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Resource Management

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

Managed Resources Error When Allocating to a Plan
Hello, We've added managed resources to Resource Management - they are clearly visible They are also clearly visible in our Smartsheet Account. The Smartsheet plan in question is linked to Resource Manager and is visible there. We can allocate the projects to Managed Resources in the Resource Manager Schedule View When we…
Why is Resource Management Synchronization showing up on my activity log?
Hi all, I just noticed that my activity log is showing that Resource Management is syncing with an API, but I never set it up to do so nor do I even have access to RM. I noticed this on my other sheets as well. Can someone tell me how this is happening? Thanks! Brad
Resource Management License
My entire business is on a Smartsheet Enterprise license, which includes some Add-ons (like Calendar, Pivot, DataMesh) but does not include access to Resource Management. The question I have is, can I buy a (separate) Resource Management License for my team (~5 people with full access and ~50 licenses for resources with…
Smartsheets & Resource Management - Auto Update
Hi, It appears that when you integrate Resource Management with Smartsheets that you have to manually click Update for the updates made in the Smartsheet to transfer over to Resource Management. Is that true? Is there a way to have it auto update? I can see that certain changes in Resource Management auto flow back to…
Resource Management - Formula for various different schedules
Hi all, CC:@Genevieve P. I'm using smartsheet for resource management and the sheet links to our smartsheet resource tool. In RM smartsheet, we have different resources on different schedules e.g: Some work 7 hours a day Some work part time (4 hours a day) Some work 4 days a week at 8 hours and 7 hours (Fridays off) We…
Do you add public holidays one by one to Resource Management by Smartsheet?
It's the beginning of the new year and as I am updating the public holiday listing onto Resource Management by Smatsheet (RMS), I have to input one by one. Is there a way to upload a list of holidays to RMS?
Road map and developments for Resource Management
Hi, I see (and am grateful for) updates on Smartsheet nearly every week. However, I rarely see updates on Resource Management (the last one being the ability to usesSmartsheet login). This product has huge promise but the user experience on the Gantt view and Analytics portals are in desperate need of updates to keep up…
Resource Management // availability is not shown properly
Hi Everyone, maybe someone here in the community can help! Today, I noticed that the availability is not shown properly meaning that the bar displaying the availability is starting in October and not according to the availability I configured for individuals by setting start and end date of work. This used to work and i…
Resource Management - disconnecting a sheet linked to a Project
Hi I have a sheet linked to a Project in Resource Manager, however the sheet is now unavailable. How do I remove the link to the Project within Resource Manager. Once disconnected I will then relink the Project to a new sheet. Because the sheet is no longer available I cannot diisconnect from the Smartsheet side. Thanks…
RM - Same user, multiple potential roles
Within RM, is there a way to categorize a user with different roles/disciplines based on task? We have a couple team members that wear different "hats" depending on the task and project. It would be great if I could role that person up to the correct roles & discipline based on what they are actually doing.

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Resource Management - "Phase Names" account setting not working
In Resource Management's account settings, it looks like I can setup "default phases to make it easier for team members to setup projects" (screenshot 1). The issue is, I've setup the default phase names and they don't appear in my project settings. Instead, I have to manually type the phase name in the project settings…
Project does not create in Control Centre due to this error.
Only happens with some project managers, not all. Yet all licensed the same?
Calendar Block-Out Dates?
Is there a we a way to block out certain dates from being selected in a request Date Calendar field (example 12/18/2023- 1/3/2024)? Thank you!

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