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Resource Management

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

Resource Management - Report of Over-Allocations?
Is there a way to get a report of anyone in the tool who has no assignments (0% allocation) or is over-allocated (>100% allocation)? I can view this information at a glance live in the Schedule tab with the Allocation Heatmap, but I'd like to export the information in a table (name, email, allocation percentage).
Resource management authentication
Hello,I am the Smartsheet administrator for my organization.When I click on "Resource Management" in the left menu, I get the message: "Ask your Resource Management administrator to enable Smartsheet authentication."I've searched everywhere but can't find how to do this.I would like to specify that I am on a "Business"…
Display link to Resource Management in Smartsheet report
Hello, I have Resource Management attached to a number of Smartsheet projects. But there are some that are not. Is there a way, in a report from Smartsheet, to see the projects that I have linked to RM? Some indication that the link has been established or not? Thank you Dan
A resource left the business. How do we keep a track of his hours?
We've just done a reconciliation as part of an audit. We got dinged by the audit company because the hours in Resource Management don't match with the hours we billed to several clients. This took some investigation but we eventually realised that the system was not counting any of the hours logged by a Project Manager who…
Resource Management analytics report showing phase dates
How do I run a Resource Management analytics report to show phase dates? It only seems to show the total project dates.
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…
Attaching docs to smart sheet makes it slower?
As I attach documents to rows of my smartsheet, does that make opening the sheet slower? Or does it affect the performance of my smartsheet in any way?
Done with it
Thanks, but Smartsheet doesn't know what they're doing. I've been using it for 20 years, and all I have is a forum. They're putting you to work so they don't need to provide support to pro users. No phone support—just a lame chatbot. You aren't being paid for answering my question, yet you're happy to do it for a…
I am getting an error while Provisioning a Project via Control center with Resoure Management
Hi I have used a working Control center blueprint to set up another one that is integrated by resource management using the steps here https://help.smartsheet.com/articles/2482511-use-resource-management-with-control-center. I am using a reseller demo account for this The new Control Center blueprint was successfully…
Room Reservation System using Dashboard- Calendar, Dynamic View, Form, Report
Hello all, I have seen a number of posts on this subject but none with the most recent updates in Smartsheet. I want to create a booking system that has a root back end grid in which each desk space (70ish distinguised by Room Number and with an added filter of Floor and Direction [2nd floor, 3rd floor West, 3rd floor…

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How do I manage part-timers in Smartsheet so the data is synced accurately to RM?
In Smartsheet all team members are treated as full-timers but in Resource Management individual members working hours can be configured via profile account settings. In Smartsheet we have added an 'estimated hours to complete a task' column that is converting into Allocation %. The Allocation % column is then pulled…
Resource Management Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
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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