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Creating an "On-Hold" status for projects in Resource Management?
Hi all, I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined. It would be great to use a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline,β¦
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Official Holidays in Resource Management
Hi, I'm working on including projects and resources from other countries in the resources management tool. Official holidays vary from one country to another so the holidays section is tricky to use to account for holidays. How would you navigate this challenge? how can I enter holidays for each country? thanks!
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Best Practices for allocating resources in Resource Management?
Hello, We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resourceβ¦
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Tracking Time at Project Task Level
Hello, I am working on rolling out Resource Management to my team and there is a functionality that I can't figure out (or perhaps just doesn't exist). We'd like our project plans to connect to resource management to forecast our tasks using % allocation. What I'd love to be able to do is then compare time tracked againstβ¦
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Resource Management tab not showing up in sheet
I have been able to do this before so I'm not sure what I'm missing this time. I have created a sheet that I am the owner for and it is in a workspace where I am an admin. It is a sheet that I want to add Resource Management to. When I try to edit the Project Settings that Resource Management tab is not showing up. I haveβ¦
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Resource Management Synchronization - API
Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do, please? Thanks!
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Managed Resources Error When Allocating to a Plan
Hello, We've added managed resources to Resource Management - they are clearly visible They are also clearly visible in our Smartsheet Account. The Smartsheet plan in question is linked to Resource Manager and is visible there. We can allocate the projects to Managed Resources in the Resource Manager Schedule View When weβ¦
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Why is Resource Management Synchronization showing up on my activity log?
Hi all, I just noticed that my activity log is showing that Resource Management is syncing with an API, but I never set it up to do so nor do I even have access to RM. I noticed this on my other sheets as well. Can someone tell me how this is happening? Thanks! Brad
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Resource Management License
My entire business is on a Smartsheet Enterprise license, which includes some Add-ons (like Calendar, Pivot, DataMesh) but does not include access to Resource Management. The question I have is, can I buy a (separate) Resource Management License for my team (~5 people with full access and ~50 licenses for resources withβ¦
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Smartsheets & Resource Management - Auto Update
Hi, It appears that when you integrate Resource Management with Smartsheets that you have to manually click Update for the updates made in the Smartsheet to transfer over to Resource Management. Is that true? Is there a way to have it auto update? I can see that certain changes in Resource Management auto flow back toβ¦