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What is the best way to do capacity scenario planning ?
Hi all, I am managing a project portfolio and need to look at resource capacity impact for future projects. Its likely there will be a number of scenarios, based on project prioritisation and resource availability through the year. I had intended to use the Resource management People view to look at resource loads and use…
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Resource Management panel icon - not appearing
Hi, I'm wanting to start using 'Workload tracking'. I've read the learning resource below and set up a new project sheet, however the 'Resource Management panel icon' just isn't appearing. This panel appears to the first step to setting up Workload Tracking. I've reviewed the Smartsheet community, but can't find anything…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
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Can I combine 2 rows on a sheet?
I have a sheet with 2 separate forms. The first is completed when an injury occurs. A second form connected to the same sheet is completed after an action is taken. Is there a way to connect the two entries that are submitted at different times, but relate to the same incident?
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Resource Utilization - Viewing on our account for outsources w their own account
Hi, not sure if I will explain the well, but does anyone know how if it's possible to review utilization for outsources whose emails are setup with their own account? I am able to add them to their own group, but the only people showing up in utilization is the group owner. Does anyone have any suggestions or can tell me…
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Resource management iCON on left hand icons menu list !
HI, Yesterday on 7/Oct/24 (UK time) I spotted that a Resource Management icon appeared in the LEFT hand menu list. This was great as allowed you to connect directly into the Resource Management tool, as if logging in. Today that icon has disappeared. Does anybody still have access, or is it something that will return in…
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Help with setting up the connection between RM and Smartsheet
This discussion was created from comments split from: Advanced Reports in Resource Management by Smartsheet now generally available!.
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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?
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upgradin license from pro to business error
My company has purchased a business account and is trying to invite me and my projects into the business account. I keep getting an error, "This consolidation is not allowed for the new user subscription model." We were told this should be an easy transition but we dont see how to merge without losing all my work.