Resource Management

Archives for August 2023

How to make the value of “Duration” field be updated automatically when I change the assignees.
Hello SmartSheet Team, How to make the value of “Duration” field be updated automatically when I change the assignees. For example, there is one task effort is 8 person days, if I assign two members as the processors for this task, I suppose the “Duration” should be 4 person days automatically. But the value of “Duration”…
Editing Start & End Date w/dependencies enabled
I have a worksheet with a Start & End and Project Settings set. I really need the durations and predecessors for the Gantt chart. However, I want my users, ELT, to work only from a report of Dynamic View and they need the ability to edit their dates as needed. According to the article below you can only edit the dates in…
Reminders: How to set up reminder if cell DOESN'T change?
I want to set up reminders, and force and escalation, if a Status cell does not change after X days. Scenario: Someone fills out an intake form. The Status is "Not Started" by default at the time the Intake form is submitted. The team's SLA is 3 days to change the status to "Reviewed" or "In Progress." If they don't, I…
Approving time entered in advance
*** EDIT THIS HAS BEEN CONFIRMED*** I'm relatively new to RM Timesheets. I wanted to confirm that you can't approve time entered in advance. As an example, someone has submitted her timesheet for this week, but has noticed she can only approve Monday and Tuesday. I'm assuming this is because the time hasn't passed yet?
more than 1 resource assigned to a task
When there is more than 1 resource assigned to a task (Ex: 2 people) and change in RM the percentage of allocation of Resource number 1 , it automatically set the same percentage of allocation to the second ressource. How can we differenciate the specific allocation distinctively other than having to create a second liner…
link between the completion percentage and the Resources availability
If I modifty the Percentage of completion to 100% in Smartsheet after the first week of a task that was originally planned for 2 weeks. will it increase the availability of the resources for the second week ? Is there a link between the completion percentage and the Resources availability. Can this be managed ?
Impossible to fill a form - paid plans problem
Good morning, I recently changed the owner of our paid plans but, since then if someone try to fill the form, receive an error message: "Sorry, you cannot access this form because it was published as part of a free or trial account" We obviously have a currently valid paid plans "Business". What's happened? Thank in…
Is there any way to connect the phone number into the smartsheet contact?
Some Projects need a contact number. That's why i'm asking for this question.
Assigned Resource
Hello My team utilizes smartsheets to assign resources for project within a set time duration. I'm looking for the best solution to determine how to view/flag overlapping resource assignments within the same date periods. Is there a way in the drop down menu in contacts to display if said individual(s) are already assigned…
Resource Management - Way to Pull From Project's Metadata?
My team is looking into purchasing the resource management add-on and we are looking to create custom fields in the project to pull data from the metadata of a project. Is there a way to do this? I can create the custom fields in the blueprint but it doesn't seem to be connecting to anything so I have to manually input the…

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How do I manage part-timers in Smartsheet so the data is synced accurately to RM?
In Smartsheet all team members are treated as full-timers but in Resource Management individual members working hours can be configured via profile account settings. In Smartsheet we have added an 'estimated hours to complete a task' column that is converting into Allocation %. The Allocation % column is then pulled…
Resource Management Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
How to best get help on working between Resource Management & Smartsheet more smartly
As a design department manager of 4-5 mechanical & project engineers helping with the team and helping manage projects and budgets I am feeling a little stumped on the best way to use these two systems. As I would prefer to only use one, and I feel our team would agree. As we currently are using Resource Management to…

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