-
Additional Currencies
We are struggling with our budget tracking for projects in our APAC region, as their local invoicing currencies aren't included in Smartsheet. Some examples are: Malaysian Ringgit (MYR) Thai Baht (THB) We often convert between local currency and USD, so it can be quite confusing to not have an option for some local…
-
Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
-
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…
-
Distributing Savings Across Months Based on Term Date and Fiscal Year
Hello My Super Intelligent Smartsheet Community! I have attempted to solve my problem by breaking it up into pieces and I'm stuck. I think I've been trying to solve this for too long and my creative juices are fried. I have Service Providers we have contracts with. Each contract has a Contract Start and End Date and our…
-
IF/OR Formula Issue with writing
Hi! I'm trying to figure out a formula for an IF/OR situation. Basically -- if the [Add-ons] column includes the tag "Prebill," I want the [Final Invoicing Amount] column to be "[Total Project Cost] - [Prebill Actual Invoiced]." If it's NOT tagged "Prebill," I want the [Final Invoicing Amount] column to be "[Total Project…
-
Refund.
I need someone to someone to help me get a refund. I didn't get a notification that my account would be debited and I no longer need smartsheets. Why is there no notification sent out to warn users that their subscription will be renewed?
-
Do you know why Smartsheet 'forgets' my existing subscription?
I subscribed and paid for a yearly Pro subscription this October. Everything worked as usual for 3 weeks, then Smartsheet seemed to forget my account and email address completely. When I tried to sign in after 2 weeks of not using it, it requested me to sign up for the trial again. Nothing else worked with the same email…
-
Subtract Invoice amount from Total based on Status, in Parent-Child relationship
Hi all, I am new to create sheets, but I am trying to create a solution to track forecasted invoices that need to be sent out. I want to put each invoice total separately and when the status is marked as "Complete" I would like to have it subtracted from the Contract Amount to show the Contract Balance. I set it up so the…
-
how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
-
Need a column formula to pull balance from last row
I have looked at multiple questions and threads on the community and not found an answer that works. I am trying to create a column formula that pulls the [Balance] from the previous row into the current row entry. I was getting a #circular reference error, I tried IFERROR and some recommendations on other posts, but…
-
SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…
-
How to create a basic pricing estimate/quote with dashboard
Hi Everyone How can I create a basic pricing estimate with a dashboard for 4 major service offerings that I am sending to the government for assessment? It only needs to be simple, nothing spectacular. I need something that looks good at the very least with a few metrics involved because its still early days for anything…
-
IF Function / Formula Help
I have created a budget sheet template and need to add seasonlisation to identify cross-charges by month. Rather than doing this manually every time, I would like to add a formula that pulls the data from another cell, but based on information in a 3rd cell. I was hoping it would be as simplistic as: =IF([Activity Month]3)…
-
Formula to lookup a value based on start and end date
Hi All, I need your support on this case. I have a project to improve the current sales report layout and I need to extract the Vendor Support data for each item depend on the sales records, and the start and end date for this vendor support. Here is an example: Below is the table where I want to have the formula to…
-
Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
-
Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
-
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…
-
Repeat cell until Value of 0 occurs again
Good morning, Looking for a formula to do the following: I would like to return "ASSY-00572" in "Column16" for all rows up until "0" occurs again in column "level" Then I would like a formula in column "ASSY TOTAL" that sums the "EXTENDED" column for all rows that list "ASSY-00572" in "Column16"
-
More options for Time entry locking in Resource Management
Currently there 3 Time Entry locking possibilities in Resource Management to choose from: 1. Do not lock time for a project 2. Lock all time entries for a project 3. Lock time entries for this project that are older than xx number of calendar days. Idea: enhance the Time Entry locking states by introducing additional…
-
How to keep a running tally?
Hello! I am trying to figure out how to create a formula to keep track of the Annual Funding Remaining for employees. As you can see with the #CIRCULAR REFERENCE and #BLOCKED I am not having any luck. Can someone assist me? TIA!