CPM Staff Tutorials

Delete Cancelled Pilots

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Create folder for deleted Pilot in Team Drive

1.  Go to the 'P&A Pilot Team' (Team Drive) --> 'Deleted Pilot Smartsheets' folder.

Link: Deleted Pilot Smartsheets folder

2.  Click the '+ New' icon and select 'Folder'.

3.  Type the name of the folder.

Note: The name of the folder should be the name of the Smartsheet.

4.  Click 'Create'.

Expand folders under Task Name column

1.  Open the Pilot sheet that needs to be deleted.

2.  Right click on 'Task Name' column.

3. Select 'Expand All'.

Export Pilot sheet to PDF and to Google Sheets

1.  Click the 'File' menu, select 'Export', and then select 'Export to PDF...'.

2.  Select the 'Include Comments' and 'Include Collapsed Rows' checkboxes under 'Options'.

3.  Click 'OK'.

Note: The PDF will automatically saved in your computer drive (check your 'Downloads' folder).

4.  Move the PDF file to the created folder to Deleted Pilot Smartsheets folder.

5.  Click the 'File' menu, select 'Export', and then select 'Export to Google Sheets...'.

Note: The Google Sheets will automatically saved in 'Google Drive' --> 'My Drive folder'.

6.  Click 'Close'.

7.  Go to 'Google Drive' --> 'My Drive folder'.

8.  Move the saved Google Sheet to 'P&A Pilot Team' (Team Drive) --> 'Deleted Pilot Smartsheets' folder.

a.  Right click on the saved Google Sheet and select 'Move To'.

b.  Locate the correct folder in the 'P&A Pilot Team' (Team Drive) --> 'Deleted Pilot Smartsheets' folder.

c.  Click 'MOVE HERE'.

Remove Pilot sheet from report and move to Canceled Smartsheet folder.

1. Navigate to '2010-20 Pilots by RC' report.

2. Click on Report Builder icon to access report.

3.  Click 'Where' and Click on Canceled sheet you want removed from report.

4.  Save.

5. Run Report.

6.  Move the original Smartsheet file to Pilots Sheets 2019-202--> 2019-2020 Canceled Pilots/Samples

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