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Resource Management

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

WorkApps Down?
Anyone else experiencing WorkApps being down?
smartsheet mobile app upgrade
hey i needed help with upgrading my smartsheet plan on my mobile app its telling me to upgrade it on a desktop and im kind of confused
Is it possible to assign tasks to a group that will automatically identify individual resources?
Hi Community, For particular tasks in the portfolio/project there are particular combinations of business analysts + dev + process owner e.g. Project Group - Process Owner - BA - Dev Finance - Emp01 - BA01 - Dev01 Mfg - Emp02 - BA02 - Dev02 Sales/Mktg - Emp03/Emp04 - BA03 - Dev03/Dev04 —————-Task - Assigned To - Start -…
Resource mgmt enterprise - Filter on project name in Schedule not working correctly
Hi, I'm new to enterprise RM/Smartsheet. We have Placeholder roles (Project mgr, Business Analyst). Those roles have been allocated to tasks in various project plans across our portfolio. I am trying to get a list of Placeholder roles to show in the Schedule view so I can see how many of a particular role I need across the…
I am trying to add someone to a shared folder and I keep getting an error message. "An Error has Occ
I am trying to add someone to a shared folder and I keep getting an error message. "An Error has Occurred, try again later"
Multiple assigned to with different workload
Hello, I want to assign different workloads to people who are members of projects, but I am unable to figure out how to do that. For example I would like to set up: Project A has 2 members: Member A with 5% capacity Member B with 15% capacity thanks in advance
New to Resource Management, a few issues
Hi, I have previously used the enterprise-level workload tracking, and we just activated full RM. Two specific problems, maybe someone can point me in the right direction. 1) when I click 'Track Workload' in the popup tab for Resource Management (within a sheet) I get the 'thinking' spinner just running forever. I have to…
Smartsheet form won't submit, get red message that there was an error submitting form.
Have tried submitting through incognito window, refreshed page and submitted, restarted computer than tried submitting, tried submitting through a different network all to no avail. Would appreciate any suggestions.
Moved: Removing Old Users from Member True Up
This discussion has been moved.
Resource Management - Date View
Hi all! We used to have an option at the top of the Schedule View on Resource Management that allowed us to quickly jump from week to week/month to month (green box in screenshot). It now looks like we need to click the arrow (red box in screenshot) multiple times in order to scroll through all the dates. Is there a way to…

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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,…
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…
Schedule > Capacity view missing 1 of our disciplines
Today I noticed that the Capacity view under the Schedule section is only showing 19 of our 20 disciplines. I checked all of the filters on the left side of the page, but they are all set to "All". Any ideas what might be causing this? I'd rather not use up 1 of our Pro Desk sessions to figure this out.

Resource Management

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