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Resource Management

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

What is the purpose of "Add Predefined Category"?
I need to add approximately 50 categories to 30 projects over the weekend. That's 1500 cut and paste actions. I'm not looking forward to it. There is a button marked "Add Predefined Category" and that seems to make sense until you consider how you predefine those categories. Adding predefined categories in the Account…
How do you close down a phase?
I'm closing down all the phases within my projects over the weekend. There seems to be two mechanisms for this; Delete the phase. Set the end date of the phase to Saturday. Here's the issues. If you delete the phase, any time reported on this phase also dissapear. This is not an option for us. If you set the end date in…
How can tasks added in Resource Management be coupled to tasks in smartsheet
In RM one can add tasks to an allocation. Is there a way that these tasks can be made visible on the relevant entry in Smartsheet? And is there a way yo control which smartsheet columns are vsible and available to edit in RM?
How to disconnect a project and connect a new resource sheet
Hello, How do I disconnect a resource sheet from Resource Management?
Track milestones in projects by Completion date(due date) and labor allocation estimated
We have many concurrent flowing projects with the completion date being the only important date for each. Under each project, 5-6 major areas with 50-100 sub-tasks(concurrent mostly). Having to enter dates for each is not useful. Because moving one project, affects every other project worksheet dates. So that could entail…
Report of not planned resources
Hi i manage a lot of resource by smartsheet and resource management in many different projects (sheets). Every end of the month i need to report the performed activities for any employee, but the problem is that not all the emplyees plan their own activities. Is there a way to extract (by smartsheet or resource management)…
Problems to share access with my team
Hi, I'm having problems to share access with my team. They need just visualize the projects schedule and after I share the document (like image print1 attached), my colleague need to request me access. So I receive an e-mail like the print2 attached). When I click on the link, I have the answer bellow. And my co-woker…
Updating Resource Manager when tasks are completed early?
I have a number of project plans where someone has completed a task early. For example, we estimated a Technical Consultant would take 6 weeks to meet with various teams. He completed the task in 4 weeks and marked the task complete. The task now shows in the Capacity Plan for the next two weeks, showing that he has no…
How can I sync my Smartsheet contacts to a drop down in a form instead of manually entering each one
I created a form in SS which allows users to select employee names from a drop down menu. However, I have over 1k employees. Right now I would have to manually enter each name to the drop down. How can I sync my contact list to the drop down in the form?
Description/help text on dynamic view row and bullets
Hi good day everyone. I am trying to have into a Dynamic view report / Display panel, the description that i need to set is some options description and add bullets in that field. The problem that i have right now is that the description field, do not allow me to enter by different row/bullet. Do you know if there is a way…

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Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
How to account for planned employee hires?
Hello all, In our Smartsheet RM instance we have a planned ERP replacement project which has a huge resource demand starting in a few months, but we plan to hire additional staff between now and then in order to balance supply and demand. However, we cannot represent the new hires in RM right now because they have not been…
Schedule > Capacity view missing 1 of our disciplines
Today I noticed that the Capacity view under the Schedule section is only showing 19 of our 20 disciplines. I checked all of the filters on the left side of the page, but they are all set to "All". Any ideas what might be causing this? I'd rather not use up 1 of our Pro Desk sessions to figure this out.

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