Hi, I am a contractor and I have all of my draw payments tied to tasks (ex. beginning of drywall) and all my subcontractor payments also tied to tasks (ex. beginning of framing). I'm trying to use my project Gannt to also track my cash flow. I've done this in Excel; however, it was VERY complicated and kept breaking. My…
Hello, I am trying to put together a sheet that reflects as a holistic "Status Update" depending on whether or not something has been "Approved", is "Pending", or has been "Denied". I attached a photo that shows what I am trying to get my sheet to reflect and what is happening with returned values. Here are the examples of…
我们有一个表在哪里all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
I am looking for help with a formula where I have a parent row and then multiple children rows below. The Parent has an overall status that is a 4 ball symbol of red, yellow, green, blue) My child rows are using a dropdown menu called "Confidence" with percentages as the values (10%, 20%...100%). I'd like to set the the…
The dashboards that I've created for out Project Management teams contain a report that lists all their active projects with a hyperlink to a project schedule (A different Smartsheet Grid). I've been asked if it is possible for them to open the schedules in a new tab rather than opening it up in the same tab/window,…
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
Hello I have a sheet I made where I load in all my orders of items needed for a job. Each Item has a code assigned to it I'm calling the Entry Name. There will be times where the same Code/Entry Name will appear several times during the life of the project. For Example This week I might need 4 - BT01 (Entry Name) then as…
I have created a purchase order sheet and form which auto generates a number each time. How do I reference this number to pull it through into the form completion confirmation message and/or email?
