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RFQ and Invoice
Hi Team, I am trying to find a template to create/form a RFQ for a customer and then turn that into an invoice. So for clarity - customer ask for a quote to build a product that has multiple steps to complete. for example: Purchase metal, cut metal, shape and form metal, weld metal, pain and ship. Steps and processes might…
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Having 'Fun' the Smartsheet Cross Sheet References, again.
So I've set of a project template, comprising a project schedule and project cost tracking. In the project cost tracking solution there is a budget & cost tracking sheet, an invoices sheet and a cost variations sheet. The budget & cost tracking sheet pulls data from the other two. There are 8 cross sheet references in the…
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Create your own template for Report and Dashboard
Have the option to 'File-> Save as Template' in a report or dashboard like you can do with a sheet.
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Auto fill a second column based on a drop down selection using a form
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy. Situation: I would like to have a form where someone selects one option from a dropdown of ~100 items. That value then populates into a sheet. (This seems…
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Sequential numbering not working (Project with WBS sheet)
Hi All, I am fairly new to Smartsheets, so please be kind :) I am creating a WBS with the Template the Smartsheets provides (Project with WBS sheet), but I am noticing that when I add new tasks between other already created tasks, the numbering goes all wrong. Also, Even if I add more tasks underneath, the numbering is not…
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URGENT! Account access terming! How to offload/archive data for access outside of Smartsheet
I urgently need your help! My employer recently sold my division and I just found out that we will be removed from the original enterprise account as of March 1st. I've built a complex toolkit based on the PMO Office template and use Control Center and Dynamic View add-ons. This toolkit contains data that is subject to…
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Templates
I have save a worksheet commonly used in our team as a 'Template'. Can free users use this template?
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I created a template from a sheet and now I cannot find the original sheet...help!
I created a template from the Schedule Call Tracking -November Election and I cannot find the original smartsheet in my list of available sheets. What happened to it, and can I retrieve it? I created a template from another sheet before and I was still able to retain the original sheet. How was I able to retain the…
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How to Format Date-dependent Color-changing Cells (3 total columns)
I need to create a Smartsheet for tracking documents, the date of last review and a color changing column reflecting the date of next review. In column A I need to list the document names. In column B I need to list the date of last review. I need help to format column C cells. 1. I need for Column C to populate a date…
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Im using Sales Pipeline Overview Dashboard, but want to have a pipeline sheet per rep
How would i link a new duplicated sheet to a dashboard, lets say i want to use the Sales Pipeline Tracking Template, but i want each of my reps to have their own Sheet-Sales Pipeline that reports up to the Dashboard. Is this allowed?
