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Resource Management

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

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…
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?
How can I export Schedule view?
I am looking to create a custom dashboard that does not seem feasible with the current filtering options available in People or Project view under Schedule. Is there a way to export resource bookings in Schedule?
Can we use Smart Sheet for customer complaint handling system
I have a requirement to develop a customer complaint handling system. Is there any template or suggestion to develop this kind of system?
How to notify external users of the domain?
How can I enable notifications to external accounts (Gmail, Hotmail) within a Smartsheet sheet, if my sharing settings restrict access only to domains of certain entities? However, I want certain notifications to be sent to external accounts, without giving access to the sheet, of course. Is that possible? How can I…
How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
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?
Moving rows from one sheet to another?
I tried to move a few rows from one sheet to another and it disappeared from the one but never appeared in the other. Is there a way to get them back and figure out where they went to?
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…
Can I take cells from a horizontal row and add them to a new sheet as independent rows?
Here is the situation: I am tasked with helping a shared resource team better understand value stream and efficiency metrics. All of their project data comes in to a master sheet where each row contains various resource assignments (by role) and start/due dates in separate columns horizontally. Their master sheet process…

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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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