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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
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Automatic RollUp of data from multiple projects
Hello everyone ! I could use some help with some dashboard 101. I've been trying to find a way to roll up data for a while without success. Let me explain the situation: I've created a "project folder template" (including sheets, report and a dashboard) that I can easily copy for every new project I'm creating (please…
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Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.
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Vlookup from Excel to Smartsheet
My apologies if this has already been covered, but I didn't see anything specific to this subject when searching. I have a Excel sheet that has 45,000 + rows. The data in the rows are filled by 2 columns - United States Zip Code's and city's linked to those zip codes. This Excel sheet is used as a vlookup for multiple…
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WORKSPACES
We recently had an employee leave who created work spaces and when we transferred ownership those workspaces turned into sheets and i can not move them back to the workspace folder. please help! i need them moved for my reporting.
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Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
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Resource Forecasting
Here's what I want to be able to do for resource management. Is there a workaround to accomplish this? * Assign individual resources (they are not licensed users) to a team\group. Assigning tasks to multiple individuals does not work for me. * Each individual has default work hours. E.g. 8 hrs. It can be modified if needed…
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Managing Resources across multiple projects
Hi All, We have many concurrent projects running at all times. I am looking for ways to manage resource assignments across multiple projects. When I assign a resource for a specific project/task, I want to see if this particular resource is available around those specific dates. Also, I would like to see the global view…
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How to obtain access to WorkSheet Home without following 3-leg OAuth process
Hi. We are using SmartSheet to store multiple sheets that should be created by one person. This person will share one or more sheets in each of multiple workspaces. I am writing an application (in C#, hosted on AWS Lambda) that must access each Workspace, and Sheet, and read each Sheet. I am using the official SmartSheet…
