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Resource Management

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

Resource Management and Project plan
I'm trying to wrap my ahead around using RM and how the project plan incorporates into it. Are there templates that work best with RM? I also wanted to know if the change mades in the schedule in RM will appear and reflect on the project plan automatically?
upgradin license from pro to business error
My company has purchased a business account and is trying to invite me and my projects into the business account. I keep getting an error, "This consolidation is not allowed for the new user subscription model." We were told this should be an easy transition but we dont see how to merge without losing all my work.
Adding trackable resources without email confirmation?
Is there a way to add resources (that will be trackable in Resource Management) without needing a email confirmation? I have tried: 1. Adding a resource under user management (dummy email address) but this is in "pending" status awaiting email confirmation. This resource doesn't show up in the "assigned to" column.…
Sharing Report
Good Morning, Wanted to see if someone knew the best way to share a single report to an individual. For some reason when I attempt to share to individuals they normally respond that they are denied access due to permission. I have published the item and sent the published link to them with the box selected that indicates…
How can I edit the name of a managed resource in Resource Management
When I go to "People", and try to edit one of the managed resources in Resource Management, the name is greyed out and says This person’s name, email, and profile picture are managed in Smartsheet. Learn more. When I change the name in the Smartsheet Contact List, it doesn't update in Resource Management. Why is this?
The resource management sheet name displays the old sheet name instead of the new one.
Hi everyone, I’ve renamed my Smartsheet, but when I click on the Resource Management icon, it still shows the old name under the Resource Management title. Could someone advise how to amend this
Smartsheet form won't submit, get red message that there was an error submitting form.
Have tried submitting through incognito window, refreshed page and submitted, restarted computer than tried submitting, tried submitting through a different network all to no avail. Would appreciate any suggestions.
Auto Save Settings - Information
Hello Experts, When I am enabling this setting, will the Auto Save is applicable only for ? I am looking for similar solution in Microsoft excel saved in the SharePoint, Enabling the setting should work for all users.
Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
Resource Management - How to change a project type?
Project typesAll projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management. How do I change it?

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What is the difference in the two Resource Management interfaces?
When in a sheet, I have access to the (limited) Resource Management interface accessed on the right side of the screen, but not the Resource Management interface marked with a nearly identical symbol on the left side of the screen. The one on the right seems to do what I need to review allocations and do some load…
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…

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