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Resource Management

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

Ideas/help creating a production schedule
We as a company have been using smartsheet for over 5 years. We have built out a schedule with many reports and custom dashboards. The schedule uses formulas to creates dates for milestones. If you put in a project that has an install date 8 weeks out it will correctly populate the dates for each milestone. We manufacture…
Resource Management- Card view
hi there, I am trying to use card view to show by resource but it won't work. I h ave resources allocated by percentage, and i have resource names. when I view by, it only gives me one column option to view by. I'm not sure what i'm doing wrong. Project settings are set to allow resource allocation
Importing ms project file on a weekly basis into Smartsheet; impact on RM?
Client requests project plan in mpp format. Company needs to use RM module to track timesheets, resource allocation, forward looking availability based on sales pipeline. Heard uncomforting stories about importing mpp into Smartsheet. I doubt the below will work; would appreciate support from the community: Based on mpp…
The issue of a picture captcha not displayed on Chinese computers.
Hi, The new users in China connecting for the first time to Smartsheet must check a box and click next. After that it hangs up, looks the issue was linked to the pictures captcha were disabled. May I have to know how to activate pictures captcha display for End-users? Example of the pictures captcha. Many Thanks!
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 ?
Feedbacks, updates and revision history for "Resource Management by Smartsheet"
Hi! What happens to feedbacks and feature request, submitted by the designated "Send feedback" action? Is there any information on what changed in the application or what is planned for the application? We use the app extensively in our company and therefore we would like to have information on new feature, bug fixes e.g.…
Resource Management Implementation
Hi everyone, We have recently implemented RM along with Smartsheet Control Center. I think we ignored RM during UAT. And now we are having issues in RM with regards to allocation, capacity & analytics. Will anyone be able to share their implementation strategy with me which may help us. Looking forward to hearing back.…
Resource Management Panel Expand
When I click on the expand icon in the resource management panel, it no longer shows any of my resources, it only shows my user and 100% available. But on the panel it accurately shows my resources and their workloads. I just want it to display in the expanded view.
Why does the RM view not show people who are assigned to the project?
Hello, The RM view of my project is stating that no one is assigned to my project, but, there are people assigned and the project plan shows that in the "Assigned To" column as well as the RM panel in the sheet. Why is the RM view saying no one is assigned? Additionally, for one of the resources, Tuhin, there is a…
Resource Management License Needed to Access Slide Out?
Do you have to be a licensed user in Resource Management (RM) to access the RM slide out from a sheet? I understand that you need to be licensed to manage resources and project plans from rm.smartsheet.com, but do you need an RM license to do these same functions but from a sheet instead?

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What is the difference in the two Resource Management interfaces?
When in a sheet, I have access to the (limited) Resource Management interface accessed on the right side of the screen, but not the Resource Management interface marked with a nearly identical symbol on the left side of the screen. The one on the right seems to do what I need to review allocations and do some load…
Embed a Resource Management Report in Smartsheet Dashboard?
Trying to embed a Resource Management Analytics report into a Smartsheet Dashboard, but it's not working. Not sure how to get the "embed" code. Is this possible? Found this link, and although it doesn't say you can embed RM reports, at the right side it does say to get the URL: "Analytics page: rm.smartsheet.com/analytics"…
unlicensed user pending status
What difference does it make if an unlicensed user does not accept a Smartsheet invitation? We are using Resource Management and need to setup users as unlicensed users on the Core Smartsheet Product, but I am wondering what the repercussions are if they don't accept the invite and just remain in pending status. Since they…

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