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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
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Bringing Agile Delivery and Portfolio Visibility Together in a Digital and IT PMO
I lead an Enterprise PMO supporting Digital and IT delivery and am a Scaled Agile Advanced Practice Consultant. I use agile practices to lead my team, manage our work, and set clear expectations with management. I am currently looking at how to embed more agile ways of working into our Smartsheet templates, particularly to…
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Tracking construction
we are building a new offic/warehouse. I need to track the expenses and date projection. what would be a good smartsheet to develop this? looking for ideas!
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Way to see what Smartsheet template was used
Hi, I've got a project plan that was created using a Smartsheet template. However, we're unable to determine what template was used to create the actual plan. I've looked at all the existing templates that seem very similar but none of them really seem to match identically. I almost feel like maybe functionality has been…
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NEW! Your survival guide to formulas is here. Meet the Formula Handbook.
Hi Community, Whether you’re summing child rows, calculating budget minus actual, or doing cross-sheet data lookups with multiple criteria, formulas are a must for tailoring solutions to your needs. The new Formula Handbook is here to help formula beginners and pros alike. This template contains: A glossary of all…
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Automatically Updating Start and End Dates
When converting a project to a template, the start and end dates are usually no longer accurate. Is there a way to change all the dates without manually doing so one by one? For example if a template had 12/31/2025 as the due date, and I want the new project to be 12/31/2026.
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Need to compare reports
I am needing to compare an active employee roster (Excel) to a list of users for different platforms (smartsheets and excel). This will need to be able to be done quarterly and show which names are not on each list.
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multi-select column not appear in report grouping
Why does a multi-select column not appear in Row Report grouping options in Smartsheet, and what is the recommended workaround?
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Creating Project Planning Sheets from a Template, Linking to Master Sheet
I created a master sheet that will list all projects for a department. We will also have a planning sheet for each project in the master sheet, created by copying one of four templates (based on the project type). Each of the four templates will have columns set up and a hierarchy of rows based on phases, workstreams,…
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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…