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Tracking Actuals vs Forecast Without Timesheets – Alternatives?
Hi all, I’m exploring ways to track actual hours vs forecast without using timesheets, as our organisation isn’t keen on implementing them. Is anyone successfully doing this? If so, what methods or tools are you using to capture actuals? Would love to hear your approaches or any lessons learned! Thanks
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How do I manage part-timers in Smartsheet so the data is synced accurately to RM?
In Smartsheet all team members are treated as full-timers but in Resource Management individual members working hours can be configured via profile account settings. In Smartsheet we have added an 'estimated hours to complete a task' column that is converting into Allocation %. The Allocation % column is then pulled…
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Resource Management - Project Efficiency
I think the best option for our Payor Relations team would be resource management and creating projects however I dont know exactly where to even start. I've downloaded templates and watched many videos and it leads me down a rabbit hole. We offer services to around 250 practices and renegotiate their rates every few…
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How to bulk reassign tasks within Resource Management?
I am trying to bulk reassign tasks that belong to a Placeholder role. I am in the "Allocation Heatmap" view within the Schedule tab of Resource Management and I'm able to select each task and reassign it, however it doesn't let me select multiple. This means that I have to manually click numerous tasks to reassign it to…
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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?
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Resource Management Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
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Can Smartsheet Resource Management Schedule be grouped by Department?
In Resource Management schedule, I would like to be able to see all of the projects each department is committed to in a timeline view. For example, I'd like to see Marketing department (projects A, B, C), IT department (projects, A, C, D), etc. It seems like I can only view by people with varying filters. Does anyone know…
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Automatically assigning tasks based on member capacity & other logic
Is it possible to automatically assign tasks to team members based on capacity and other field values? If so, how? For context, the Smartsheet form data fields are mapped to columns in the sheet so that when the form is submitted, the data automatically pulls into it. I’d like to create automatic assignment here, whereby…
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How to stop the "Guided Experience" from always showing
Hi All, I invited a new user to join and they set up their account. We completed the new user experience together & everything went well. Unfortunately every time they login it asks them to complete the new user survey again. I have a request out to my Smartsheet account manager but they don't know what is causing the…
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…