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Resource Management Analytics - Report by User, Utilization/Allocation, and Project
We'd like the ability to create a Utilization Report that groups by Name and then shows the Project Allocation %. We have the ability to group by Team Member but we cannot "Then Group By" Project.
We'd like to see the percentage allocation as a report in Resource Management by the Resource Allocation Plan from SmartSheet. We have the ability to "Then group by" Discipline or Role but we need by Project. "First group by" also does not have Project as an option.
When you view People, on their display record it shows the individual utilization/allocation % but we'd like a bulk report for all the users
January Question of the Month 💭 Join the conversation and receive a badge
Happy New Year, Smartsheet Community 🥳
2023 was a BIG year, and the achievements you shared on last month’s question were nothing short of amazing. You hosted and attended user groups, got promoted, overcame challenges, made time for your hobbies, got married, and so much more.
Now, it’s time to start 2024 with a new question & opportunity to earn badges and points while getting to know your peers.
It’s a new year. What’s one goal you set for yourself?
Let’s bring that fantastic energy of yours into the new year — we can't wait to see what you'll achieve in 2024!
Drop your answer in the comments below. ⬇️
About Question of the Month:
We kick off each month with a new question. These monthly ice breakers are just one way to help you get to know your Smartsheet peers and rack up some badges and points in the process.
Everyone who participates by answering the question prior to the end of the month will automatically receive a unique participant badge once the question closes at the end of the month.
In addition to the participant badge, the top three answers based on Community member votes will receive the Top Answer badge. To vote on an answer click on the upvote icon associated with an answer in the comments below. Multiple votes allowed and encouraged!
Rebeca S.
Re: Adding Images in Form Body and Descriptions
I agree this is a much-needed functionality. Many form builders have this out the box.
Neil Watson
Re: Group WorkSpaces and organize them in "folders"
Like this:
~WORKSPACES (as it is called now)
>Department 1
>>Workspace 1
>>>Folders/Sheets/Reports/Dashboards
>>Workspace 2
>>>Folders/Sheets/Reports/Dashboards
>>Workspace 3
>>>Folders/Sheets/Reports/Dashboards
>Department 2
>>Workspace 2.1
>>>Folders/Sheets/Reports/Dashboards
>>Workspace 2.2
>>>Folders/Sheets/Reports/Dashboards
>+ More Departments & Workspaces w/ Folders/Sheets/Reports/Dashboards and so-on...
Sharing/Permissions could be grouped in a tree from the broader Department level to the specific Workspaces within a Department. Then, add the ability to group any of the workspaces that you belong to and organize them into folders inside your own Sheets folder. That'd be awesome!
Nate Griff
Allow automation to populate cells with formulas.
For some reason the devs have blocked using =formula() and they populate cells with '=formula() when you try to use the features in conjunction. This makes your formulas inert and is quite frustrating. This seems like such a easy way to increase efficiency in the program and should be implemented immediately. Thanks for coming to my Ted talk.
Album
Re: Row automation - add to top of sheet
Top of the sheet would be preferred rather than bottom of the sheet. The option to select bottom or top would be good as well but in a dream world, it could transfer under the corresponding parent if the column identified it.
Alane
Enterprise Plans - Active Directory Integration for Contact Columns
I would like the ability to have the option to add all Smartsheet users in the same plan as dropdown options in a contact column.
For enterprise plans using AD, this would create an active staff dropdown column. This would solve many issues and workarounds for HR, IT, and PM functions.
Lindsay AR
Re: Provide users with the ability to Print a Grouped Report
This continues to be an issue when trying to share PDF reports with our clients. When the grouping is lost on the PDF export, the report flattens out and provides no value to the client like it does online.
What is the anticipated time frame for this issue to be resolved? It looks like the last response from SS was in 2022.
Thank you for your help in resolving this!
plagambina
Changes to asset Admin permissions and new Plan Asset Admin role, now generally available!
Update on 03/25/2024: Phase 1 of the asset ownership changes is now available for all customers.
Hi Community,
Currently, core Smartsheet assets (such as sheets, reports, forms, and dashboards) are owned by individuals in a plan. However, the current ownership model can create friction when key stakeholders or asset owners leave the plan or organization. In order to combat this, we are making some changes to improve the experience of SysAdmins and end users by moving the ownership of assets from the individual to the plan level.
We will be launching these changes in multiple phases. In the first phase, we will upgrade the permissions of Admins on a core Smartsheet asset to that of an Owner and introduce a new Plan Asset Admin role.
The release will contain the changes we originally listed:
- Introduction of the new Plan Asset Admin role
- Enabling Admins on an asset to have the same permissions as Owner (rename/delete)
- Updating the Access Request notification flow to
- Send access request to owner and admin(s)
- If owner is deactivated and no admins exist, send to Plan Asset Admin
- If no Plan Asset Admin is assigned, send to SysAdmin
If you have admins in a workspace or on an asset, they will get the access requests notification. This is to ensure the requests are going to people who are managing the asset and the requests aren’t bottlenecked on an individual person. It helps solve the issue when the owner is no longer at the company or on vacation and the access requests are not fulfilled.
If you have current Admins who should not be approving access, we recommend lowering their access level to be Editors. We are also looking at introducing a new permission on assets between Editor and Admin that may help in the future. This was hinted at in the following blog that also talks about some of the new features that are also coming.
Future phases will involve the deprecation of the “Owner” permission on core Smartsheet assets, sometime in 2024. More details will be provided in the coming months.
These changes will impact all users in all plan types in the Commercial US and EU instances of Smartsheet.
Learn more about these changes.
You can also stay informed by subscribing to receive product release updates for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a weekly email with news of what's released every Tuesday.
Cheers,
Lekshmi Unnithan
The Smartsheet Product Team
Lekshmi Unnithan
Re: Activity Log should reflect all changes made to a sheet (in detail) including Workflows
It would also be good know when the recipient has responded to an Update Request notification, not just received it. And even continue an Automation workflow when this happens.
