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File Upload to Resource Management - projects
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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Resource Management: Email Saved Analytics Report on a specified schedule
The reports should be able to be emailed to recipients on a specified frequency. This could be helpful for updating project stakeholders on time recorded in the last reporting period (i.e. weekly)
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Status field in RM should be synced to Smartsheet and vice-versa
Some conventions and mapping should be put in place to make it possible for those who want this functionality.
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Resource Management - Folder Structure For Analytics Reports
It would be AWESOME if we had the ability to create folders for reports on the Analytics tab in Resource Management. It would help keep that page organized v having to scroll for the reports you need.
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Implement the capability to allow records to be moved to a different row and remain intact
This is in reference to the support case #06202095: https://supportportal.smartsheet.com/s/case/5005a00002WaZM4AAN/issue-with-data-insertion-and-moving-them-see-detailed-description Summary of the case I use a plugin called Smartsheet for Jira Connector to sync data between Jira and smartsheet. The issue is that when I…
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Moving Subtasks
I started trying to use Smartsheet to manage my daily workflow using the Card view. The problem I ran into was when I created a card with subtasks and then completed the card, moved to the card to the "complete" column, the subtasks on the card stayed in the original "in process" column. I found this very inconvenient and…
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Automation that is triggered by a function
Hello, we'd like to suggest an automation flow that works when a row is updated via a function. In our case example we have a row, say row 100, where information is being input. Let's say row 92 is our target row to trigger the automation and its contents are a function of the sum of rows 93 through 100. We'd like to be…
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Disable mobile application
Add functionality to be able to disable the mobile application for all users in our domain.