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Resource Management

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

Assigning Individuals into groups based on qualification and group
I have a bulk list of 2000+ names along with their certification/qualification and affiliated group. I need to come up with an automated way of assigning each of these people into 40 groups. Each group must have a minimum of X numbers of each qualification (ex. Group 1 must have a 2 plumbers, 2 scientists and 10 fisherman,…
SS Project Plan: Auto adjust start/end date based on Resource vacation time
Hi, I have a project with Work Breakdown schedule, that has tasks assigned to resources. Our PMO policy is very strict in the way resources are allocated to tasks i.e., no resource should have more than 1 task assigned to them for the/within the same duration. This also includes vacation time. Coming from MS Project, there…
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?
How to connect Project to Resource Management
Hi, I am trying to connect Project to Resource Management but getting the below error while doing that. I have admin permission in my project sheet as well as Resource Admin permission in RM but getting the error to have correct permission. Please help on what can be done.
Round Robin
We are trying to do a round robin for tickets that are submitted into our group. Ticket Submission and Initial Status: Ticket submitted via form Ticket number assigned Status goes from blank to submitted Boss gets notified Boss approves Transition to Pending: Status moves to pending Ticket goes to next person (e.g., John)…
Password needed Viewers
Hello! After creating a new smarsheet and sharing this with a contact (permission view only), the viewer is asked to enter a new password. Is this mandatory? Or is it also possible to share a link without needing a password for the view? Actually plan is PRO Kind regards!
Does resource management round up to the nearest day?
If a task's duration is set as 1 hour, for example, but it is given an allocation %, does Resource Management treat that as allocation for a full day?
Form Automation
Hello, Does anyone by chance know if you can create an automation or something that when a form is submitted and added to a sheet that the responses are housed elsewhere? For example say I submit a form and it is added to the sheet like its supposed to, but I want to go back and say I submitted the form X date with the…
Can you get access stats to a specific attachment?
A team I am working with is looking to create a repository of documents which will be shared across our business. This will either be in a dynamic view or a sheet for searchability. I am exploring the Activity Log and see Attachments as a filter- however, We would like to see how frequently a specific attachment is viewed.…
Multiple assigned to with different workload
Hello, I want to assign different workloads to people who are members of projects, but I am unable to figure out how to do that. For example I would like to set up: Project A has 2 members: Member A with 5% capacity Member B with 15% capacity thanks in advance

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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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