Build cashflow from multiple projects

marc withnall ✭

10/21/18 edited 12/09/19 inAPI & Developers

I would like some help (happy to pay) to enable our company to map task and revenue budgeted for each task and then have the data feed into a cashflow sheet somehow.

Could someone help me

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Andrée Starå ✭✭✭✭✭✭

10/22/18 edited 10/22/18

Hi Marc,

I'd happily work with you and help you with setting up a solution for handling your Cashflow process.

There are a few different ways to do this, and I need some more information to see what would work best for your particular situation.

Let's start with a free discovery call.

Please e-mail me at[email protected]and well take it from there.

Best,

Andrée Starå - Workflow Consultant @ Get Done Consulting

SMARTSHEET EXPERT CONSULTANT & PARTNER

https://workbold.com/

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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Feel free to submit a Product Idea!<\/p>

There's nothing we can do as users. It would require a rebuild of that system. I'm pretty sure it's resource intensive, and runs on a schedule performing the automations.<\/p>"},{"commentID":388346,"body":"

No problem. Sorry I didn't have a way to help solve your problem. <\/p>

Having to wait is especially frustrating for me when I'm giving a demo, but that's not the only time I'd like them to execute faster. <\/p>

Consider submitting a Product Idea here (if a search for an already made suggestion isn't available for you to upvote. <\/p>

\n \n https:\/\/community.smartsheet.com\/post\/idea\n <\/a>\n<\/div>

All the best,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107839,"type":"question","name":"Extract List of Unique Values","excerpt":"Hi Is it possible to use Bridge to extract from a column a list of values, run a JS to extract an array of unique values, and then pass this to another sheet and update another column with this unique list?","snippet":"Hi Is it possible to use Bridge to extract from a column a list of values, run a JS to extract an array of unique values, and then pass this to another sheet and update another…","categoryID":320,"dateInserted":"2023-07-20T06:57:54+00:00","dateUpdated":"2023-07-20T07:09:25+00:00","dateLastComment":"2023-07-23T23:46:17+00:00","insertUserID":125212,"insertUser":{"userID":125212,"name":"Neil Watson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Watson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pglbKXXltro!HIFbX6W_ivo!Lnqe5-nvNY5","dateLastActive":"2023-08-03T00:31:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":125212,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:31:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":106,"score":null,"hot":3379997051,"url":"https:\/\/community.smartsheet.com\/discussion\/107839\/extract-list-of-unique-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107839\/extract-list-of-unique-values","format":"Rich","tagIDs":[369],"lastPost":{"discussionID":107839,"commentID":386578,"name":"Re: Extract List of Unique Values","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386578#Comment_386578","dateInserted":"2023-07-23T23:46:17+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:31:02+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-23T08:22:10+00:00","dateAnswered":"2023-07-21T12:06:06+00:00","acceptedAnswers":[{"commentID":386363,"body":"

@Neil Watson<\/a> You should be able to use the LOWER function for evaluation but still output the version that includes caps.<\/p>

=IFERROR(INDEX(DISTINCT(LOWER(<\/strong>COLLECT(.....................))<\/strong>), 1), \"//www.santa-greenland.com/community/discussion/34271/\")<\/p>

<\/p>

I haven't tested it yet, but I feel like it should work.<\/p>"},{"commentID":386435,"body":"

Hey @Carlo Rodriguez<\/a> <\/p>

This is how I've successfully added a cell-link using the API:<\/p>

<\/p>

PUT (with the destination sheet data): <\/p>

https:\/\/api.smartsheet.com\/2.0\/sheets\/XXXX\/rows\/X<\/a>XXX<\/p>

<\/p>

Body (with the source sheet data, but the initial ColumnID from the destination sheet to show where to put the link):<\/p>

{\n  \"cells\": [\n    {\n      \"columnId\": 11111,\n            \"value\": null,\n            \"linkInFromCell\": {\n                \"sheetId\": 22222,\n                \"rowId\": 33333,\n                \"columnId\": 44444\n            }\n    }\n     ]\n}\n<\/pre>
<\/p>
Let me know if this works for you!<\/p>
Cheers,<\/p>
Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":472,"urlcode":"cell-linking","name":"Cell linking"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=320&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":208,"limit":3},"title":"Trending in API & Developers","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">