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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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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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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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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,…
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How do I keep parent child row structure when moving items to and from other sheets?
I am working on setting up recurring tasks for my teams timeline sheets. I have 2 sheets set up to help the recurring task functionality. My question though is around if it is possible to set something up so that when an item is marked as complete the parent and all child rows are moved and they maintain that structure?…
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco