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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.…
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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.
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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…
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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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Is it possible to transfer all time logged in Resource Mgmt to a different week?
One of my team members logged all of her time for last week under this week in RM. Is there a way to easily transfer it to last week without having to do it manually? We track time against tasks within projects so there is A LOT to move manually if there is no other way to do this.
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Best Practices for Managing Business Plan Sharing
Hello, Community. I have been trying to research this thoroughly, but there is still a little vagueness for me surrounding the controlling of sharing at the Business plan level. My concern is over the controls of those who should no longer have access to account materials (sheets, etc.) and removing their access when a…
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Is it possible to pull data from rm.smartsheet.com to smartsheet.com automatically?
Hi, We're trying to automate reporting, to prevent having to manually download data from rm.smartsheet.com and edit in different programmes e.g. googlesheets. Is it possible to automatically pull data from rm.smartsheet.com into smartsheet.com, which then feeds into a project dashboard in smartsheet.com? The only benefits…
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Resource Management Analytics Report export file name
Hello: Resource Management Analytics Report export to csv generates a new file name each time. I wish to use the same file name each time as part of an automation process. Goal: regularly export file to known file location with the same file name, overwriting the existing file. Then use Data Shuttle to pull this report…
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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…
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Accessing Resource Management Module
Hello! We recently purchased the Resource Management module. I believe we set up our Project sheets with the proper information to track resources in the module. However, when I go to the Resource Management module from the project sheet, I get a message to "assign people with start and end dates and specify an allocation…
