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Resource Management

Ask questions about Resource Management by Smartsheet or about the Resource Management panel.

Smartsheet form won't submit, get red message that there was an error submitting form.
Have tried submitting through incognito window, refreshed page and submitted, restarted computer than tried submitting, tried submitting through a different network all to no avail. Would appreciate any suggestions.
Resource Management - Date View
Hi all! We used to have an option at the top of the Schedule View on Resource Management that allowed us to quickly jump from week to week/month to month (green box in screenshot). It now looks like we need to click the arrow (red box in screenshot) multiple times in order to scroll through all the dates. Is there a way to…
How can I change the Schedule to view at a project level not task level?
In Resource Manager, I'm looking for a Schedule view or a Report that will show me people, the projects they are working on and the allocation on that project, but I would like the view to exclude the task level. The basic Schedule view of People and Assignment Details would work well if I could find a way to remove the…
Resource Management - Connect to existing project option missing
I imported 20 projects into Resource Management via csv file and would like to tie them to smartsheet project plans. Usually there is a radio button option that allows you to connect to an existing project, but I don't see that anymore. Anyone else notice that option is missing? Importing the projects and connecting is…
Resource Management
Hi Smartsheet Community, Currently our organization is at Business Plan to evaluate Smartsheet. At the moment, we are satisfied with the output and performance and intend to go Enterprise Level. However, the team is tasked to evaluate Resource Management as well, is there a way to have one or two trial licenses for at…
Subject: Adding Multiple Milestones on the Same Row in Office Timeline Pro (PowerPoint)
Hello Smartsheet Community, I’m trying to transfer Smartsheet data into Office Timeline Pro in PowerPoint to create a roadmap. However, I need to display multiple milestones on the same row instead of separate rows. Could you please advise on the best way to structure my Smartsheet data to achieve this when importing into…
Workload in Smartsheet
For clarification: What are the license requirements to see the Workload heatmap in a Smartsheet project plan ? I was under the impression that a project manager would NOT need an RM license to see this ?
Unable to access Resource Management
This discussion was created from comments split from: Resource Management.
Limiting Visibility of WorkApps
I have created a number of WorkApps each related to a different project. This solution is perfect other than if I create a Group of people that should all have the same access to their specific projects, but not access to all projects. I am trying to get away from having to manage permissions full time. Is there a way to…
Summary path
Hello, Is there a way to reflect gaps in the summary path as i want to see when there are no deliverables within a certain timeframe for resource management. The project spans over many years so the summary path appears as though there are continuous deliveries when the subtasks field is minimised which is now the case.…

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How can I change the Schedule to view at a project level not task level?
In Resource Manager, I'm looking for a Schedule view or a Report that will show me people, the projects they are working on and the allocation on that project, but I would like the view to exclude the task level. The basic Schedule view of People and Assignment Details would work well if I could find a way to remove the…
Workload in Smartsheet
For clarification: What are the license requirements to see the Workload heatmap in a Smartsheet project plan ? I was under the impression that a project manager would NOT need an RM license to see this ?
Business plan. Limitations on the number of dashboard widgets. No access to Team workload tracking
Good afternoon. I am a license holder by invitation to the work team of our company under the Business tariff. Why the license holder has a restriction on the number of widgets on the motherboard, if the business plan does not have these restrictions, and the restrictive message says “upgrade to Business or Corporate”?.…

Resource Management

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