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There are three types of projects by default in Smartsheet Resource Management module as follows:

1. Confirmed
2. Tentative
3. Internal

Whereas we have different project types like "Corporate project, Corporate lite etc. We like to match project type defined in Smartsheet with Resource Management. I reached out to Smartsheet, and I was told that, it is not possible to edit/change/add project types in Resource Management. I am submitting this enhancement request to enable RM admins to change/edit/add project types in Smartsheet RM.

Thanks

Claude Connector for resource management would be incredibly impactful! In my org, we struggle with consistent time tracking and do a lot of manual data analysis based on resource management exports. Claude would reduce the manual labor on both ends and improve our resource management processes significantly

I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.

I would like to display a KPI if a condition is true ([boolean field] = true).

Scenario: I have a helper sheet checking data entries for errors and a second helper sheet counting the errors. I would like to display a KPI on the dashboard showing the count of errors only if errors exist. The KPI then points to a report that allows the user to fix the errors.

Always displaying the KPI clutters the dashboard. Always displaying the KPI risks the metric being ignored when 99% of the time its zero - especially without a condition formatting option. By conditionally showing a Chart the dashboard is kept clean and we make best use of exception management principles. (Using a report instead of a KPI where conditional formatting works is an ugly work around that still doesn't return the desired effect.)

Displaying KPI's based on current user would be useful as well.

I would love an option to be able to export data in excel format from dynamic view

Implementing backward scheduling in Smartsheet would significantly enhance its utility for project managers who work with fixed deadlines and need to calculate start dates based on a target completion date. Backward scheduling allows users to plan by defining end goals and identifying the necessary steps and timelines to reach that goal. This feature is invaluable in ensuring that teams can prioritize tasks efficiently, account for dependencies, and prevent delays that could impact the overall project delivery. Adding backward scheduling would position Smartsheet as a more versatile and competitive project management tool, better equipped to meet the needs of industries that rely on strict timelines, such as manufacturing, construction, and event planning.

How about creating an option to get a list of all connected items within a workspace? I have created a large ecosystem of sheets that are connected to each other, and some have flows, some have Dynamic views, some have cross-sheet references, some do not — it would be great to be able to select a workspace name, or even a sheet name, and then display a list of all connections — such as all automations that are in the workspace, along with the sheet they are linked to? Maybe a right-click in the Browse mode, and one could display a list of workflows, or even a list of all sheets and reports that are connected to the item?

It would really help in documenting a workspace, especially when turning over a project to another person.

I have came across two request in our company to remove rows with grouping name like in the example below"Parent Workstream" to save space and make reports more clean on dashboards. Please consider adding a feature to hide that information on dashboards.

Moving summary fields one position at a time is cumbersome and unnecessary. Please add functionality to those fields to allow a user to re-arrange and/or sort as desired.

We need the ability to apply a default formula to a column (such as =[Request Date]@row + 7), but allow users to override the result on a row-by-row basis when needed.

Currently, if we use a Column Formula, it locks the entire column and users can't make exceptions or input a different value in one row. If we remove the column formula and use row-level formulas instead, we lose the ability to apply it automatically to new rows without complex workarounds.

This restriction creates friction in workflows where:

• A date or value is almost always calculated the same way (e.g. 7 days from a request)
• But occasionally, the logic needs to be overridden for outliers (e.g. larger projects)

We’ve tried:

• Two-column formulas (Manual + Calculated), but this creates extra clutter and confusion
• Automation to populate values, but change cell value cannot be used for a date field, and the field must be a date field in order to send reminder emails based on the alert someone automation