- Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
- Cash Flow Forecast
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.
- Gantt Charts Hour Minute
Currently, the desktop app supports Down to the Day for the Gantt view. Is there any way to have projects in hours on the desktop app instead? Finding another piece of software to do this common practice of a project that lasts a couple of days but has many moving parts and dependencies is frustrating. We have run into…
- Two jobs in one spreadsheet?
Hi, Thanks in advance for your help. I have two sets of duties within my position: one set as Sustainability Engagement Coordinator, and one as Energy Coach. How can I use smartsheet to track the amount of time I spend each week on work for each set of duties, and track projects on each? Or do I need separate sheets for…
- Changing File Directory for downloaded attachments
Hi all, For context, I use a Form to manage incoming service requests and generate PDF Work Order attachments. I would like to change the file directory for downloaded attachments to a shared folder rather than 'Downloads' so my supplier has visibility of the work orders when they are assigned. I can't seem to find an…
- Elapsed Days Counter - How?
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…
- Project Timeline: new view
Can Smartsheet please consider a different view for Project Timelines? See attached graphic. The Gantt view when exporting to Excel, does not include weeks. When presenting to leadership at my institution, leaders prefer a more condensed view. The cherry on the cake is being able to show current status (in %) and when…
- IF Statements when a score / number is between two values
Hi there! I'm working on a dashboard which will show the overall "health" of a program. I'd like the health score I've already devised to display on a sheet as "Red" "Yellow" or "Green" depending on if the score falls in a certain range. For example, if the score is less than 84.99, display "Red", between 85 and 94.99,…
- File Upload to Resource Management - projects
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.
- Portfolio Management: Team member part-time availability on Projects
我需要能够设置兼职的可用性or a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
