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Combining Sheets
Hello Community! Wondering if anyone out there has any best practices for combining a project plan and a resource plan into one sheet. Is this an option? Would that sheet then be able to have the same functionality and link certain cells / info back into Resource Management? Right now, they are two separate sheets, but our…
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Could anyone help us create the proper formula? Parent/Children Health based off Due Dates
We are trying to utilize Smartsheet to list out, follow, and forecast our project schedules. The idea is that each Milestone of the Project is the Parent and the steps within the milestone are the children. We are having issues with the parents correctly representing an issue/delay within its children. Right now the…
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Document builder and updating the template
I have started using document builder. I have mapped all the fields and the document works well. We had a minor update to the PDF document, which means that I need to remapp the whole PDF. This seems like a lot of work every time you make a change to the template document. Is there a way in which we can "map" the…
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Scheduling 30-60 task annual projects with just 200 whole working days per year
I want to develop a template sheet that I can use to easily schedule out 30 to 60 different 30 min subtasks evenly over 200 specific available work days each year. I started out trying to set up a gantt view row with "200d" working day duration then removing sat/sun, and inputting 62 other Non-working days in gantt view…
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Formula for Smartsheet PMO Template Project Plan Schedule Health
I have set up a Schedule Health Formula in the Project Plan where it calculates the Schedule Health based on the Health of the Children Rows. For Example, if 1 of the 6 Children Rows(Level 2) is Red then the Parent Row(Level 1) is Yellow and if there are 2 or more Children row(Level 2) are Red then the Parent Row(Level 1)…
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How do I subtract "break" time from my Time Tracking Columns?
I'm pretty far along on what I would have thought would be a normal function for a spreadsheet application called "Smart!" Anyway, I need to figure out the last steps in subtracting the break from the total hours worked. It shouldn't be hard as they are one of the following: 0:15; 030; 0:45 & 0:00 or 1:00, whichever that…
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automated alerts triggered by number of entries
Hi, I've been asked to help with a form. They'd like to cap the number of entries at 100, and I'm not sure that can be automated. They'd also like to receive alerts after 25, 50, 75, and 100 forms are submitted and new rows are added. I see a way to get an alert after certain dates, but not in the number of entries. Is…
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KPIs/OKRs Template
Hello, Do you have a suggestion of a template to track business performance KPIs? This is for 20 depts across multiple locations so that KPIs will be shared for the same dept across multiple locations. Thanks,
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Sharing New Template on Dashboard
We have created several templates that live in folders because they have sheet/report/dashboard tied to them. I would like to share these templates on a dashboard so someone simply clicks on the template and are asked to save the template folder to a new workspace. I haven't figured out a way to do this. Anyone have any…
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Capability to Share sheet template in Dashboard
I have created checklist template but currently I don't have a way of sharing this template via Dashboard. (Only thing I find is to move it to shared workspace but this does not work for us right now as a solution. ) It'll be great if we can share the template via Dashboard for others to use.