake" and the latter "Projects". If I review a *new* row added to "intake" and determine I want to copy it over to "Projects", I need selective data from certain columns on that sheet to transfer to certain columns on "Projects". The columns do not directly…
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File links uploaded into Google form are garbled in Smartsheet
I have an existing Google form and one of the options is to attach files. When the form is submitted, the values I'm getting in Smartsheet are garbled, something like: "0B6fDccPdKcYeY0tlcjJnVTlMYWM,0B6fDccPdKcYeQi1Malg1YXVDMmM,0B6fDccPdKcYeZkIxVURBU3hjbWc" This column is supposed to be populated with Google Drive links.…
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Export sheet URLs to excel
Hi, I'm trying to export multiple secure sheet links (urls) to excel (or pull them into a report) so I can upload them to a field in Salesforce. Is there any easy way to do this? Thanks for your help!
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Is anyone using an Air Pen or scanner to add data to a sheet?
We'd like to enter data from hard copy files into a sheet. We've found air pens or scanners, but we're not sure if we can use them with Smartsheet.
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Duration Calculation not accurate on my sheet
Duration column on my project includes Hours and Days depending on the task. However, the duration count is inaccurate.
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How to auto-refresh the datamesh vlookups?
Hi EVeryone- I have a sheet which contains the lookup values to my master sheet, and I have created a few datamesh lookup rules which works well, but if a new row gets added to my master sheet, I need to go to datamesh website and refresh the rules my self. Is there anyway I can automate this so everytime I dont have to go…
