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Resource Management

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

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 we…
Track time in Resource Management by task, not by project overall
Is this possible? Am I missing something obvious? It seems in Resource Management we can only track time to the project and not to individual tasks within the project. I'm trying to solve an issue for a team within our org and they actually came to us after finding a preview of the Time & Expenses feature in RM, which…
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
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!
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 with…
Resource Management - Formula for various different schedules
Hi all, CC:@Genevieve P. I'm using smartsheet for resource management and the sheet links to our smartsheet resource tool. In RM smartsheet, we have different resources on different schedules e.g: Some work 7 hours a day Some work part time (4 hours a day) Some work 4 days a week at 8 hours and 7 hours (Fridays off) We…
Do you add public holidays one by one to Resource Management by Smartsheet?
It's the beginning of the new year and as I am updating the public holiday listing onto Resource Management by Smatsheet (RMS), I have to input one by one. Is there a way to upload a list of holidays to RMS?
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 resource…
Road map and developments for Resource Management
Hi, I see (and am grateful for) updates on Smartsheet nearly every week. However, I rarely see updates on Resource Management (the last one being the ability to usesSmartsheet login). This product has huge promise but the user experience on the Gantt view and Analytics portals are in desperate need of updates to keep up…
Resource Management // availability is not shown properly
Hi Everyone, maybe someone here in the community can help! Today, I noticed that the availability is not shown properly meaning that the bar displaying the availability is starting in October and not according to the availability I configured for individuals by setting start and end date of work. This used to work and i…

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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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