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Resource Management

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

I don't know why some managed resources are not appearing in the project resource overview
I keep getting the same message asking to 'save the sheet and reopen the panel' to see the resource updates for a particular person(s), but they still don't appear in the resource overview, once I've expanded the section, after following the instructions. Any help would be much appreciated. Also, I am integrating my teams…
Resource Management - Work Item name not displayed in the Time and Expenses
Hello everyone, I am asking about a feature in RM that is confusing for me and my customers. Work Items listed in the Project Schedule / Work List (either retrieved from the activities / tasks from a Smartsheet's sheet) are not displayed in the Time and Expenses section of a person' Page. We have them in the Today's view,…
Resource Management panel icon - not appearing
Hi, I'm wanting to start using 'Workload tracking'. I've read the learning resource below and set up a new project sheet, however the 'Resource Management panel icon' just isn't appearing. This panel appears to the first step to setting up Workload Tracking. I've reviewed the Smartsheet community, but can't find anything…
Resource Management and Calendar connection
I have field employees that I need to communicate their daily/weekly schedule.Im currently in the process of setting up RM and have the premium calendar app. I'm assuming that they connect but I could be wrong. Does anyone know if they do connect or do i need to connect each Project sheet to the calendar? any clarity would…
Linked Smartsheet & Resource Management Assignments
Is it possible to drive work status, assignment name, etc from a smartsheet sheet linked to a resource management project? I can't figure out how to accomplish this. Everytime I do it it just changes the name of the assignment to the name of the project.
Smartsheet business user - How to activate Resource Managment included in plan
I am the system admin of our Smartsheet business account. I have enabled Resource Management in Smartsheet setting Feature enablement. but I am unable to log into https://rm.smartsheet.com/siwith my Smartsheets account. How do i active my RM account.
Can I auto add new users to a specific Workspace and access to the underlying sheets
There are a number of posts about this but they're several years old and answering my specific question
Resource Management - Way to Pull From Project's Metadata?
My team is looking into purchasing the resource management add-on and we are looking to create custom fields in the project to pull data from the metadata of a project. Is there a way to do this? I can create the custom fields in the blueprint but it doesn't seem to be connecting to anything so I have to manually input the…
How do I stop people from exported my smartsheet?
When they have commenter or viewer access? I do not want anyone downloading my smartsheet only have access to veiw only or comment. What can I do?
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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Creating project in Resource Management from a Smartsheet Report
Hi All, I would like to get data from a client's Smartsheet into Resource management, however their work is not formatted properly for me to be able to do so. In addition, there are rows of info that are not relevant to my team. I could make a report to pull the data I need, but I cannot create a project for Resource…
Difference From Past Scheduled Days
Hi I am trying to understand the information in this column, and I did one simple example, but the outcome differs from what I expected. What I need to get is the difference between the planned effort vs the real one. Let's say I have a resource allocated for 100h in a task from the 1st to the 30th of the current month. So…
How to turn off "Track your Team's Workload" pop-up
Every time I open a sheet or report this pop-up message is there. How to turn it off?

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