Resource Management

Archives for May 2023

Resource Management: Overcapacity before 100%
This discussion was created from comments split from: Visualize Workloads Across Teams with the New Capacity View in Resource Management by Smartsheet.
Automated Project Phases in Resource Management?
We currently have resource management tied to our Smartsheet Core project plans. We have parent rows that indicate phases in the project. When I go into create a project, it seems like there's no way to have the project phases line up with Smartsheet Core unless I manually create each project phase for each project on…
Creating an "On-Hold" status for projects in Resource Management?
Hi all, I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined. It would be great to use a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline,…
In Resource Manager, how can I add time for contractors that I rarely use?
We have Contractors that we need to enter time on projects. Some of these contractors are used maybe 4 or 5 times a year. I haven't found a way to add time for non-licensed users. But I don't want to burn a license just for 4 or 5 time entries in a year. Anyone found a good way to do this without having a bunch of unused…

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…