-
📣 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…
-
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…
-
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?
-
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,…
-
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?…
-
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
-
Possible Bug? Budget Report Excluding Current Week (Unapproved) Hours
I’m seeing what appears to be a gap in the standard Budget Report within RM and would like to confirm whether this is expected behavior or a defect. When viewing a project and running the out-of-the-box Budget Report from the left sidebar, it uses the default filters: Entry Type: Future, Confirmed Approval Status:…
-
Tracking Actuals vs Forecast Without Timesheets – Alternatives?
Hi all, I’m exploring ways to track actual hours vs forecast without using timesheets, as our organisation isn’t keen on implementing them. Is anyone successfully doing this? If so, what methods or tools are you using to capture actuals? Would love to hear your approaches or any lessons learned! Thanks
-
Utilization in Resource Management
Hi Smartsheet Community, I'm using Resource Management and I would like to know if there is any way to generate a report with all the Team Members utilization (planned and executed/approved hours) and respectives projects. Should be grouped by Team Member and Projects. Thank you for your attention.
-
How to account for planned employee hires?
Hello all, In our Smartsheet RM instance we have a planned ERP replacement project which has a huge resource demand starting in a few months, but we plan to hire additional staff between now and then in order to balance supply and demand. However, we cannot represent the new hires in RM right now because they have not been…
-
Not allowing setup
I select a sheet to setup in resource management and it is greyed out. Wont let me select a sheet and set up anything.