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Question on creating template tools that automatically feed and update rows to a central repository
Our department was recently running into the issue of housing data and tools in consistent manner that allows for accurate department wide reporting without the need for additional administrative activities and duties to keep it up to date As part of this I was trying to figure out a way to accomplish the two items below…
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Nonprofit looking for assistance expanding template set
Hello All, I'm in Operations at a nonprofit. I am hoping for assistance in building out the Template Set for Objective and Key Results (OKR) Tracker. The template set is built for 5 objective. I need it built out for 12 and I am running into difficulty connecting cells/sheets and formatting. I have a blank copy. If someone…
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Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
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How to create a master schedule sheet in project prog schedule mode by linking other schedule sheets
Hello, first of all sorry for my English, I'm doing a translation from French. I work in the construction industry and we have big construction projects. Each major construction project includes several complex tasks. Each of these tasks is a project in itself and it has its own schedule. The goal is to bring together all…
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Can an intake form populate more than just a new horizontal row in a sheet?
I have timeline templates built out in a cascading fashion (with parent and children relationships) using "workday" formulas and a holiday list. I'd like to start the timeline off with an intake form. The customer would enter the timeline type (telling smartsheet which template to pull) and then the start and end date of a…
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Template Import Data?
I have a template with only column headings and one column with two conditional formatting rules. However, when I import a spreadsheet into the template it overwrites the template settings. Is it possible to import only data into a Smartsheet template, as in Excel "Get Data/From File/From Workbook"?
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Reference Formulas in Templates
Hello, I have created two templates from sheets that reference each other in a SUM+DATE formula. I would like the new sheets created by the template to reference each other, but at this moment they reference the old sheet from which the template came and need to be changed manually. Any way to achieve this? Thanks in…
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Creating and Saving Template Sets
Hey Is there a way that I can save a folder, that I created, containing sub-folders, which contain sheets, reports and dashboards as a template set?
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Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
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Master Roll-Up for multiple project sheets
I am reviewing the Construction and Facilities Management template set provided by Smartsheet. I only have a Team account for now. The template comes with 2 sheets for Projects. In the Master Roll-Up sheet, you can see the formulas used to pull the info from the 2 Project sheets. Question: Do I have to manually update the…
