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How to link Task Start and end Dates to another project template file using a formula
I would like to update one task in another project sheet and have it automatically update on another sheet that showcases the more detail project specifics about that installation. I have thought about using the Index and Match formulas, but that would have to hard code the date and the date would be changing.
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Resource Management with Control Center - Project Schedule requirements
I'm in the middle of implementing Control Center with Resource management. Leadership is asking to simplify our current project schedule to include only Phase, deliverable, and milestone - removing the tasks. How would this impact our use of Resource Management? If we don't have tasks, we can assign resources…which I would…
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Way to see what Smartsheet template was used
Hi, I've got a project plan that was created using a Smartsheet template. However, we're unable to determine what template was used to create the actual plan. I've looked at all the existing templates that seem very similar but none of them really seem to match identically. I almost feel like maybe functionality has been…
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Display baseline variance in timeline view
Display the baseline variance which currently shows in Gantt view as a grey bar underneath actual dates the same way in timeline view.
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Considerations when adding a second Project Plan to our template through Control Centre
Hi all, I've been requested to add a second version of our Project Plan to our Workspace that runs through Control Centre. I'm thinking of simply copy/pasting our current project plan into the same sheet, and use the indentations to mark the 2 versions of the plan. I know I'll have to go through and update predecessors,…
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Resource Management - Project Efficiency
I think the best option for our Payor Relations team would be resource management and creating projects however I dont know exactly where to even start. I've downloaded templates and watched many videos and it leads me down a rabbit hole. We offer services to around 250 practices and renegotiate their rates every few…
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Table View Feature
Hi Smartsheet Community! I am trying to explore the new table view feature to check if it can be used for our project management. I am unable to see any reminder or proof functionality that can be seen on each row in the grid view layout. Does the table view feature have these two features or are they not available? Thank…
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Project Tracking and Roll up
I'm working on this and is there anyway for the reports i create to not make changes to the existing working smartsheet? I'm afraid I'm going to mess something up on the working smartsheet. As in, if I move columns will it also move on my working smartsheet? How would I change or identify the primary column in a report?…
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How to calculate parent-level values in multiple columns (not just % Completed)?
Hi, In my project sheet, only the % Completed column rolls up automatically using parent/child logic. That works fine. But I want to do something similar in other columns, like: Variance from Baseline (%) Weighted Variance Planned Progress (%) These are all calculated row by row, but I want to show an accurate value at the…
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Unique ID auto generated from State designation
I have attached an image of a project schedule. I need to generate a formula for the "task-id" column that auto-generates a unique prefix and suffix based on the "state" column. The formula should reference the two character state and and start at 0001, if this initial encounter of that state. If the state has been…
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Formula error when trying to collect the next task due end date.
I am currently using the formula: =INDEX(COLLECT(Task:Task, Level:Level, 2, Status:Status, <>"Complete", Summary:Summary, 0), 1) to collect the next task due that is not completed for my summary section. I now want to collect the due date for that task. I have a column for "End Date" but not matter what formula I do, I…
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How can I visually show Phase dates on a calendar rather than just total dates like Gantt
We have several important phases for each project (i.e., Plan phase begin, plan phase end, test phase begin, test phase end, etc.). The Calendar app only lets you show the overall project dates in Gantt, and then we can shade. How would you suggest automating pulling the phases into child lines with just the phase dates -…
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Best Way to Facilitate Task Hand-Off to Different Assignees
I've been trying to build out a solid "template" of sorts to help manage numerous tasks/subtasks for similar but different projects. Each row contains a parent task or a child task (subtask). Many of these tasks change hands throughout the process of the project as it evolves toward completion. As one example, Assignee A…
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Predecessor doesn't always update Start Date for some rows.
Hi all, I'm hoping to get some community help/direction with this please. I've been using the same PMO project plan template for over a year now. Recently, I find when I modify the predecessor (+ or - days), the Start Date doesn't change. This doesn't happen for all rows but is consistent with the rows where it happens.…
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Rollup a row from any of our projects to a Unified Sheet
I would like to add a helper column to our projects and if that column has a checkmark in the column - copy the entire row to another created- central project sheet so that I can view it as a Calendar View of major tasks. So each respective PM can select a row that is worthy of rolling up to show this in the Unified…
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Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…
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Status Rollup to Parent Formula
Hi, I have this formula that works when automating parent/child tasks in a project plan. =IF(COUNT(CHILDREN(formula@row)) > 0, IF(COUNTIF(CHILDREN(formula@row), "Complete") = COUNT(CHILDREN(formula@row)), "Complete", IF(COUNTIF(CHILDREN(formula@row), "Not Started") = COUNT(CHILDREN(formula@row)), "Not Started", "In…
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Merged: "Include Parent Rows" option available in Reports --- Similar to Sheet Filters
This discussion has been merged.
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Merged: Add 'Fortnights' to Gantt Timescale Settings
This discussion has been merged.
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Smartsheet Gantt Chart
I’d like to suggest enhancing the Gantt chart to support more complex project schedules, similar to Microsoft Project Professional or Primavera P6. Currently, Smartsheet’s Gantt chart works well for simple schedules but is not suited for managing complex construction projects. Improving this feature would make Smartsheet a…