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…
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…
I have recently started experimenting with the Power BI integration using the Smartsheet app: Smartsheet Power BI App In our EPMO, Smartsheet is our primary PPM tool, and I am now pulling that data into Power BI to explore more advanced analytics and drill-down reporting. I am interested in where Power BI still adds the…
I work in an Enterprise PMO where Smartsheet is our project and portfolio management (PPM) tool. It was custom built for our organisation, and the Enterprise PMO maintains it (controls the templates, building reports, fixing issues, and supporting users), while project teams update their own project data. Over the years,…
Right now, when exporting a report (Excel, PDF, or Print) in Smartsheet, it doesn’t reliably show all the source sheet names. If a report pulls from multiple sheets, the export often only shows the first sheet name, which makes it hard to tell where rows are actually coming from. For teams using reports to combine multiple…
I like the ability to create a report that sends to a group of users on a schedule. But adding an end date for when the report will stop sending as an option would be helpful. Making it "set it, and forget it". Additionally, if I can build a report with a recurring send into a template, and have that report only send…
Currently if you create a report using a program as the source, only users who have at least viewer access to the source sheet on ALL of the projects created with the Control Center Blueprint can view the report. This creates a problem and misses a huge opportunity. The problem is that this is just the Control Center…
Hi all, I have a bunch of underlying sheets that have the exact same setup due to a template and it has a status field with a drop-down of about half a dozen different options that go sequential order from not started to complete and verified as complete from leadership. We also have hierarchy so there is level 0, 1 and 2…
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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