We would like to have one of our Editors have the ability to create new sheets from a template in the workspace they're shared to. However, it appears that only admins have that ability. This seems unsafe for workspaces that have a lot of customization that could be modified by a user that really only needs Editor…
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
I would love to see both a RCA template and a RACI template added to the portfolio of available sheets out there. Thanks
Hi everyone I'm working on a project that has an extensive training schedule to develop and deliver. Historically we have used Excel however we'd like to integrate it into Smartsheet to streamline our reporting. I'm wondering if there is a training schedule template available or if anyone has any best practice samples to…
I am struggling with how Schedule Health is calculated in the Project Plan that comes with the PMO template set – it seems misleading and not an accurate reflection of health because: After setting a Baseline, the Schedule Health is still calculated using Target End Date (which is likely a different date than what is in my…
Hello, It seems since there is the option for the links to link to the newly created sheets, etc. that when selecting this option when save as new it would link to the new sheets. However, none of the linking works for me. For example, if I use the metric widget on a dashboard it remains as the original sheet as the data…
I am using the Project Manager Office Template from Smartsheet. I would like to have the very top row (it is almost like a summary row), calculate the overall % complete of the project and adjust the start and end dates as the schedule changes/ progresses. I tried adding a formula to both sections but it would not actually…
I have some reports in a template dashboard that I would like to filter based on the data within a cell. For example, I have a report to show a project's weekly update. I would like the template to look at the project name in the metadata to filter for that project's weekly update instead of having to manually update the…
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
Hi , I have number of sheets to collect data periodically on monthly basis with own automation/task and work flow and many of sheets are linked and reading data from source sheets . The above folders/sheets i create them every month using template function creating the sheets , and linking them again / rename it every…
