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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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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…
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When using Smartsheet for Project Management, what do you use for the Scope doc?
I have been working with google docs, created project intake, scope template documents. Then I started to use Microsoft Loop - but I can not embed the loop URL into a smartsheet field. Cuious what others use for "documents" to keep all of the project docs together?
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Ideas on how to handle complex projects with LOTS of sub-tasks
I am working with on of our departments internally on their Smartsheet system, and looking for insight into how some of you handle complex project plans. What they have right now is so bloated that it is unmanageable, and making them rethink using Smartsheet as a system at all. for context, they went from using Google…
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Is there a way to use Automation to update a Duration column?
I have a helper column currently that checks to see if a task is required or not, and I want to set my duration to 0d if it is not required. Right now, I am doing this manually as I can't see a way to get automation to update a Duration column using the "Change a Cell Value" option. Is there a way to do this via Automation?
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Latest Comment column disconnected, still not able to create new or recreate
I followed the process in the post "Can't select Latest Comment in the edit column properties", disconnected the Latest Comment, Saved/Refreshed, renamed original Latest Comment column, refreshed again, then Inserted Latest Comment (via comment ellipses). It created the Latest Column column but it's not marking it as…
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How to get project overall delay in days in Smartsheet
Hi While we use the Baselines on the task level to see the delays per task, is there a way to grab the overall project delay in days and also show it in the Dashboard? Thanks for any prompt Regards /Marat
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Calculate Start Date from Project End Date
I'm trying to perform what I believe should be a very easy task. I need to enter the end date of an activity and have the preceding activities populate their dates. I'm assuming this is possible if the durations and predecessors are populated, but when I enter the end date and hit enter, it resets to null. Can I calculate…
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Why is my percent complete not updating?
I have a project plan which pulls in data from a other referenced sheet. We track our development in a tracker, and have a dashboard and reports that help us understand where we are with progress for development. The percent complete pulls in automatically from a reference sheet into SubTasks in the project plan. However,…