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Resource Management

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

Returning a non-required resource
Hi, Has anyone had any luck in returning allocation from a resource where a scheduled task has finished early? I appreciate that it can be done manually, but the automation could\should be able to accomplish the task imho. If you see Bert's allocation, the task is in the future, but has been completed, therefore that…
How to backup Smartsheet resource management?
How do I back up Smartsheet resource management? Can a backup copy be imported to restore the resource management account's settings and data?
Can I take cells from a horizontal row and add them to a new sheet as independent rows?
Here is the situation: I am tasked with helping a shared resource team better understand value stream and efficiency metrics. All of their project data comes in to a master sheet where each row contains various resource assignments (by role) and start/due dates in separate columns horizontally. Their master sheet process…
Statistics for the month of 12
***Translated by a moderator as the Community is currently only supported in English*** Statistics for the month of 12
Update assignments in template based on sheet
How can I assign ownership to tasks based on contacts in a sheet? For example - I have a list of contacts that define the owner of each area for every project. As I am creating a new project from a template, I would like to lookup the owners for the tasks based on the information in the sheet. Example - project below would…
RM is not updated and Over assigned icon doesn't appear
I began to use Smartsheet from September and I’m trying to learn use it whit guide, video and creating sheets, dashboards etc.. by myself. In this moment I’m connecting my GANTTs to Resource Management with success, but I don’t understand why the status of tasks aren’t updated in RM when, at the contrary, they are…
Unable to add user to licensed version
Hi, We have purchased a business plan and ---.---@---.com is the owner of license version, me my self ---.--@--.com currently using free trial version and 14days left and Ashit the owner is unable to add us from User Management screen it shows error please remove account from trial or something. Please let me know what is…
Is there a way to set the default values by "Total" instead of "Percentage" on Resource Management?
This discussion was created from comments split from: Can Allocation column be tracked by hours?.
Error message: Something went wrong with Resource Management...
Hi, While updating one of our sheets, my supervisor and I continue to receive this error message: "Something went wrong with Resource Management. Please make an update to your sheet and save the changes to try syncing again." Connecting Resource Management to a new sheet has no issues. I am online with a good connection,…
PRE UTO
With the new agent request of Time off. Are agents also allowed to submit requests for Pre UTO? If so when the month resets and how many hours will be allowed per year Thank you for your resoponse

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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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