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Resource Management

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

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…
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/
How can I visualise resources capacity in Resource Management from only one Sheet?
I enabled Resource Management in Smartsheet and I wanted to test the functionality with a Copy of my initial plan. Once I validated that the tool was working I deleted the "Copy of VayScale" sheet and enabled Resource management in the original Sheet. Unfortunately when I checked the "Copy of VayScale" is still taken into…
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…
How to disconnect a project and connect a new resource sheet
Hello, How do I disconnect a resource sheet from Resource Management?
Project End Date Integration
Projects in Resource Management have a start date and an end date. They seem to have to be added in manually. I am integrating my Smartsheet project plans via API into Resource Management. Sometimes those projects slip. The result is that I then need to go into Resource Management and change the end date on the project,…
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…
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…
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?

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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.

Resource Management

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