Recent Ideas
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Resource Management - Folder Structure For Analytics Reports
It would be AWESOME if we had the ability to create folders for reports on the Analytics tab in Resource Management. It would help keep that page organized v having to scroll for the reports you need.
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Add Attachments to Alerts in general (not the ones on the row)
Please allow the addition of attachments that are not associated with a row. For example, when an alert is triggered, an email is sent and I would be able to attach an instruction sheet or welcome letter to the alert. Right now the options for doing this are either too limiting, cumbersome, or confusing for those who are…
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Allow users who have been provisioned be seen in user list prior to their first login
Very similar to what you do for users created and invited in the app, show the users who have been provisioned in the list of users and in the download file of users. You can use the same status of invited but the not being able to see them caused a good deal of wasted time on our side. We thought something was failing bc…
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Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
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Resource Management: Delegate Approval Permission (Time Sheets)
The ability to nominate someone to be the delegated approver for a team leaders team members should be made available on the occasion they are unavailable for a period of time (PTO or otherwise) Example: Team Leader goes on holidays for 2 weeks, delegates one of their team members to approve time sheets for the team while…
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Unlimited Workflows per Sheet
I recently ran into an issue with trying to use smartsheet for inventory but I have hundreds of possible locations that involve different levels of specificity. When trying to have locations populate the location specifiers, I found out that I ran out of workflows at 150! Would be nice to unrestrict that function.
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Calendar View for Contacts Across All Projects
We are a general contractor and use Smartsheets to layout timelines for multiple renovations. We use many of the same subcontractors (Contacts) in almost every job. It would be useful if we could view each subcontractor's schedule across all projects to help avoid double-booking.
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WIP Limit
Smartsheet does not have the ability to set a WIP limit for sheets. This is something most Project Managers, especially in IT, use for work tickets/tracking. Please add this feature to Smartsheet. I currently have IT departments moving to other software because Smartsheet does not offer this feature. You are losing…
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Bench rate of non-utilized resources
I had to export out of the system by month the utilization and calculate the cost of unused resources "bench cost" outside of smartsheet. Could give an example of the report but would love to have this within the application
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Updating Bill Rates for the Organization and then updating Project back to default bill rates
If bill rates are updated at the organizational level Smartsheet should allow the project to "restore to default rate" so we don't have to update each resource and bill rate manually if we have to update bill rates.
