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Is it possible to pull data from rm.smartsheet.com to smartsheet.com automatically?
Hi, We're trying to automate reporting, to prevent having to manually download data from rm.smartsheet.com and edit in different programmes e.g. googlesheets. Is it possible to automatically pull data from rm.smartsheet.com into smartsheet.com, which then feeds into a project dashboard in smartsheet.com? The only benefits…
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Resource Management Analytics Report export file name
Hello: Resource Management Analytics Report export to csv generates a new file name each time. I wish to use the same file name each time as part of an automation process. Goal: regularly export file to known file location with the same file name, overwriting the existing file. Then use Data Shuttle to pull this report…
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I don't know why some managed resources are not appearing in the project resource overview
I keep getting the same message asking to 'save the sheet and reopen the panel' to see the resource updates for a particular person(s), but they still don't appear in the resource overview, once I've expanded the section, after following the instructions. Any help would be much appreciated. Also, I am integrating my teams…
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Accessing Resource Management Module
Hello! We recently purchased the Resource Management module. I believe we set up our Project sheets with the proper information to track resources in the module. However, when I go to the Resource Management module from the project sheet, I get a message to "assign people with start and end dates and specify an allocation…
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Terminal Resource Allocation
I work for a major international airport and I am trying to set up our ticket counter allocation schedule. I need a 24-hour vertical timeline where the y-axis is hours of the day and the x-axis is swim lanes where each lane is a ticket counter podium. I'd like to be able to enter: "Airline name, podium numbers (can be 2-8…
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Resource Management - Work Item name not displayed in the Time and Expenses
Hello everyone, I am asking about a feature in RM that is confusing for me and my customers. Work Items listed in the Project Schedule / Work List (either retrieved from the activities / tasks from a Smartsheet's sheet) are not displayed in the Time and Expenses section of a person' Page. We have them in the Today's view,…
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Resource Management and Calendar connection
I have field employees that I need to communicate their daily/weekly schedule.Im currently in the process of setting up RM and have the premium calendar app. I'm assuming that they connect but I could be wrong. Does anyone know if they do connect or do i need to connect each Project sheet to the calendar? any clarity would…
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Linked Smartsheet & Resource Management Assignments
Is it possible to drive work status, assignment name, etc from a smartsheet sheet linked to a resource management project? I can't figure out how to accomplish this. Everytime I do it it just changes the name of the assignment to the name of the project.
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Smartsheet business user - How to activate Resource Managment included in plan
I am the system admin of our Smartsheet business account. I have enabled Resource Management in Smartsheet setting Feature enablement. but I am unable to log into https://rm.smartsheet.com/siwith my Smartsheets account. How do i active my RM account.
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Can I auto add new users to a specific Workspace and access to the underlying sheets
There are a number of posts about this but they're several years old and answering my specific question