在SS上运行多个项目
嘿，SS社区，
我参与了一个公司，目前没有中央数据库的所有项目的监督。
我想建立一个系统，让项目经理可以管理他们自己的项目。
还有一个系统，销售，报价和其他团队可以监督项目如何在整个项目生命周期中展开。
我知道Smartsheet在这方面是一个出色的程序。
如果有人以前使用过类似的智能表，我将非常感谢他们的反馈，告诉我他们是如何成功地让他们的公司在项目沟通、项目集成、范围管理、进度管理等方面取得优势的。
任何评论都会有帮助的。
谢谢大家。
里根法国
评论
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Shaine格林伍德 员工你好，regan——如果你在社区中找不到你想要的答案，你可以找我们的设计团队来帮助你创建你需要的工作流程://m.santa-greenland.com/design-desk
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斯科特Willeke 员工我希望其他人也能回应并分享他们的想法，但是我将解释我从使用我们的新产品的客户那里听到的一个常见用例Salesforce集成的Smartsheet让他们的销售和财务团队成员在智能表格中了解最新的项目状态。
许多客户将其Salesforce实例配置为与Opportunity或Account关联的自定义Project和Milestone对象。项目经理与项目团队合作，在Smartsheet中执行项目，通常在每个里程碑下都有一组更详细的任务。当里程碑状态或日期发生变化时，项目经理在Salesforce中更新相应的里程碑，以使销售团队了解情况。
这样做的好处是，销售和财务团队可以在Salesforce内部直接查看Account或Opportunity时，看到项目的最新状态及其里程碑。客户向我们描述的挑战是，项目经理必须记得登录Salesforce，并在Smartsheet中的项目时间表发生变化时手动更新里程碑的日期和状态。他们经常忘记或每周只做一次，Salesforce中的项目状态信息就会过时或不准确。
自动化这个场景是我们为Salesforce集成设计Smartsheet的用例之一。随着Salesforce集成的新Smartsheet, Salesforce中里程碑的状态和日期自动与Smartsheet中的时间表保持同步，因为项目经理和项目团队更新时间表。项目经理和项目团队不再需要手动更新Salesforce，节省了他们的时间，销售和财务团队始终可以在Salesforce中获得准确和最新的项目/里程碑信息。
希望这是有帮助的。我期待着其他客户分享他们是如何与销售、报价和其他团队沟通项目状态的。
Scott Willeke | Smartsheet
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Try this<\/p>
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Will this work for you?<\/p>
Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":106545,"type":"question","name":"Automatically Delete Attachments when a condition is met?","excerpt":"Hello, I am looking for a way to automatically delete attachments on a row when the work is approved. Is this possible?","categoryID":322,"dateInserted":"2023-06-16T13:00:01+00:00","dateUpdated":"2023-06-16T13:00:52+00:00","dateLastComment":"2023-06-19T12:21:53+00:00","insertUserID":162459,"insertUser":{"userID":162459,"name":"Krys West","title":"Office Manager","url":"https:\/\/community.smartsheet.com\/profile\/Krys%20West","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T12:21:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":162459,"lastUser":{"userID":162459,"name":"Krys West","title":"Office Manager","url":"https:\/\/community.smartsheet.com\/profile\/Krys%20West","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T12:21:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":29,"score":null,"hot":3374099514,"url":"https:\/\/community.smartsheet.com\/discussion\/106545\/automatically-delete-attachments-when-a-condition-is-met","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106545\/automatically-delete-attachments-when-a-condition-is-met","format":"Rich","lastPost":{"discussionID":106545,"commentID":381128,"name":"Re: Automatically Delete Attachments when a condition is met?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381128#Comment_381128","dateInserted":"2023-06-19T12:21:53+00:00","insertUserID":162459,"insertUser":{"userID":162459,"name":"Krys West","title":"Office Manager","url":"https:\/\/community.smartsheet.com\/profile\/Krys%20West","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T12:21:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T12:22:43+00:00","dateAnswered":"2023-06-16T18:43:16+00:00","acceptedAnswers":[{"commentID":381061,"body":"
Hi @Krys West<\/a> <\/p> I hope you're well and safe!<\/p> Unfortunately, it's not possible now, but it's an excellent idea!<\/p> Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p> I hope that helps!<\/p> Be safe, and have a fantastic weekend!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a> <\/p> ✅Please support the Community by marking the post(s)<\/em> <\/em><\/strong>that<\/em> <\/em><\/strong>helped or answered your question or solved your problem with <\/em>the accepted answer\/helpful, Insightful\/Vote Up\/Awesome<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":106579,"type":"question","name":"Split Text","excerpt":"Can someone assist me? I need a formula on how to split the text for this below. Ex. LOW - VS-87 - Service-FS Battery Replacement Lead-MEGA MALL-1259410 I need a to have a column that would write MEGA MALL only.","categoryID":322,"dateInserted":"2023-06-17T17:04:55+00:00","dateUpdated":null,"dateLastComment":"2023-06-18T01:39:56+00:00","insertUserID":103391,"insertUser":{"userID":103391,"name":"Marilen.Navarro103391","url":"https:\/\/community.smartsheet.com\/profile\/Marilen.Navarro103391","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-09\/60\/88\/n6088a8f5166f388fd95cfcb413bcbd0e.jpg","dateLastActive":"2023-06-18T01:41:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2023-06-19T02:46:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":32,"score":null,"hot":3374075691,"url":"https:\/\/community.smartsheet.com\/discussion\/106579\/split-text","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106579\/split-text","format":"Rich","lastPost":{"discussionID":106579,"commentID":381096,"name":"Re: Split Text","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381096#Comment_381096","dateInserted":"2023-06-18T01:39:56+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2023-06-19T02:46:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-18T01:42:10+00:00","dateAnswered":"2023-06-18T01:39:56+00:00","acceptedAnswers":[{"commentID":381096,"body":"
