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Task Dependencies in Resource Management by Smartsheet
In Resource Management, I have lots of staff on different projects. A member of staff can't start project # 2 until he / she has completed project #1. So, if I have to adjust the dates for project #1 then project #2 must also move back. (In Smartsheet this would be a FS dependency.) I know dependencies don't carry across…
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Turning on Resource Management triggered automation???
Help please! A teammate turned on Resource Management on a critical sheet for our day to day operations. This seems to have trigged automation that archived all rows. While I can see the rows that were archived, I am reluctant to move them back without knowing How to identify the automation that was triggered in the first…
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Does anyone have a solution for tracking occupational health information?
I'm looking for a solution to use forms for collecting employees' vaccinations and other occupational health requirements for employment. Different from the current templates that help track pandemic items. We need to be able to send a form during employee onboarding to request that the candidate submits their vaccination…
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Capacity View questions
I'm interested in use the new Capacity view within Resource Management but had a few questions. 1) Is there any way to filter on project type (Confirmed, Internal, Tentative)? There is no way to know this with just the project filter. 2) Can you include a client filter? Projects are just names and do not include client…
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How can I transfer a workspace I created to an external, licensed user?
Hi, I am a contractor who uses Smartsheet (through my own business account) with clients. I am getting ready to roll off of a project and transfer all documents to another party in the organization (who also has a business account.) How can I transfer a workspace and then remove my own access to it after I leave the…
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Smartsheet User Names - Resource Management - Temp Contractors
Hello - We have one constant email address that gets used by a few people for specific projects, so it's not always the same person. Contract employees - not permanent. I was told that my recurring error in Smartsheet not syncing to Resource Management is due to inconsistent naming within the sheet to RM. What's suggested…
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Move Rows to select sheet based on assignment
I have a tracker where I'm logging new leads for qualification. I have a team of 8x Salespeople/Estimators that I want to assign leads to as soon as the lead is qualified. I understand how to use workflow to move/copy a row to another sheet. My question is whether there is a way to have one workflow that can move a row to…
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Adding non-registred users as resource
Hi! I am PM in organization which does construction works, where we have around 10 teams, 5 people each team. Is it possible for me to create my resource list without sending invitations for each person as many of them are not willing to register. However I need to keep track of their allocations in projects. Is there any…
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Why can't I turn off pre-populated timecards?
This is an issue with our auditor that we are pre-populating timecards for resources. How can I turn off this functionality?
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Resource Management
I know that the resource management feature only works with one 'contact list' however I have a customer that, on their project plan, is looking to have 4 contact list columns for different types of groups and for us to be able to report on their for 30, 60, 90 days out. Is there an easy way for me to do this?