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Resource Management

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

Resource Management - Allocation Heatmap showing Non-Billable "Purple"
I'm trying to display an allocation heatmap for billable items only. In the filter on the left I've selected "Billable" but this internal project still shows as "purple". If I go into projects and unselect the non-billable project, then it turns to Grey but still shows on the heatmap. Because we have a lot of items for…
How to link a Workload Planning View to a Rollup/Dashboard
Hi , how do I link this info (tab on the RHS of an Intake sheet) to a dashboard in a workspace? IE I want the Gant view of the Workload planning in my Dashboard.
Viewers
I have a Pro license but am trying to allow others in my company as a viewer to the sheets that I have created. How would I go about doing this?
Resource Management Panel Displaying Invalid Schedule: Need Help with Workload Tracking Issue
Hello, I recently deleted a sheet that contained some scheduled assignments and resource allocations. Although the sheet is no longer valid or relevant, the schedule still appears in the resource management panel, and the system is not refreshing and updating it. I have tried resetting the system by turning off workload…
Ideas/help creating a production schedule
We as a company have been using smartsheet for over 5 years. We have built out a schedule with many reports and custom dashboards. The schedule uses formulas to creates dates for milestones. If you put in a project that has an install date 8 weeks out it will correctly populate the dates for each milestone. We manufacture…
Resource Management- Card view
hi there, I am trying to use card view to show by resource but it won't work. I h ave resources allocated by percentage, and i have resource names. when I view by, it only gives me one column option to view by. I'm not sure what i'm doing wrong. Project settings are set to allow resource allocation
Importing ms project file on a weekly basis into Smartsheet; impact on RM?
Client requests project plan in mpp format. Company needs to use RM module to track timesheets, resource allocation, forward looking availability based on sales pipeline. Heard uncomforting stories about importing mpp into Smartsheet. I doubt the below will work; would appreciate support from the community: Based on mpp…
The issue of a picture captcha not displayed on Chinese computers.
Hi, The new users in China connecting for the first time to Smartsheet must check a box and click next. After that it hangs up, looks the issue was linked to the pictures captcha were disabled. May I have to know how to activate pictures captcha display for End-users? Example of the pictures captcha. Many Thanks!
Workload in Smartsheet
For clarification: What are the license requirements to see the Workload heatmap in a Smartsheet project plan ? I was under the impression that a project manager would NOT need an RM license to see this ?
Feedbacks, updates and revision history for "Resource Management by Smartsheet"
Hi! What happens to feedbacks and feature request, submitted by the designated "Send feedback" action? Is there any information on what changed in the application or what is planned for the application? We use the app extensively in our company and therefore we would like to have information on new feature, bug fixes e.g.…

Trending in Resource Management

Decimals in % Allocation
I have some cases where someone is allocated to a piece of work for, e.g. 12.5% of their time but the % Allocation field automatically rounds this up to 13% - is there a way to stop this, or amend the field to allow decimals?
Is there a way I can count all the tasks in a gantt chart that occur on any day in a project?
Hi all, I have a project Gannt chart with several hundred tasks. I have a column that identifies which are actual tasks (not roll-up summary tasks). Is there a way I can count the number of tasks that fall on any particular day from the start to the end of the project, to build a 'number of tasks per day' histogram over…
Resource Management by Smartsheet -- Good for Small Business?
Hello! I am helping a small high-end contractor optimize his business use of Smartsheet. His organization has a Business plan. He would like to be better able to track workloads of his organization week-to-week & also highlight when subs are overallocated. Wondering if RM is a good option (or if it would be overkill). His…

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