- Multiple projects on one sheet
We have several large projects that require their own sheets. However, we also have many small projects that do not justify creating separate sheets. They are quick one or two day jobs, but they affect scheduling and P&L need to be factored into that. Does anyone out there use one sheet for multiple small projects? And if…
- Add Years to a Date
If Term_Effective_Date = 12/07/15 and Terms_In_Year = 3 Years. What is the formula to calcuate the New Date? I need to add 3 years to 12/07/15. =DATE(YEAR(Term_Effecitve_Date2) + [Terms_In _Year]2, MONTH(Term_Effecitve_Date2), DAY(Term_Effecitve_Date2)) I am getting #NUMBER EXPECTED as an error. Thank you for helping!
- 如何自动生成任务列表
Hi, I'm super new to Smartsheet but have seen a handful of videos and am suggesting it as a solution for a bookkeeping client of mine for task and project management. We have created payroll and non-payroll client engagement templates (found on YouTube by schoolofbookkeeping) in her account to be used for each client and…
- Creating a customer Work Order form.
Good day! We are looking to change our current system of work orders (creating it manually on a hard copy) to doing it via Smartsheet. There doesn't appear to be a template already in existence. Has anyone ever created one? One of our primary concerns is how do we get a customer to authorize the work? Thanks Rob
- Formula Assistance
I’m sure I’m not the first to ask this. I could not find a post addressing my question. I am creating a sheet to track invoices through a department; receive to payment. I created a check box column titled 'January - Invoice Received' when the check box is checked i want the next column over titled 'January - Invoice…
- Reporting tool for invoicing
I run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a summary sheet that links to the individual consultant reporting sheets in order to…
- basic math in Web Form
I would like to see the ability to add, subtract, multiply and divide in a Web-form. Asking for financial information and need to add 5 or 6 boxes to have a subtotal. (at least one box is the multiple of 2 other boxes), Then deduct optional box for a final total on Web-Form. Now I ask the person filling out the form to do…
- Last Column not available for view. -- recovered!
I have a large sheet (48-50 columns by 80 rows). I can not see the last column. It has a formula that displays either "not done" or "done". I use it to highlight "done" rows in green. I was working on another indicator and wanted to access that column and couldn't scroll over to it. Have I met a limit on the width of the…
- Feature Request: Row Summary Documents
Our business utilizes Smartsheet in so many ways. One feature that continually wish Smartsheet had is what I call a "Row Summary Document". This feature would essentially mimic the Form builder already contained in Smartsheet, however it would be in reverse. The form would actually be populated based on an already…
- Web Form Submission
We here at the bank are using web forms religiously. My question is, how can we make it so that when a user submits a web form, it automatically logs the name of the person who submitted the form? It may not be possible considering web forms are public (as long as they have the link). The workaround right now is having a…