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Resource Management

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

Need a response from support - any ideas how to escalate cases?
I purchased smartsheet for our organisation this week as we would like to use it for resource management. The resource management app isnt working properly, as we just get errors every time we log in. I've logged a support ticket with smartsheet and left an email, but have had no response. Is anyone aware of any way to…
task cut
Hi everyone, I'm trying RM and I have this situation: Task1 has been programmed for User. While executing task 1, an urgent task (2) has been assigned to User. So, User needs to stop Task 1 and suspend it for a period. Must give priority to urgent task (2) How can I handle this in RM? Is it possible to cut the activity? It…
Couldn't Login without account able to select
New Submitters get access to the underlying sheet automatically.
Hi Team, I have created a Smartsheet form which is being actively used. How do I ensure that new Submitters get view only access to the underlying sheet automatically. Can this be achieved through automation/WF. or any other way. Thanks. Gaurav
Resource Management and Contact List
I have a project tracking sheet where the "Assigned To" field is a contact list. For the first row of the sheet, the Assigned To cell is calculated based on a Summary Sheet value (=[IT Contact]#). All the task level Assigned To values are then selected from the contact list from-down. This works fine until I turn on…
Why have all overloading icons disappeared in Legacy Resource Management
All of our project plans use Legacy Resource Management, but today all of the red icons that indicate when someone is overallocated have disappeared across our plans. Is anyone else having this issue?
How to Buy Resource Management after trial period
Hi. I used 1month trial for Resource Management and I am fully happy with product. I upgraded my account to "Business" but still I am getting info in my Smartsheet account that I have to contact Smartsheet for price. I filled all forms, keep receiving non-helpful e-mails from Smartsheet team that soon somebody will contact…
Signing in and Purchasing Resource Management
I have successfully requested a free trial of Resource Management but am unable to sign in. I have a Smartsheet licence, but am presented with the following message: "Your current role does not have permission to access this page" Can anyone support me to start using the trial, with the intention of purchasing Resource…
Accessing Past Smartsheet Invoices
Despite diligently following SmartSheet's instructions on how to get support, including, but not limited to, messaging, emailing and calling Smartsheet, I have been unable to find a way to receive/download past SmartSheet invoices (ie an invoice for payment completed to SmartSheet). Our account was once with 10000ft and is…
New "Workload Features" creating projects in Resource Management
I noticed today that I have a bunch of new random projects in Resource Management - whose owners are users who don't have RM access. My best guess is that the new "Workload Features" are creating projects in RM whenever a user clicks on it. Is that correct? Here's the issue.... I have enough trouble keeping RM clean and…

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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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