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…
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…
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…
Hi! We have a long list of about 100 projects in a sheet - about 80 of them will be "restarting" or "renewing" this year. Instead of making the requesters fill out the intake form again, I'm hoping to save some time by copying rows from "this year's" request to "next year's" request, and just make some minor updates to the…
Hello! I'm looking to pull the Fiscal Year in a cell based on the launch date in a different cell. Our FY starts on 04/01 of the current and ends on 03/31 of the following year. I need the formula to determine if the FY is the current year, the prior year, or the next year based on the launch date. For example, 04/25/2024…
I have multiple tasks with various durations. At some point, most task's duration overlaps with another. I need to project out on any given day what my total labor needs would be for that day. I have two sheets: Sheet #1 - Labor Schedule Sheet #2 - Projected Labor Needs In the snip-it below (Top Part Clouded) I have…
I've seen some past posts where users tried to create their own columns for this, but they seemed to have errors in the way the calculations were done. What is the latest solution from smartsheet (or recommendation from end-users) to have a calculation that works correctly for SPI? It should be SPI = Earned Value/Planned…
I have multiple schedules for different projects with the same base information: Task Name (Primary) Start Work Date End Work Date Duration (Dependencies are enabled) Manpower Needed Many tasks have durations that overlap with other tasks. I want a separate manpower projection sheet that tells me each day what the total…
What formula to use, to calculate records from today till 6 months down the line? And this rule should be valid at all times. In other words, how to calculate sum of values eg: count of total number of projects starting from today (26/April/24) till 12 months down the line i.e. 26/October/24? For sum of values starting…
Hello Community, I am trying to track projects over multiple years, but each project varies in length. My concerns are hitting the max number of columns and not having to do a bunch of manual set up at the end of the year. Has anyone else had this issue? How did you solve it? Thanks, Ashley
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