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Resource Management

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

Move Rows to select sheet based on assignment
I have a tracker where I'm logging new leads for qualification. I have a team of 8x Salespeople/Estimators that I want to assign leads to as soon as the lead is qualified. I understand how to use workflow to move/copy a row to another sheet. My question is whether there is a way to have one workflow that can move a row to…
Adding non-registred users as resource
Hi! I am PM in organization which does construction works, where we have around 10 teams, 5 people each team. Is it possible for me to create my resource list without sending invitations for each person as many of them are not willing to register. However I need to keep track of their allocations in projects. Is there any…
Why can't I turn off pre-populated timecards?
This is an issue with our auditor that we are pre-populating timecards for resources. How can I turn off this functionality?
How can I export Schedule view?
I am looking to create a custom dashboard that does not seem feasible with the current filtering options available in People or Project view under Schedule. Is there a way to export resource bookings in Schedule?
Resource Management
I know that the resource management feature only works with one 'contact list' however I have a customer that, on their project plan, is looking to have 4 contact list columns for different types of groups and for us to be able to report on their for 30, 60, 90 days out. Is there an easy way for me to do this?
Can we use Smart Sheet for customer complaint handling system
I have a requirement to develop a customer complaint handling system. Is there any template or suggestion to develop this kind of system?
How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
How to notify external users of the domain?
How can I enable notifications to external accounts (Gmail, Hotmail) within a Smartsheet sheet, if my sharing settings restrict access only to domains of certain entities? However, I want certain notifications to be sent to external accounts, without giving access to the sheet, of course. Is that possible? How can I…
Resource Management Archiving and assignments
Hi everyone, What is the expected behaviour of users' assignments when a project is archived in RM ? I assumed assignments (especially current and future) would be removed or stopped counting towards the users allocation heatmap. Seems like this does not happen.
As System Admin, can we adjust the permission settings to default to "Editor Cannot Share"?
Can we change our settings on our account so that “Editor cannot share” is the default when giving people access?

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Resource Management and Project plan
I'm trying to wrap my ahead around using RM and how the project plan incorporates into it. Are there templates that work best with RM? I also wanted to know if the change mades in the schedule in RM will appear and reflect on the project plan automatically?
Auto Save Settings - Information
Hello Experts, When I am enabling this setting, will the Auto Save is applicable only for ? I am looking for similar solution in Microsoft excel saved in the SharePoint, Enabling the setting should work for all users.
Decimals in % Allocation
I have some cases where someone is allocated to a piece of work for, e.g. 12.5% of their time but the % Allocation field automatically rounds this up to 13% - is there a way to stop this, or amend the field to allow decimals?

Resource Management

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