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…
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 The first one that I find makes…
I came across some weird COUNTIF functionality recently in one of my duplicate check column formulas. I wrote some exploratory formulas and wanted to share! Key Takeaways Numbers with leading 0s requires both = and "" Regular text requires "", but = is optional Regular numbers do not require = or "", but work with one or…
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…
We are looking for a simple method of capturing daily time by hours or percentage for resources that are assigned to various type of initiatives. Reporting of this time is at a initiative task by week, by month, by quarter, etc. We've tried: Timesheet (Grid) by day: Create a sheet for each resource with the initiative as…
Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM. Our customer submitted the Support Case…
Under the User Subscription Model, can internal collaborators designated as viewers (not members or guests), enter data into a dynamic view? Our group is still on the Legacy Collaborator Model and uses dynamic view to collect data from internal collaborators that share the same domain as our group's plan. These internal…
All of our project plans use Legacy Resource Management, but today all of the red icons that indicate when someone is overallocated have disappeared across our plans. Is anyone else having this issue?
Hi Does someone knows why licensed users can not see the legacy resource management anymore? Is there a way to enable this again? We based our entire project on this view. Thanks a lot for helping me out! Best Marie
Hello All, I know this is a legacy function but I'm wondering why some resources are NOT showing up in the PROJECT Resource View. I get this message when I try to understand where are my resources. The resources are added to the company account and they are assigned to project tasks with % Allocation. However, when I click…
A widget to display Legacy Resource Management and the Resource view's that can be created from them on a dashboard would be helpful during meetings for showing overlapping allocation and workload look-ahead.
Hi Community, I am working on a project that has several sheets. The sheets have multiple tech's assigned to each project on the same row. Does Legacy Resource Management not work if the contact column is shared? I'm missing quite a number of my resources whom are all part of my account. Thank You!
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