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People Tags
Hi Resource Management Community, We would like to make use of the People tags field to include skills & capabilities for our team. The information we have captured includes 'core skills' and the 'Competency' against each one. Has anyone had a similar scenario and could you recommend a way to capture this? I have explored…
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Moved: Switching Sheet Ownership with user left the company
This discussion has been moved.
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How can somebody tweak or update info in a smartsheet form they have already submitted?
My company are using a smartsheet form to collect product information from numerous companies that feed into our internal product database. Some companies have already completed our product info data capture form, but have requested to tweak or update the entries they have completed, and they wish to add new additional…
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How do i reallocate a licence to another team member
One of our licenced users has left our organisation so could someone advise how i can reallocate her licence to another member of our team please
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Actual vs Estimate Man hours monitoring in Resource Management
Hi Community, For our setup of RM, team leads are licensed resources, while team members are managed resources. workload estimates are entered during project planning in smartsheet and then connected to RM Is there a way to enter the actual hours of the team by the team lead? How can I setup a tracking of the actual vs the…
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco
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Adding vacation to a smartsheet schedule
I have a sheet with all the tasks/schedule. I allow view permissions to employees, but do not want them to be able to edit. Is there a way to create a form for them to input their vacation to the sheet without them having editing permissions to the sheet? so that all the vacation and tasks are on one sheet?
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Simple and easy to understand report
Ok, so I am trying to create a very simple report in resource management that shows each team member, what projects they are attached to, and how many hours they have allocated to them within a 90 day window. Can someone please help me figure out how to create this report? I do not need to attach anything regarding fees…
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Roster
Hi, I'm looking for the best way to create a monthly roster where multiple staff members (15) can fill out their availability for the month through a link. Any suggestions?
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Tracking several projects with multiple people template
I need to track several projects, where multiple people are involved and they can span between few weeks to few months. I need to have overview of their workload and projects every day in each month- each of them is working on several projects. Is there a such template and what is it called? It needs to be simple,…