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Cashflow Automation
Hello Community! One of the biggest requests from leadership is the ability to predict cashflow. I created a manual way to do this in my project portfolio but wanted to see if anyone could help me automate this. The cashflow should link to the dates and when the dates change it changes the cashflow. I created a video…
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Hammock Task Creation
One of my clients uses Hammock Tasks to represent Project Management and Organizational Change Management in their projects. A Hammock Task is one whose Start and Finish dates are driven by different Milestones. The Start Date would be the date of one Milestone and the Finish Date would be the date of a subsequent…
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Paid Pro account lost ownership and access to sheets after March 2026 login update
Hello, I am posting this publicly because my support case has been open since March 11, 2026 without resolution. Case: 09052171 My paid Pro account started failing after the March 2026 Smartsheet login/platform changes. I am currently experiencing: Sheets becoming read-only Newly created sheets disappearing or failing to…
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What are Smartsheet retention settings
I am being asked what are the standard retention settings for Smartsheet, and are they able to be set by our company, or is this something hard set by Smartsheet? If changeable where is this set?
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🔵 Available for Hire | Senior Smartsheet Consultant & Developer | Full-Time or Contract
Hi Smartsheet Community, I'm Abhijit Mohanty, a Senior Smartsheet Consultant and Developer with 12+ years of experience delivering enterprise-grade solutions for Fortune 500 companies, government agencies, and mid-market clients. I'm currently available for both full-time roles and contract/freelance engagements. What I…
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Project Management Workflows in Smartsheet – Looking for Input
Hi Smartsheet Community, I’m looking for some ideas and best practices on how others are managing project tasks and ownership within Smartsheet project plans. Our team is trying to build a cleaner, more standardized process for tracking project work, especially around assigning tasks, managing updates, and keeping project…
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Recent User Subscription Model / Seat Type Changes Have Broken Cross-Company Collaboration and Project Transfers
I wanted to share some real-world feedback on the recent changes to seat types and the User Subscription Model (USM) that rolled out for company/enterprise accounts. Previously, we could easily collaborate with partner companies. We would share workspaces or sheets, add their team members as Admins (or Editors with full…
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Why does Smartsheet show the following "You have 4 days left on your business trial plan"
I have a State account
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Date and Time
Good day. On my sheet, I'd like to find out if it's possible to calculate the elapsed hours of a job using the start date, estimated hours of completion (for the job) and finish date.
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Issue with Future Dates and Global Time Zones
Hello Community, Looking for some help today to figure out how to correct time zone differences with dates. I have set up an Automation workflow to remove future dates in schedules and send notifications to the PMs. This would prevent future dates being collected in reports and dashboards. The settings for the Owner…
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Copy of PMO suite
Hello I am new to Smartsheets! I have my PMO suite and when I made it I made a copy of it incase i broke something. I broke my metadata sheet and lost all the formulas. I did figure out how to put them in but there a ALOT of sections to fix. My question is can I just copy my copy of my meta data sheet into my old folder…
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Workflow Update Notification Emails Not Highlighting the Updated Cell in Yellow
So, I am trying to set up a fairly comprehensive notification to my colleagues, when specific data regarding their assigned events change. I selected as many of the changes as I was allowed (19 appears to be the max). And while the automation seems to work, it isn't highlighting the cell that was changed in yellow. Which…
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Identify who added a particular user to a particular group
We would like to get some info regarding audit visibility for group management in Smartsheet. We are currently unable to determine who added a user to the group. We check the Admin Center, but could not find any information. Could you please let us know if there is a way to: Identify who added a user to a particular group,…
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Merged: Ability to Group or Organize Workspaces (by Client, Portfolio)
This discussion has been merged.
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Why is my Level Code formula erroring on just level 2?
I'm trying to produce a WBS. I used the helper columns and formulas from the Smartsheet template set. The Level Code formula works on all but the 2nd level (purple) which shows #NO MATCH. Expectation: First purple line should read 1 and second purple line should read 2. WBS works fine if I hardcode those values. Anyone…
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Scenario Planning is generally available!
The new Scenario Planning feature is generally available. This powerful feature is designed for project managers, resource managers, and team leads who are close to delivery and need a dedicated space to run what-if scenarios without impacting their live plans. Scenario Planning solves the key pain of operating under…
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Connect Phases in Sheet to RM
I am trying to set up Phases in our sheets to connect with RM. I have created a sheet template with the "phase' column with the phases I've indicated in the RM set up. When i go to connect the sheet with RM, the phases don't populate. I've used Cluade (ai) to walk me through and verify the set up process, and it ran into a…
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Software Onboarding, Risks assessments, budgets, and more
Hello, I would like a sheet that can track software onboarding from the beginning to update and all the way to end of life. I have an excel sheet that I converted to a smartsheet, but I feel it's a very one piece modifying any data. Seems that it should be a very simple process that I have a blueprint with smartsheets and…
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Tracking Sheet Changes
Hi there, any ideas on how we can use the downloaded activity reports to create weekly reports for our projects?
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Portfolio Project List Sheet Summary
Hello! Week three of my Smartsheet journey in the consulting space, apologies if this is a very simple question. I have been tasked to get to know the new Portfolio section. When looking at the dashboard there is the high priority projects metric being fed by the sheet summary data from 'project list' sheet. This sheet…