-
templates
I recently created a project from the templates provided - the 'Ticketing system' one. How would I go about changing the 'duration' column from days to hours? We report on an hourly basis for our projects but it's a locked field and when I edit it, it doesn't give me the option to change the type. Thanks in advance!
-
Employee shift categorization on resource management
How do i update a resources profile to indicate they are on a day shift or night shift so that they are grouped together (nights versus days) when viewed on the resource management calendar? I currently have employees numbered so they are listed in the order of days versus nights, but i currently have 2 employees swapping…
-
how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
-
Impossible to fill a form - paid plans problem
Good morning, I recently changed the owner of our paid plans but, since then if someone try to fill the form, receive an error message: "Sorry, you cannot access this form because it was published as part of a free or trial account" We obviously have a currently valid paid plans "Business". What's happened? Thank in…
-
Report Parent, Child, and all Children under a Specific Parent
I've attempted to create formulas and helper columns to accomplish my task, but I must not be understanding how to get to my desired conclusion. I would like to take a subset of my overall project plan and report that based on a set of criteria. The challenge comes in that I want a scalable solution and I would like to…
-
Forms in Forms
I have a Smartsheet form made for people to fill out when they are requesting a training from my team. On that form, I am wanting to add in a document that they must fill out in order for me to get information from them such as First & Last Name, Employee ID, and other various employee information. With that being said, I…
-
SmartSheet hours Inaccurately transferring to Resource Management
When allocating hours to individual team members in SmartSheet the total number of hours transferred to Resource Management does not equal the total. I.e. When I assign 60.8 hours to an individual from 11/04/2024 through 11/29/2024 in SmartSheet, the total shown for the same Task in Resource Management is 54.7 hours over…
-
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"…
-
Can you provide instructions or best video for adding team members available/unavailable time to "Sc
Can you provide instructions or best video for adding team members available/unavailable time to "Schedule" tab/view in Resource Management
-
anyone else not able to view resource utilization in project sheets?
this issue has happened before but right now i can't see resource utilization in specific project sheets. if i go to gantt view and click the utilization button it is only showing that project, not all projects a resource is scheduled on. it's a leveling nightmare and causing so many inefficiencies. anyone else…