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Resource Management

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

Allocation Heatmap sum up for a month
Hi, I am new to resource management by smartsheet. I just moved from Excel. I am already using Smartsheet but RM is new for me. In the schedule tab, I can view the allocation heatmap of the resources. This heatmap is shown on a task basis only. Can the heatmap be shown on a monthly basis? For example, for a given month, I…
RM Linking Issue
RM by Smartsheet seems to only have people show up in the project when the linked Smartsheet's settings are connected to the "Effort" column but not "Allocated %" column. Can you help me understand why this is an issue?
Moving rows from one sheet to another?
I tried to move a few rows from one sheet to another and it disappeared from the one but never appeared in the other. Is there a way to get them back and figure out where they went to?
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…

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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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