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Can I auto-populate base on role in Smartsheet and sync with Resource Management?
If my project is assigned to the resource base on ROLE, how can we auto-populate the assigned to in Smartsheet when we also need to sync with Resource Management? For example: for Project A Architect: A person, Project Manager: B person, Designer: C person For the above, I can have Sheet B with Role and Name for this…
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enlace de celda
Hola como estan? Como puedo automatizar el enlace de una columna desde otra hoja? Siempre hay que hacerla de a tramos?
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Question about resource management
Hey Guys, I'm trying to use resource management, but either I'm missing something or the effort calculation is wrong. this is my demo: Isn't the effort for Simple Demo should be: 25% for 11/20/23 75% for 11/21/23-11/23/23 50% for 11/24/23-11/25/23 150% for 11/26/23? The weird thing is when I'm changing a random field, for…
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Resource Management - "Phase Names" account setting not working
In Resource Management's account settings, it looks like I can setup "default phases to make it easier for team members to setup projects" (screenshot 1). The issue is, I've setup the default phase names and they don't appear in my project settings. Instead, I have to manually type the phase name in the project settings…
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Template for resource allocation
Hi, I'm trying to create something that will show how many projects are currently in process for an employee and, when her next availability will be to start a new project. She can only have 3 projects going on at a time and each project takes approximately 1 month. Thank you!
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Resource Management Integration with Smartsheet Schedules
Hi, I have a lot of experience using Smartsheet to manage project schedules, and have separately used Resource Management by Smartsheet to manage resource loading/allocations in previous roles. However, I have only ever used the packages separately, never together. My current workplace is considering upgrading to Resource…
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Project does not create in Control Centre due to this error.
Only happens with some project managers, not all. Yet all licensed the same?
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Resource Management | Confirmed vs Unconfirmed Hours
Hello, Community! In RM, I've noticed that incurred hours includes confirmed and unconfirmed hours in RM. This is where I've directed PMs to obtain the actuals and total number of hours for the project. There is an 'Account Setting' that has 'Incurred Hours and Amounts'. It is currently set at 'Confirmed hours and…
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How to show tentative projects in Resource Management that are set up through Control Center
I am using Control Center to provision projects that have been approved to work on. All projects are housed on an intake sheet and are provisioned through control center once the project is approved. The approved projects are linked to Resource management. Is it possible to have tentative projects (one's that have not been…
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adding users
I ended up signing up online for smartsheet online and paid for a years subscription following trial. My team members put up request for smartsheet through corporate IT and were given access. Not sure why I keep getting pop up prompting to add more licenses.