We use an outside managed service provider (MSP) to support the IT needs of our business. It would be great to have an unlicensed (i.e., free) account that they could use to manage our Resource Management by Smartsheet system -- they would not represent a resource which has to use the system for resource mgt purposes. This…
We are on a time crunch and will not be able to set up a blueprint in the time allotted. Has anyone ever used RM to manage many projects in one sheet? Any tips would be VERY helpful!
Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project? The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just…
Hi everyone, I generate a report quite frequently for all active project for the next 4 weeks ahead. I currently just go through all projects and check on a column I created and them pull the data in a report, but my main data is getting too extensive and I'd like to have some functions or automations to do that. I've…
We use the "Sign in With Microsoft" function across many of the applications across our estate but were disappointed that Smartsheet Resource Management doesn't support it. Is this planned for the future?
A problem came to light where a Project Manager (access level “Project Editor”) wanted to record some timesheet hours against a project that he hadn’t previously been assigned to. He accessed his “Time and Expenses” screen and clicked “report time for something else” but no options were presented, even when he typed into…
Hi I have used a working Control center blueprint to set up another one that is integrated by resource management using the steps here https://help.smartsheet.com/articles/2482511-use-resource-management-with-control-center. I am using a reseller demo account for this The new Control Center blueprint was successfully…
Hi everyone I'm working on a project that has an extensive training schedule to develop and deliver. Historically we have used Excel however we'd like to integrate it into Smartsheet to streamline our reporting. I'm wondering if there is a training schedule template available or if anyone has any best practice samples to…
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Is there a we a way to block out certain dates from being selected in a request Date Calendar field (example 12/18/2023- 1/3/2024)? Thank you!
As an admin, how can we unlock a rejected time card/time entry so resource can update the hours submitted?
Is a business license required for each individual to be assigned as a resource or on for the project manager/project planner that will be assigning the resources?