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Resource Management

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

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"…
Can you provide instructions or best video for adding team members available/unavailable time to "Sc
Can you provide instructions or best video for adding team members available/unavailable time to "Schedule" tab/view in Resource Management
anyone else not able to view resource utilization in project sheets?
this issue has happened before but right now i can't see resource utilization in specific project sheets. if i go to gantt view and click the utilization button it is only showing that project, not all projects a resource is scheduled on. it's a leveling nightmare and causing so many inefficiencies. anyone else…
How to clear a deleted sheet that show in Workload Schedule
Hi, I'm trying on a new Workload Tracking on Resource Management feature. I've created a testing sheet with enabled "Workload Tracking" feature then deleted that sheet. But when I open a "Workload Tracking" feature, it still displayed deleted sheet and I've already delete forever that sheet. How can i get rid of them ? (…
Schedule capacity view discrepancies
Hi all, I have been working to setup Resource Management for my company and I am nearing finalization. Two issues I need to address is the total capacity that is displayed in the schedule view and the actual hours available for analytics utilization reporting. We have set up the platform to track at a departmental basis…
Resource Management - Date View
Hi all! We used to have an option at the top of the Schedule View on Resource Management that allowed us to quickly jump from week to week/month to month (green box in screenshot). It now looks like we need to click the arrow (red box in screenshot) multiple times in order to scroll through all the dates. Is there a way to…
Has anyone used Smartsheet to create a User Request Form or User Access Requests Form?
Typically, URFs or UARs have been paper-based. I am wondering if anyone has created and successfully implemented a system to not only track the overall requests but to alert the various people across the organization if they are assigned actions based on the system(s) they oversee. Thank you.
Workload Tracking
Is there a bug with workload tracking feature? When i edited someone's % allocation directly on the workload schedule screen, it removed all the other resources, and I could only see my info. In troubleshooting, i deleted the % allocation from the workload schedule screen, and entered the % allocation directed on the sheet…
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…
Does anyone have a template for supervisors to review their team's time and money spent in training?
Does anyone have a template for supervisors to review their team's time and money spent in training? I would like to create a form for staff to fill out with this information, but then be able to have each supervisor view their team only. I want to use it as an easy way for supervisors to see this information to be able to…

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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…
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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