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Resource Management

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

Has anyone used Smartsheet to create a User Request Form or User Access Requests Form?
Typically, URFs or UARs have been paper-based. I am wondering if anyone has created and successfully implemented a system to not only track the overall requests but to alert the various people across the organization if they are assigned actions based on the system(s) they oversee. Thank you.
Workload Tracking
Is there a bug with workload tracking feature? When i edited someone's % allocation directly on the workload schedule screen, it removed all the other resources, and I could only see my info. In troubleshooting, i deleted the % allocation from the workload schedule screen, and entered the % allocation directed on the sheet…
unlicensed user pending status
What difference does it make if an unlicensed user does not accept a Smartsheet invitation? We are using Resource Management and need to setup users as unlicensed users on the Core Smartsheet Product, but I am wondering what the repercussions are if they don't accept the invite and just remain in pending status. Since they…
Does anyone have a template for supervisors to review their team's time and money spent in training?
Does anyone have a template for supervisors to review their team's time and money spent in training? I would like to create a form for staff to fill out with this information, but then be able to have each supervisor view their team only. I want to use it as an easy way for supervisors to see this information to be able to…
What is the best way to do capacity scenario planning ?
Hi all, I am managing a project portfolio and need to look at resource capacity impact for future projects. Its likely there will be a number of scenarios, based on project prioritisation and resource availability through the year. I had intended to use the Resource management People view to look at resource loads and use…
Resource Management panel icon - not appearing
Hi, I'm wanting to start using 'Workload tracking'. I've read the learning resource below and set up a new project sheet, however the 'Resource Management panel icon' just isn't appearing. This panel appears to the first step to setting up Workload Tracking. I've reviewed the Smartsheet community, but can't find anything…
Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
Can I combine 2 rows on a sheet?
I have a sheet with 2 separate forms. The first is completed when an injury occurs. A second form connected to the same sheet is completed after an action is taken. Is there a way to connect the two entries that are submitted at different times, but relate to the same incident?
Resource Utilization - Viewing on our account for outsources w their own account
Hi, not sure if I will explain the well, but does anyone know how if it's possible to review utilization for outsources whose emails are setup with their own account? I am able to add them to their own group, but the only people showing up in utilization is the group owner. Does anyone have any suggestions or can tell me…

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Embed a Resource Management Report in Smartsheet Dashboard?
Trying to embed a Resource Management Analytics report into a Smartsheet Dashboard, but it's not working. Not sure how to get the "embed" code. Is this possible? Found this link, and although it doesn't say you can embed RM reports, at the right side it does say to get the URL: "Analytics page: rm.smartsheet.com/analytics"…
unlicensed user pending status
What difference does it make if an unlicensed user does not accept a Smartsheet invitation? We are using Resource Management and need to setup users as unlicensed users on the Core Smartsheet Product, but I am wondering what the repercussions are if they don't accept the invite and just remain in pending status. Since they…
Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…

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