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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

Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
How can I add a reference sheet to this formula - I have build another sheet that I want to add up
Full Construction Management Set up
i want the system that was advertised in this video. how do i get it? (457) Smartsheet for Construction Demo - YouTube
Batch uploading to drawing register
We use smartsheet for our drawing registers but are having to upload each drawing individually. Is there a way to upload drawings in batches and each one automatically upload to a different row. It is very long winded at the moment the way we are doing it, especially when then having to input the relevant drawing numbers…
Enhancement Request for Smartsheet Proofing Features
Hello Smartsheet Development Team, We would like to request enhancements to the Smartsheet Proofing features to better facilitate the processing of RFIs and Submittals in the construction industry. Currently, due to limitations and licensing requirements, we have paused using this solution and reverted to manual data entry…
Procore and Smartsheet Sync for Budgets/Forecasts
Hello, We're starting to integrate our construction team into our broader Smartsheet project pipeline for new construction projects. I'm wondering if anyone has had any success or guidance on how to pull budget and forecast data from Procore into Smartsheet. Thanks, Dylan
Form Submissions: Multiple Condition IF Formula Isolated to Most Recent Only
Hello Friends! I have a form that my field crew uses to check the condition of our machines every morning, which includes the most recent hour/meter reading. There are (5) machines that we own that I want to isolate the most recent reading into a dedicated cell in order to determine how soon the next service will be. Also,…
How To Have Risk Column Automatically Update Based On Certain Conditions
Hello, Can anyone help me write a formula based on the following conditions. Risk Status = "Green" if the following conditions are met: [Delivery Confirmed] is checked Risk Status = "Gray" if the following conditions are met: [Release Date] is Blank Risk Status = "Red" if any of the following conditions are met below:…
How to change star symbol to number equivalent?
I want to change the number of stars in a symbol column to a number equivalent in a column next to it, but do not seem to have the formula correct. It looks like it is a valid formula, but all I receive back is a blank. Here's the formula: Any thoughts on how to make this work would be appreciated. Thanks, Bill
Resource Management by Smartsheet -- Good for Small Business?
Hello! I am helping a small high-end contractor optimize his business use of Smartsheet. His organization has a Business plan. He would like to be better able to track workloads of his organization week-to-week & also highlight when subs are overallocated. Wondering if RM is a good option (or if it would be overkill). His…
Error #BLOCKED
Buen día, se me está presentando el siguiente error en una de mis hojas. Actualmente en la hoja hay 2890 filas con alrededor de 90 columnas (la gran mayoría formuladas). Al intentar mudar filas a otra hoja para depurar la memoria sigue permaneciendo el error y las celdas aparecen "#BLOCKED". También, ya intenté quitar…
Daily Reporting to Document Generation
Good Afternoon, Our construction firm utilizes a standard Gantt chart sheet to track our project's daily reports. Under each category of work we have milestones, i.e. Carpentry :: Framing :: Drywall etc. Under each milestone we add a child for that days work, i.e. Drywall :: Day 1 - Mobilized :: Day 2 - Started Hanging…
Enable multiple views of same sheet within a workspace
I have a sheet that displays information that is valuable as both a grid and a calendar. It would be nice to be able to make a "copy" that is a linked clone of the original sheet in a locked-view version of that sheet. For my use case, the main sheet would live as a grid, then a calendar copy could be made that is locked…
Solution Spotlight- Healthcare Capitol Construction Demo
Hello all! Our Commercial Solution Engineering Team is hosting a demo of a capitol construction solution on June 25th at 11am PST. Here is the published Smartsheet Dashboard if you are interested in registering! If you can't make it, but still register, we can send out the recording. We also have a special guest, Neil…
Smart Forms Templates
Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during…
Duration and Date Dependencies - Reference Cell in Same Sheet
Hi, Very novice user here. I am using Dependencies and am trying to find a way to make the Duration and Start/Complete Dates reference another cell within the same sheet. Screenshot attached. I'm trying to have the information in the Project Summary cells pulled into highlighted durations/dates so that it doesn't have to…
% Complete Without Dates
Hey There, I work for a construction company, and one of our subdivisions has multiple townhome blocks. We are currently building 3 blocks, but don't know when we will start the other ones (all dependent on sales) I'm wondering if there is a way to get the % Complete for the whole project, not just the blocks currently in…
Checklist population with info from another sheet
Hi team! I'm hoping one of you wise Smartsheets gurus have some guidance. I am trying to build out a "checklist" that will populate with data from another form and for the life of me I cannot figure it out! For a little more context, I work in the Mortgage industry. The documentation needed for each loan can vary,…
How do you create a formula that calculates weeks out in certain cells based off one cells date?
Hello! I've tried to add a formula to convert an existing column into one with a formula and none are working. I have a target end date and i want existing cells in a "task section" to calculate the weeks out based off that date

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