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Formula that will track the total number of jobs on the sheet at the end of each month
Hello, I am looking to create a formula that will track the total number of jobs (populated rows) in the sheet at the end of each month. The data outputted based on the formula will be displayed on a line graph widget in order to track the progress of the company by each month. For example, if there are 115 lines at the…
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Resource Management Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
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Amendment to Contractor/Project Editor Permissions within Resource Management
One of the limitations of the Contractor security permissions within Smartsheet is that a user is unable to "split" their allocation as they do not have access to Schedule view. However, to give them access they would need to be upgraded to Project Editor, but this then means they have full visibility of capacity for…
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Track Form Submissions By Date
My organization has several forms set up that are utilized quite a bit. I'd like to track how many forms are submitted on a given day, week, month, quarter. I have tried countifs, and a whole bunch of other formulas. I also made a report but I am unable to pull report metrics into a dashboard so that it can visualized…
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Empowering users with Smartsheet Forms or Apps
Hi community. I hope all are well. I have an idea which can be useful to many using Smartsheet. While this idea and use are for a particular use case, it can have vast potential and versatility for several applications. Problem: Our current Smartsheet forms system lacks user control and transparency, leading to…
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Office Status Calendar
My company has been researching on how to track the status of the employees working in office. We created a sheet where each day of the week, not including weekends, is a dropdown column with the choices of: • IN OFFICE • REMOTE • OUT OF OFFICE We also use conditional formatting for each column where if it selection is IN…
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Business plan. Limitations on the number of dashboard widgets. No access to Team workload tracking
Good afternoon. I am a license holder by invitation to the work team of our company under the Business tariff. Why the license holder has a restriction on the number of widgets on the motherboard, if the business plan does not have these restrictions, and the restrictive message says “upgrade to Business or Corporate”?.…
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Creating daily work schedule for individual team members (from a master project grid).
Hello, I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool. The system is…
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UnManaged Resources Filter
Resource Management needs a method of being able to globally filter out UnManaged Resources which show up by default when reviewing the people schedule. With hundreds of Unmanaged Resources showing up we need a quick and easy way of doing this.
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Core Return Tracking
Hello, I am currently working on setting up a Core Return Tracking workspace. We plan to track all of our parts in the system by adding them to a master sheet via a form. Once a part is sold, we want the warehouse guy to be able to use a form type setup and just have to enter details on a few of the columns to update the…
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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
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Multiple assigned to with different workload
Hello, I want to assign different workloads to people who are members of projects, but I am unable to figure out how to do that. For example I would like to set up: Project A has 2 members: Member A with 5% capacity Member B with 15% capacity thanks in advance
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Help Article updates - August 2024
Hello Community, We’ve created new content to highlight specific capabilities: Jira Connector Learning Track Salesforce Connector Learning Track Integrations and Add-Ons Learning Track We’ve published the following new articles: Admin Center: Manage authentication options Admin Center: Apply security settings to forms…
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Resource Management to assess Duration from linked Smartsheet sheet
Hello, Are there any plans to incorporate the Duration information into the dataflow between Smartsheet and Resource Management (RM)? Currently 5 columns are synched between the two platform: Task name, Assigned to, Start Date, End Date, Allocation% Now as you see, Duration info is not at all accounted for when RM…
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Workload Tracking
I am trying to find out if Workload Tracking can be used without having Resource Management. I currently have a trial version of RM, and I am trying to determine which would be most helpful (if they can be used independently). The instructions I have found on the site state that you will open your sheet, select the RM…
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Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
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I need to run an external report from our ATS software & merge it to smartsheets with automations
I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly &…
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Workload in Smartsheet
For clarification: What are the license requirements to see the Workload heatmap in a Smartsheet project plan ? I was under the impression that a project manager would NOT need an RM license to see this ?
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Remove sheet name from workload schedule
Hello, I think I know the answer but wanted to ask. Is there a way to remove the sheet name from the Workload Schedule in core Smartsheet (not in the Resource Management application)? From what I can see you can only view the workload schedule for the sheet you are in, so having the sheet name in the view is redundant. My…
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Allow embedding or linking to workload schedule in core SS
First, I'm loving the new workload schedule in core Smartsheet! We do not own Resource Management (and it's not on the roadmap to own) and have been managing multiple sheets (one for projects, one for assignments) to track workload. While there is still a way to go, it's a good start (I do still miss the old core resource…