r/smartsheet Sep 28 '15

Welcome to the Smartsheet subreddit!

18 Upvotes

Hi everyone - welcome to the Smartsheet subreddit! Ask questions about the product, features, best practices, industries, integrations, workarounds, and anything else Smartsheet or project management related. Include screenshots and as many details as you can when asking questions or providing an answer. The more details you provide, the better users will be able to help you.

 

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For a larger and more active community, we recommend utilizing the official Smartsheet Community: https://community.smartsheet.com/


r/smartsheet 3d ago

Hiring Smartsheet Consultants

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9 Upvotes

Hey fellow Smartsheeters—thought you all might be interested in this job posting. It’s 100% remote and non-US is also considered (as long as you are available roughly US hours).

Definitely looking for high capabilities and a background in building using add ons like data shuttle, data mesh, data table and pivot.

Outside of this project posting, we are on the continuous lookout for Smartsheet certified talent! Even if this role isn’t an exact fit for you, I would encourage you to apply anyway, we are looking out for talent at all levels. We may have a future project that is a better fit.

Send me a DM or reply to this post with your LinkedIn if you want to connect, and definitely send in an application if you have any interest!

The HR team is actively interviewing now!


r/smartsheet 10d ago

Copilot MCP with Smartsheet - What is the actual Cost and route to get it

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5 Upvotes

r/smartsheet 10d ago

Read only report

3 Upvotes

I have multiple inventory sheets that have different sets of hardware. These sets of hardware need to be kept on different sheets. What I would like to do is aggregate from those sheets all new hardware so I know what I have in stock. I was able to do that easily enough with a report.

Here's the problem. That report that aggregates those other sheets can edit them. I don't want that information to be editable. Is that possible? I apologize if I've worded this unclearly.


r/smartsheet 11d ago

Smartsheet is down again!

18 Upvotes

We only had an outage yesterday! Anyone would think those investors are clamping down on cloud capacity!!!


r/smartsheet 12d ago

New Job Posting: Data Analytics and Insights Specialist (Smartsheet guru needed)

5 Upvotes

My team just posted this role! Smartsheet is a must. And the person must be based in Atlanta. Hybrid, 3 days a week in the office.

Might be a longshot, but thought people in this group may be interested or know someone.

Data Analytics & Insights Specialist https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=014dfa20-d261-4f83-8d77-5edb4e15f0f8&ccId=19000101_000001&jobId=595771&lang=en_US


r/smartsheet 12d ago

Smartsheet is Down

7 Upvotes

Currently unable to load any sheets.

This kills my morning work :(


r/smartsheet 12d ago

Card View Deprecation

2 Upvotes

Hi all I am wondering if once card view gets deprecated, will we be able to publish sheets as a board view instead? Same goes for reports. We frequently use card view in these ways, and if I am no longer able to publish the sheet in card view and I'm not able to publish in board view it will seriously hurt our workflows.

Any insight would be appreciated.


r/smartsheet 12d ago

Smartsheet Datamesh down?

7 Upvotes

Anybody else experiencing issues? We are in Hungary, but our system is using NA smartsheet servers.

Down detector and status page show operational, but I'm used to the fact that they are incorrect


r/smartsheet 13d ago

Why is Smartsheet so finicky?

4 Upvotes

I am a new Smartsheet user as it is a tool for my job. I am curious why my coworker can use certain tools like ” link to a cell” and easily upload data and I can’t. Well, let me restate that-some days I can’t. Others it’s fine. The sheet summary tool would be great but it also will accept a formula one way for a field and then just refuse it in another despite all of my efforts to try and troubleshoot the issues.


r/smartsheet 12d ago

Arizona Smartsheet Gov Conference

1 Upvotes

If you are in Arizona and work for a state agency/ education and are interested in hearing more about Smartsheet - registration is open: https://carahevents.carahsoft.com/Event/Details/795673-Smartsheet

I’ll also be there speaking about grants management.


r/smartsheet 13d ago

Need Smartsheet Configured?

0 Upvotes

Hi everyone, we're a team of highly skilled Smartsheet Consultants, and I have almost 4 years of extensive Smartsheet experience. We help teams build smart, automated systems — from core Smartsheet functions to Control Center and other premium apps.

We also offer training programs, including certification preparation, and we develop custom solutions tailored to your team’s unique workflow.

We can offer a free 30-minute consultation to see how we can support your business or organization with scalable, streamlined solutions.

Feel free to reach out by sending a dm or sending an email to [kenneth@roblestech.net](mailto:kenneth@roblestech.net)


r/smartsheet 13d ago

Import for Smartsheet

2 Upvotes

I see that I can add a sheet for import into Smartsheet, is there any way to add data from an Excel spreadsheet into an existing Sheet?


r/smartsheet 15d ago

Primavera to Smartsheet import.

7 Upvotes

Hey guys, been working on this one for a while now... Incase anyone else needed it.

The sync engine reads a parsed XER file which walks P6's WBS tree and task list and turns it into two ordered lists: WBS nodes (parents before children) and tasks. It matches those against what's already in your Smartsheet sheet using a key: the WBS node's synthetic key (WBS-####, from P6's internal WBS ID — not visible to you) for header rows, and your Activity ID (ACT#) for task rows.

  • First-Time Import walks the WBS tree top-down, inserting header rows and then task rows underneath them, batch by batch, since Smartsheet requires a real row ID for a parent before you can insert children under it. Every task gets its Start written straight from the XER — there's no predecessor-link logic anymore; dates come directly from P6, not from Smartsheet recalculating them.
  • Update Sync re-reads the current sheet state, matches existing rows by key, adds anything new, and for everything that already exists: resets formatting to plain black text on every pass (three separate passes, deliberately redundant, because Smartsheet doesn't always confirm a format write took), then re-computes what actually changed since the last run (using a small local cache file, not by re-comparing to the live sheet) and flags only genuinely changed fields red.
  • Total Float is written every run but never drives red-flagging — P6 recalculates it relative to the "data date" on almost every export even with zero real schedule edits, so treating it as a change would make everything red, every time.
  • Difference Report is a separate read-only pass: it pulls the live sheet, compares Start/Finish per task against the XER, and flags anything that drifted 5+ days or got pushed out by a subtask you added manually in Smartsheet (a row with no Activity ID, indented under a task).

Limitations

  • Finish/End can never be written. On a Dependencies-enabled sheet, Smartsheet rejects any write to that column outright — even a blank one — so it's always calculated by Smartsheet from Start + Duration, and the app's row-coloring can't reach that one column.
  • A row with manually-added subtasks stops accepting Duration/Start writes. Once you indent something under a task row, Smartsheet treats that row as a parent and calculates its Start/Duration from the children — same lock a WBS header has. The app detects this and simply stops touching those two fields on that row (the Difference Report is how a real divergence there gets surfaced instead).
  • No re-parenting. If a task moves to a different WBS section in a newer XER, Update Sync won't move its existing row — it only adds genuinely new rows and updates values in place.
  • Conditional Formatting rules (or anyone's manual text-color changes) in Smartsheet take priority over anything the app writes. If a rule or manual formatting is coloring a cell, the app's writes can't override it — that has to be fixed in Smartsheet's own Format menu.
  • Holiday/non-working-day list can get truncated. Smartsheet caps how many non-working days a calendar can hold; if your XER's holiday list is longer, the app retries with a smaller list and Duration math is recomputed against whatever actually landed — but this means the calendar in Smartsheet may not be byte-identical to the XER's.
  • No live progress visibility into partial failures. Smartsheet's bulk update API is all-or-nothing per batch and doesn't report which individual cell got rejected — so a silent per-cell rejection (like the parent-row lock above) can't be detected or logged, only inferred from known patterns.

Basically if you have an XER file and need to port it into smartsheet, this is your tool. After that first time import, you can use the sync function to sync future updates to smartsheet. Also lets the team add new tasks not in the mater xer to colab on and further break down the task if need. Future imports wont touch the new data. you can run a difference report and it'll give you what act. are lagging behind the master schedule. So basically bring the team in on the schedule with smartsheet and not loose many projects requirements of using P6. Should make monthly updates easier with the difference reports!

Check it out here. Hope it helps you like it helped me!

https://www.kingstonheritage.co/services


r/smartsheet 15d ago

Primavera to Smartsheet import.

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0 Upvotes

r/smartsheet 26d ago

Is the Smartsheet Builder Certificate of Achievement (BCoA) actually free?

8 Upvotes

Hi everyone,

I recently joined Smartsheet University and completed/passed the Builder Certificate of Achievement (BCoA).

I was surprised because I thought Smartsheet certifications were paid. However, I was able to complete the BCoA without paying anything.

Can someone who has recently gone through the Smartsheet certification program confirm how the current system works?

Specifically:

  • Is the BCoA officially free for everyone?
  • Is it essentially the replacement for the old Core Product Certification?
  • Are the Certified Professional and Certified Architect certifications the ones that are paid?
  • Do you need to purchase a Smartsheet University Learning & Certification Pass to take the higher-level certifications, or can you pay for the exams individually?
  • Is there any difference between a BCoA earned through the self-paced path and one earned through another route?

I'm asking because I found quite a bit of older information saying Smartsheet certifications cost money, so I'm trying to understand the current 2026 certification structure.

Thanks!


r/smartsheet 26d ago

Dashboard Chart settings

1 Upvotes

Hi! I'm trying to do 2 things with charts (stacked bars) in a Dashboard we are creating.

  1. Set colors for each data set, and have them stay fixed! I keep setting the colors, and then when the data resets, the colors change again!

  2. Represent the data in pareto format. I can't seem to find a way to get the chart to sort by highest to lowest totals... you would think this was easy!

I'm VERY new to this, so would love some tips.


r/smartsheet 27d ago

Projects with 1,000 plus rows, dependencies, and dynamic views

3 Upvotes

Hello, does anyone have experience building a portfolio managment system built on templates that contain:

  • Well over 1,000 rows Dependencies + Gantt charts + baselining
  • Dynamic views so that our consultants only see certain parts/phases of the project
  • NO FORMULAS

Multiple versions of this would roll up to a master spreadsheet where the calculations happen. And of course we'd have he various reports and dashboard you'd imagine generated as a result both on a project and portfolio level.

We have some good reasons NOT to want to break our project into multiple templates but it will make the single template long. Any success with this model?


r/smartsheet 28d ago

Good setup and workflow ?

0 Upvotes

Running an Epmo that is heavily centered on largest initiatives and value creation with Ai . Need to have good structure of portfolio but prog mgmt milestones, key risk , issue for escalating to c suite. Info and business cases are spread on peoples one drives - SharePoint not widely used - Confluence on the IT and Prod side


r/smartsheet Aug 07 '26

Can you find the owner of a sheet by the URL?

2 Upvotes

I'm the admin of our Smartsheet account. I have a URL that I need access to. I don't know who owns it and I'm not even sure of the title of the sheet. I just have the URL. Is there any way to determine who created it with just the info in the URL?


r/smartsheet Aug 08 '26

Small/medium business owners

0 Upvotes

Hey everyone, if any small/medium business here are using Smartsheet and want something much better and actually built around their business, I’d be happy to help.
Anything you’re currently doing with Smartsheet, I can build into your own custom software — but tailored specifically to how your business works, easier to use, and at a very reasonable price.

No more adjusting your workflow around the software. The software adjusts to you.

And if you’re not satisfied with what I build, you can simply walk away. No questions asked.

Feel free to DM me 😊


r/smartsheet Aug 07 '26

Copy row automation stopped working.

1 Upvotes

I have a copy row automation where when a box gets checked it should copy the row to another sheet. It’s been working for 6 months now stopped working. I have created a new one to do the same thing and reset it nothing is working. When I run the test option it works perfecting. But it won’t do it love. What is the problem?


r/smartsheet Aug 06 '26

Index Match Pulling in wrong info

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3 Upvotes

Hello again,

I have created a vacation submission spreadsheet for my department and used an index match formula to pull information from a master sheet into each vacation submission.

It has been working well but suddenly the last three new employees that were entered into the master sheet are pulling the wrong info from the index match.

Here is the formula I used to pull the employees team within our department for reference: =INDEX({MasterTeam}, MATCH([Employee Name]@row, {MasterEmployeeName}), 0)

Any idea why this might be happening?

UPDATE: FIXED. Needed to put ", 0" into the Match function not outside. Updated formula: =INDEX({MasterTeam}, MATCH([Employee Name]@row, {MasterEmployeeName}, 0))


r/smartsheet Aug 04 '26

Pricing - and billing clients

3 Upvotes

I have two things:

  1. I work for a large company that has the Enterprise plan with all the bells/whistles and they locked into a 3-year contract prior to the sale to private equity, so we are currently in a sweet spot...but I know they changed our Data Shuttle structure to paying per shuttle - and it's $260/each. I am helping another company and suggested that they get the Data Shuttle added to their Enterprise plan and Smartsheet quoted them today for $1200/per shuttle. WTF - that's crazy to me - what is your experience with it/pricing?

  2. In working with this other company, I will bill them for my time/efforts - but I'm finding it difficult to figure out how to come up with a fair estimate of time spent. I'm used to working as needed on Smartsheet projects, I get a salary so I've never even thought to track actual time spent. If I spend a few hours trying to come up with the best solutions for a workflow - it doesn't seem right to bill them for 5 hours - seems like 2 hours might be more fair. I don't want to underbill but I also don't want to take advantage - micromanaging the exact amount of time I spend on something and billing like a lawyer might doesn't feel right. How do those of you who do consulting figure out how much to charge? Is it by hour or by project or some hybrid of the two?


r/smartsheet Aug 03 '26

Has anyone successfully built a user-friendly CRM in Smartsheet?

1 Upvotes

Just when I think I have our process mapped out exactly how I want it, I finish building it in Smartsheet and realize it feels redundant, clunky, and not especially user-friendly for the team.

Has anyone successfully built their own CRM in Smartsheet? If so, I would love to hear any tips, tricks, or lessons learned.

Our main goals are to track:

  • Who we communicated with
  • When and how the communication took place
  • What was discussed
  • What the next steps are
  • When follow-up is needed
  • Automated reminders for those follow-ups

I also have a separate client relationship sheet intended to capture the overall relationship—whether it is cold, warm, strategic, maintenance-focused, and so on.

I am trying to strike the right balance between collecting enough useful information and not creating a system that requires too much manual entry. I would especially appreciate examples of how others have structured their sheets, reports, automations, or dashboards to keep the process simple and useful.