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Change project parent in multi-tier environment
Ability to move a project between portfolios (new parent) in a multi-tier project environment. Currently this is not available as a "global update" and is a severe hindrance when going through a company reorganization.
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Prevent Unnecessary Gantt Timeline Shifts by Reducing Float First
As a project manager, I would like Smartsheet to support a true float reduction behavior when managing schedules with task dependencies and calculated float. Today, when a task is delayed, Smartsheet automatically shifts all successor tasks and milestones forward, while maintaining the same float value. This behavior…
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I NEED HELP PLEASE_ EVERYTHING IS GONE
I logged in this morning and it said I needed to upgrade my business account to keep using my sheets. I am NOT a business member, I am a pro member paid in full for the year. ALL of my sheets, reports, dashboards, EVERYTHING IS GONE. I use this to run my business (sole member) and have spent four months building my sheets.…
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Project - Baseline and activity dependence links
Is it possible that Smartsheets 'Project' can show the 'baseline' bar when appearing on reports and dashbords. It would also be good if activity links could be incorporated to show dependency links. Thanks Mike
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Looking to track multiple projects
Hello all, I'm new to SmartSheets so I figured I'd throw this question out there and see if SmartSheets would be a good fit for me. My team is looking to track multiple projects to guage overall project health across our environment and present this general project health in a dashboard. Our hope is to send out forms to…
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Can Dynamic View help reduce Business subscription costs for 200+ users? Is it included in the Business plan?
Hi everyone, I'm looking for advice on how to reduce our Smartsheet subscription costs. Our organization currently has 200+ users, and at the moment we're paying for licenses for everyone because they need to: * Update row statuses * Edit assigned records * Upload attachments * Add comments * Complete their assigned tasks…
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Issues with Document Generation - Error Message
Morning Community! Has anyone else been experiencing this issue with document generation? I have reached the last step in settings, and when I click done to go to mapping, I receive this error. It's not a super helpful error since it doesn't really tell me anything and the link provided is broken. Anyone else having…
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Automation Action: Auto-collapse parent rows based on status change
Hello everyone, I'd like to suggest a new automation action: "Collapse Row" (reduce/fold a parent row). Use Case: When managing projects with parent/child row hierarchies, once a parent task is marked as "Complete" (or any defined status), all its child rows become irrelevant for day-to-day tracking. Currently, there is no…
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Exclude canceled tasks from the automatic calculation of the parent's % complete
Hello everyone, I'm working on a project sheet (with dependencies enabled and the Gantt view) and I'm looking for a way to exclude canceled tasks from the automatic calculation of the % complete on parent rows. My requirement : When a child task changes to “Canceled” status, I want it to no longer be included in the…
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Dynamic View - unable to create a DV even being an owner of the sheet and having the DV button enabled
Hi I have an enterprise plan and I'm the owner of the sheet I'm working on inside SS. However, when I try clicking the Dynamic View option inside the sheet, it takes me to another tab where I can create new DV's but when I hit "Create" after selecting the right sheet, it doesn't work. It loads briefly but nothing happens.…
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Hiring: Project Coordinator
We are hiring a Project Coordinator, Smartsheet Experience a plus. See details here: https://opendoorhealth.wd503.myworkdayjobs.com/en-US/ODCHC/details/Information-Services-Project-Coordinator_JR100608
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What is the best way to setup cross-collaboration across departments in a workspace
How should I set up user access and the workspace for managing updates for division leaders? Essentially, it's a sheet that each division manager is to update on the current status of ongoing initiatives for the organization. Some initiatives can have multiple leads attached. Typically, the Division leader has a proxy that…
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Need Gov‑Safe Method for Detecting Resource Conflicts (Date Overlap + Name Match Failing)
I'm working in Smartsheet Gov, which has several limitations that don’t apply in commercial Smartsheet (ex: no Manage References, no HAS(), no FIND() in COLLECT, and very strict parser rules). I’m trying to build a “Calendar Conflict” flag in my Project Plan sheet that detects when: * A task’s Start/End dates overlap with…
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Planned and Actual dates
Hello everyone, I guess (or hope) some of you have used the PMO template that contain these 2 columns, and then it calculates the overall "Health" based on the delay. However, I'm struggling with them and how to update them… Here is the scenario: * Let's say that I just created my project plan, so it is easy to set the…
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IF, CONTAINS, NETDAYS, AND, CONTAINS
Hi all, Trying to use a formula to work out net days between events in a column (Visit End Date) when a second column (Visit Description) contains "V" but also only if the last visit also contains a V. =IF(CONTAINS("MV", [Monitor Visit Description]@row), NETDAYS([Monitor Visit End Date]1, [Monitor Visit End Date]2)) worked…
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Automation for approval workflow
Hello! I need to create an automated workflow for our leadership where if certain project types are selected in our project request form within certain timeframes, it triggers an emergency request approval form (i.e. if xyz project type is selected with a need by date of less than 10 days, 20 days, 30 days, etc…). I'm…
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Integrating Smartsheet Reports, Power Automate and Smartsheet API
Manual task automation isn't just about saving time; it's about building a reliable, repeatable, and secure pipeline. We recently took a standard user-provisioning process that previously required 15 to 30 minutes of manual administrative effort per run and reduced it to a 1-minute automated execution. By connecting a…
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How to automatically populate Assigned To across multiple lines
Hi all, I a very new to Smartsheet (4 weeks) and this community so my apologies if my question doesn't match the rules. I have built a PMO template and profile which I will integrate with control centre to automatically generate a new project triggered by HubSpot. The template has a set of activities across multiple…
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Need help with formula to pull list of chapters that are past due
Hello, We use very large SS and I'm trying to fully automate our status reports. In our Schedules for each chapter we have 3 rows of data, planned/revised/actual. I am wondering if it's possible to write an equation for each column that would do the following: Look at the same chapter number rows If the planned date in the…
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How do the hours work in the “Report time for something else” feature?
I've been trying to use the “Report time for something else” feature in Resource Management, under the Time & Expenses tab. However, even when I assign hours to a project and those hours are approved by the approver, no task appears in the Schedule tab. How do these hours work? Do they only affect reports? Where can I view…