Hi, Is there any way of doing a cash flow forecast/projection within Smartsheet. With most other project management software this is a built in feature. I would like to do a forecast of the monthly projected cost for the project.
I have information in data table A that I need synced over to data table B. The reports come from separate sources so they cannot be synced outside of Smartsheet. Another way of solving this would be allowing multiple connections per sheet. Both an add and update as well as a Look up.
嘿!Currently I have multiple sheets with a contact list. For some of these contact lists, I need all current employees in the business to be on the list. However, given the current set-up I can't find a way to automate this. We have to navigate into each sheet, add and remove employees manually. Is there a way to create…
Sometimes we have a need to remove a proofer if they are no longer assigned to a project or they were mistakenly added. We have a fluid list of stakeholders and sometimes the people added to review should be removed. I would like the flexibility to remove proofers. Thank you for your consideration!
Hi everyone, I'm needing to report on elapsed days for a few tasks. Anyone know how to do this? Note - this is different from the 'duration' function that already exists in the Gannt view. That is where I have a start and end date. In this example, I have a start date, but no end date quite yet. Any help is greatly…
Idea - Opening a preview of an Excel file (similar to the current PDF previews) when it is an attachment on a row in my Smartsheet. Example from my work - I really would appreciate the ability to preview Excel sheets so we can tell if the document submitted is our new Fiscal Year 24 form or the "old" fiscal year forms that…
Idea: enable "mouse over" functionality on dashboards. For example, an explanatory field (black box) could be activated by a "mouse over" over an info field (i) (green circle). Example see screenshot
Is there a way to preview attachments rather than needing to download each time? It seems that this requirement has been raised for a number of years now.
In the last week or so I discovered a bug in the Project Description text box that only allows the user to move the text cursor with the left and right arrow keys on the keyboard. Smartsheet support have informed me this is by design (I am quite surprised to hear this), as I understand most text boxes on websites allow for…
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.
