2

Hello,

I would like Smartsheet to automatically assign a project status based on duration and number of days behind project.  I have specifically been asked to assign a project status of red if the task is 20% behind schedule.  

Please let me know if you are aware of how to automate this in SS.

2

I am trying to work out the best way to do this. I have an evolving list of products (hundreds and hundreds) that can be ordered, and 29 people (only - this is set) who can order them for a Bulk Buy once a year. 

My current plan, was to create a Template, then have a sheet for each person. This way

7

I would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following:

Status "Lost" = RED

Status "Postponed" or "Unknown" = YELLOW

Status "Won" or "Obtained" or "Negotiating" = GREEN

2

This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and