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Resource Management

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

Resource Management: Licensing and Approach
Hi. We are considering adding Resource Management but wanted to get some feedback from other folks experience. I found this product kind of clunky when it was 10K feet some years ago but a recent demo impressed me. I built a time tracking WorkApp in Smartsheet that allowed for logging of hours daily per project per phase…
how to automatically update dashboard data chart?
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Schedule Filters
There is no (noticeable) difference when I filter by Project Type in Resource Management. There are only 3 options (Confirmed, Internal, Tentative) and yet I see the same thing when I uncheck Confirmed. Am I doing something wrong? Is there a way to truly filter by Project Type>
templates
I recently created a project from the templates provided - the 'Ticketing system' one. How would I go about changing the 'duration' column from days to hours? We report on an hourly basis for our projects but it's a locked field and when I edit it, it doesn't give me the option to change the type. Thanks in advance!
Employee shift categorization on resource management
How do i update a resources profile to indicate they are on a day shift or night shift so that they are grouped together (nights versus days) when viewed on the resource management calendar? I currently have employees numbered so they are listed in the order of days versus nights, but i currently have 2 employees swapping…
how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
Impossible to fill a form - paid plans problem
Good morning, I recently changed the owner of our paid plans but, since then if someone try to fill the form, receive an error message: "Sorry, you cannot access this form because it was published as part of a free or trial account" We obviously have a currently valid paid plans "Business". What's happened? Thank in…
Report Parent, Child, and all Children under a Specific Parent
I've attempted to create formulas and helper columns to accomplish my task, but I must not be understanding how to get to my desired conclusion. I would like to take a subset of my overall project plan and report that based on a set of criteria. The challenge comes in that I want a scalable solution and I would like to…
Forms in Forms
I have a Smartsheet form made for people to fill out when they are requesting a training from my team. On that form, I am wanting to add in a document that they must fill out in order for me to get information from them such as First & Last Name, Employee ID, and other various employee information. With that being said, I…

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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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