Resource Management

Archives for December 2022

Best Practices for allocating resources in Resource Management?
Hello, We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resource…
Road map and developments for Resource Management
Hi, I see (and am grateful for) updates on Smartsheet nearly every week. However, I rarely see updates on Resource Management (the last one being the ability to usesSmartsheet login). This product has huge promise but the user experience on the Gantt view and Analytics portals are in desperate need of updates to keep up…
Resource Management // availability is not shown properly
Hi Everyone, maybe someone here in the community can help! Today, I noticed that the availability is not shown properly meaning that the bar displaying the availability is starting in October and not according to the availability I configured for individuals by setting start and end date of work. This used to work and i…

Trending in Resource Management

What is the difference in the two Resource Management interfaces?
When in a sheet, I have access to the (limited) Resource Management interface accessed on the right side of the screen, but not the Resource Management interface marked with a nearly identical symbol on the left side of the screen. The one on the right seems to do what I need to review allocations and do some load…
Embed a Resource Management Report in Smartsheet Dashboard?
Trying to embed a Resource Management Analytics report into a Smartsheet Dashboard, but it's not working. Not sure how to get the "embed" code. Is this possible? Found this link, and although it doesn't say you can embed RM reports, at the right side it does say to get the URL: "Analytics page: rm.smartsheet.com/analytics"…
unlicensed user pending status
What difference does it make if an unlicensed user does not accept a Smartsheet invitation? We are using Resource Management and need to setup users as unlicensed users on the Core Smartsheet Product, but I am wondering what the repercussions are if they don't accept the invite and just remain in pending status. Since they…