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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…
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Using a smart board with Smartsheet
We have a Microsoft based smartboard that we view a Smartsheet dashboard from. The user that logs into Smartsheet from the smartboard has been granted view only access to the dashboard and all data source reports in the widgets. The dashboard has also been published. The user is able to open the dashboard, and the…
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Resource Management not visible
We are currently experiencing an issue with some of our PMs struggling to access Resource Management, even though they are licensed members. Does anyone have any experience with a similar issue and how to fix it? It shows as attached.
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How can I use Smartsheet for Resource Management from scratch?
Hi Everyone, I recently came across a YouTube video mentioning that Smartsheet can be used for Resource Management. I'm interested in exploring this feature, but I'm not quite sure how to get started. Could anyone from this community guide me on how to effectively use Smartsheet for resource management from scratch? Any…
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How to best get help on working between Resource Management & Smartsheet more smartly
As a design department manager of 4-5 mechanical & project engineers helping with the team and helping manage projects and budgets I am feeling a little stumped on the best way to use these two systems. As I would prefer to only use one, and I feel our team would agree. As we currently are using Resource Management to…
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Is the only way to make full utilization reports is to create project plans in Resource Management?
This discussion was created from comments split from: Resource Management Utilization Report.
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How to pull multiple project plan sheets into one report dashboard that shows overall progress?
I need help creating a report and/or dashboard that shows the overall stats of all of our sheets. We create a sheet for each new integration deal we have and I am looking for a way to easily display our overall progression but I am at a loss of where to begin. Each sheet has approximately 800 rows so a lot of data!