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📣 Resource Management API Docs–Improved and on the Developers site! 💪
Hello Resource Management community! The Resource Management API is documented more comprehensively than ever in OpenAPI and available on the Developers site! Here's what's new: New Location: Please update your bookmarks! Find the docs at https://developers.smartsheet.com/api/resource_management. Downloadable OpenAPI…
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Users lost Member status and cannot be reassigned (Active but not visible in seat allocation)
Hi all, I’m facing a rather odd issue and wanted to check if anyone has experienced something similar. For about a month now, we have several users who are still present in User Roles and Reports and appear as Active, but have lost their Member status. The problem is: I cannot reassign them as Members from User Roles and…
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Incurred hours not showing for future dates within the same month
Hi everyone, We are using Smartsheet Resource Management for capacity planning, operational follow‑up, and monthly financial reporting, and we have a recurring challenge related to how Incurred Hours are handled in reports. We understand that incurred hours are date‑driven (past vs. future), and that this behavior is…
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Transferring sheets, etc to my control
An employee left our company but i could not find how to transfer her work to myself to control. She would come up when i searched users (True Up page) but not in the User Reports where I could edit her profile. I revoked her access and now received an email that the webform link is not working. I need some help with this…
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Integration with Smartsheet Projects
I have a process with which I create a project in Smartsheet, one of the sheets in my project is a resource sheet. So I add the resource names and create a Resource Management project in RM for the project. I would like to add a flag in Smartsheet that indicates (green) if I have an associated RM project or (red) if I do…
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Urgent help please! How to restore a sheet exactly as it was?
Hello! I need urgent help please! Is it possible, either locally on Smartsheet or with a third party platform, to restore a past version of a sheet to an identical format? I have tried the local Smartsheet backup, ProBackup, and am troubleshooting Fluentpro Backup. All have trouble with parent child cell relationships,…
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Managed vs Unmanaged Resources Utilization Reports
I have linked my Project Plans to Resource Management but the Utilization report in Resource Management is only showing me the Managed Resources and does not show me the Unmanaged Resources. Is there a way to get this Utilization report or view without having to buy Licenses for all these Resources who will not use the…
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Status reports
Has anyone figured out how to easily see overdue tasks in RM or how to pull a report? Side question: Are we any closer to have RM statuses sync to Smartsheet?
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RM View in a Workapp
Hello, I'm currently trying to build out a solution for my project planning team and using workapps to provide visibility to all the information they need to see when planning out the incoming projects. I want to include a view on my workapp so the planners can see what projects are in each program currently and what…
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Adding client logo in project settings
Hi Everyone, For 6 months I was able to add a client logo to the "add image" section of the project settings in RM. Suddenly, I cannot. I'm using the same logo used on a project last month and now I get an error message. The chat bot help told me to restart my computer and use a jpg. Done, doesn't work. Any suggestions?
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Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…