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[Live in EAP] Phase integration between Resource Management and Smartsheet
Hi EAP Community, We are excited! Early access to Phase integration between Resource Management and Smartsheet is now available for our EAP members! Now, when phases (Initiation, Planning, Execution, etc.) are created in a project plan in Smartsheet, they automatically sync to Resource Management so users can perform…
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Resource Management Projects - Previous Hours
Hi there! Is there a way to add existing hours to a project? We used a different time tracking tool and have switched to Resource Management. I'd like to add the existing hours to projects that we moved over to Resource Management. Thank you!!
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Does smartsheet have the ability to track a resource's time at a milestone level?
I am trying to see if this functionality exists or if this is an enhancement that can be created? This would allow the ability to report on specific activities instead of at a project level.
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Workload Tracking
I am trying to find out if Workload Tracking can be used without having Resource Management. I currently have a trial version of RM, and I am trying to determine which would be most helpful (if they can be used independently). The instructions I have found on the site state that you will open your sheet, select the RM…
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Show multiple resources for one task.
I'm not using the separate Resource Management module, but the one included in the Business plan. We shift workers around a lot. If I have two or more resources in the "Allocated To" column, and one of them leaves the project before the other, how do I show this? Say one of the workers will stay until completion but the…
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Why are dependencies needed for the Smartsheet/RM integration
Hi community, I'd be interested if anyone knows why the Smartsheet/Resource Management integration requires dependencies to be enabled on the sheet. I'm looking to build an integration where start and end dates are pulled via lookups, but you can't do this in the date columns used by RM when dependencies are enabled. I'm…
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Smartsheets Save Error
Hi, I am currently having a repeated error in saving the changes that I make to my smartsheet. It first occured when I was manually triggering an automation through a checkbox in a column to move to another sheet to house the filtered rows. I was able to move 26 rows by manually triggering each row, but on row 27 it showed…
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Smartsheet Linking
I'm leading coordination on several of my colleagues' projects and when I tried to link their projects from the Source File, this is the error I get: I still opted for "Allow" and when I check on thei… https://ask.bejabat.com/
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Sumif
My Sumif isnt differs from my summary total. I ultimately need the open balance amount for jobs that are between 31 and 60 days. Its puzzling since the amount was correct when I use it on the 61 to 90 day range
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Tracking non project activity
I wish to track both project and business as usual activity to understand the resource impact. I want to do this is a structured way showing: Resource against projects Resource against BAU A combined view To do this I need to be able to split resourcing into total capacity and capacity for projects (against each individual…