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Planned and Actual dates
Hello everyone, I guess (or hope) some of you have used the PMO template that contain these 2 columns, and then it calculates the overall "Health" based on the delay. However, I'm struggling with them and how to update them… Here is the scenario: * Let's say that I just created my project plan, so it is easy to set the…
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Bringing Agile Delivery and Portfolio Visibility Together in a Digital and IT PMO
I lead an Enterprise PMO supporting Digital and IT delivery and am a Scaled Agile Advanced Practice Consultant. I use agile practices to lead my team, manage our work, and set clear expectations with management. I am currently looking at how to embed more agile ways of working into our Smartsheet templates, particularly to…
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Tracking construction
we are building a new offic/warehouse. I need to track the expenses and date projection. what would be a good smartsheet to develop this? looking for ideas!
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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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Automatically Updating Start and End Dates
When converting a project to a template, the start and end dates are usually no longer accurate. Is there a way to change all the dates without manually doing so one by one? For example if a template had 12/31/2025 as the due date, and I want the new project to be 12/31/2026.
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Need to compare reports
I am needing to compare an active employee roster (Excel) to a list of users for different platforms (smartsheets and excel). This will need to be able to be done quarterly and show which names are not on each list.
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multi-select column not appear in report grouping
Why does a multi-select column not appear in Row Report grouping options in Smartsheet, and what is the recommended workaround?
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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
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Creating Project Planning Sheets from a Template, Linking to Master Sheet
I created a master sheet that will list all projects for a department. We will also have a planning sheet for each project in the master sheet, created by copying one of four templates (based on the project type). Each of the four templates will have columns set up and a hierarchy of rows based on phases, workstreams,…
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Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.
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Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
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Healthcare Governance Templates
I'm currently working on updating our PPM tool to Smartsheet and I'm looking for templates to utilize that implement a governance process to move projects through the different phases? Does anyone have anything that they could share?
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How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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Include Project Settings Non-Working Days Data in API
We currently use the API below in an automation that creates a duplicate sheet of a template we created. All of the formatting and data is duplicated using the API, but updated Non-Working Days in the template is not making it's way into the new sheet. Please include support for updated Non-Working Days data to passed via…
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Tracking & Reporting on Project Hygiene
Hi All! I am starting to explore the possibility of tracking the "hygiene" of each project being managed by our team. We have a control center solution so the artifacts all of us on the team are consistent/templatized and capable of collecting data for a rolled-up portfolio view. So I'd like to be able to leverage that to…
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Seeking Independent Consultant to Advise on Best Practices Using Control Center
Hi, Looking for someone to serve as a Control Center advisor with non-standard blueprints that do not manage programs and projects. Candidate will be an out-of-the-box thinker, providing innovative methods to enhance current structure to meet developing requirements. Would need this resource about 3-5 hours per month.…
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Updating template -> updates sheets made from the template
I would love to have the ability to make a change to a template that I created and be given the opportunity to select sheets that were created from that specific template to automatically update as well. For context: I keep track of ~130 employees training records. Each employee has their own separate sheet with all of the…
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Resource Calendar - OOO
Hello Smartsheet Community, Is there a feature to create a calendar that would list when project resources are out of the office? I have an Excel document, but wondered if there is something available. Very helpful when looking at the months ahead for timeline.
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Calendrier rapport
Bonjour, quand je crée un rapport avec toutes les dates de mes projet. Est-ce possible d'attribuer une couleur a chaque nom de projet ? merci