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HOW TO: Duplicate / Copy a Group
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…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
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…

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Recent Discussions

Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
Healthcare Governance Templates
I'm currently working on updating our PPM tool to Smartsheet and I'm looking for templates to utilize that implement a governance process to move projects through the different phases? Does anyone have anything that they could share?
How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?
Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
Include Project Settings Non-Working Days Data in API
We currently use the API below in an automation that creates a duplicate sheet of a template we created. All of the formatting and data is duplicated using the API, but updated Non-Working Days in the template is not making it's way into the new sheet. Please include support for updated Non-Working Days data to passed via…
Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
Seeking Independent Consultant to Advise on Best Practices Using Control Center
Hi, Looking for someone to serve as a Control Center advisor with non-standard blueprints that do not manage programs and projects. Candidate will be an out-of-the-box thinker, providing innovative methods to enhance current structure to meet developing requirements. Would need this resource about 3-5 hours per month.…
Updating template -> updates sheets made from the template
I would love to have the ability to make a change to a template that I created and be given the opportunity to select sheets that were created from that specific template to automatically update as well. For context: I keep track of ~130 employees training records. Each employee has their own separate sheet with all of the…
Resource Calendar - OOO
Hello Smartsheet Community, Is there a feature to create a calendar that would list when project resources are out of the office? I have an Excel document, but wondered if there is something available. Very helpful when looking at the months ahead for timeline.
Calendrier rapport
Bonjour, quand je crée un rapport avec toutes les dates de mes projet. Est-ce possible d'attribuer une couleur a chaque nom de projet ? merci
Control Center Profile Data - Appearing in the wrong column
Hi, I think I have a strange behaivour in one of the Profile Data parameters set in Control Center. Even that I do designate a Target Column as "Date" for the Profile Data in SCC, this data keeps appearing always in the default column in the template: text/number column to the right of the Primary Column in the template…
IT PMO Template Instructions
I'm new to Smartsheet and need assistance with using templates. I didn't see instructions on how to use the IT PMO template, but I like the functionality and want to use existing projects to add to the template as well as create new projects from the Intake process. Would love a guide or even one on one support engagement.…
Borders
Dear, I would like to know if borders in rows can be made thicker? So wat I like to achieve to make the bottom of a row in a darker line. Kind regards
Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
Create new document/grid/etc. in existing workspace
Currently, when I select the Create button in the left menu, I can select from a number of templates and document types but it automatically puts it into a new workspace. I need the option to add this to an existing workspace. Rarely ever do I want to create a new workspace. If I do, I'll go to my folders! How is this not…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners. I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below. However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows. The…
Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
Custom Template URL
I am trying to create a widget that links to a custom template. How do I find and copy the template URL?
Embedding
The embedding widget currently does not work with all content, improving this can drive more users to smartsheet and its functional ease of use, also having an output similar to microsoft project will encourage more AGILE users, the Gantt chart view is a plus but having the resources sheet and project progresses option…

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