Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
Resource management for smartsheet is a great tool for resource managers, but individual contributors do not have visibility of their own or their colleagues workload in a visual way as per the legacy view. Our team will often work internally to resolve deadline clashes or over allocation and this is made difficult when…
Our design team often complete tasks earlier than scheduled and although the task in the plan or timeline will be set to complete, there is no way to see that the individual now has additional availability without changing dates within the plan. We don't want this to effect subsequent tasks or dates, just flag as a visual…
Today I noticed that the Capacity view under the Schedule section is only showing 19 of our 20 disciplines. I checked all of the filters on the left side of the page, but they are all set to "All". Any ideas what might be causing this? I'd rather not use up 1 of our Pro Desk sessions to figure this out.
Hello, I'm wondering if anyone has created an application to track resource capacity across projects by month? Our leadership will not purchase the Resource Management module, and while the Resource Management functionality in core Smartsheet works well if you have it turned on in relevant sheets, you can't do anything…
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