Resource Management

Archives for September 2023

Need Help with Crew Allocations
I am trying to figure out how to make something interactive so managers can allocate employees to crews more efficiently. The idea I had was some kind of interactive map that when you click on the office you would see the local manager and then the type of construction crews working there and what employees make up that…
What would the reason a coworker sees different resources after clicking the resource view icon?
The issue I am having right now is that for a project schedule for which I have activated resource management tracking, the resource view I see and the view a colleague of mine sees shows different resources. He is a license user and is an administrator in the workspace where the shared schedule is, Why is he seeing…
Managed Resources
How do I connect my project plans in smartsheet to Resource Management with free/collaborators in the assigned to without it making me pay for a managed resource license. I'm confused. Manage_Resource can be a conference room, so If I list a "free user" as a managed resource, why do I need a license? How can I use resource…
Editor with Another Company
Hi There, We are trying to add a contact from another company that is a paid user (Pro Plan) as an editor to some of our workspaces/sheets. The issue is that he only seems to have viewer permissions even though I have added him as an editor. Is there something that I am missing? TIA.
Managing Users
The name of one of our departments changed from publications to editorial and the email for the department also changed. How can we change the email associated with the Smartsheet licensed account? (Image below)Do we enter an alternate email? There is a complication here... We have an unlicensed user account for…
Change ownership of sheets in "Transferred from ....."
Hello, I, as administrator, have mistakenly transferred all the sheets of a licensed user to the administrator account (= licensed user). These sheets end up in a folder named "Transferred from (email address source accounr)". It seems that there is no single possible action to transfer these sheets back to the original…
Post Account Merging Issues
Hello, my name is Izati I'm from Malaysia. I'm sending this support ticket to request for a support session via phone call or video conference. Bit of background, my company has been using Smartsheet for quite some years. We received a an upgrade business package in July and on29th July, we has sign up for the migration…
How can i view the Utilization report in terms of Actual and Available days instead of hours?
Syncing project to Resource Manager shows one team member as New vs Confirmed
I have synced all projects to RM and all team members show as "confirmed" and their worklist transfers into RM. I have one team member that is being displayed as "new" and work will not show in RM. Any suggestions on how to fix this? Refer to picture. Thanks in advance

Trending in Resource Management

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…
Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
Resource Management and Project plan
I'm trying to wrap my ahead around using RM and how the project plan incorporates into it. Are there templates that work best with RM? I also wanted to know if the change mades in the schedule in RM will appear and reflect on the project plan automatically?

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