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Resource Management: Include 0% allocations in analytics and data extracts
Smartsheet RM allows a resource to be assigned onto a project on 0% basis (for example, you might want them to be able to record time against the project, but on an adhoc basis without them needing to dedicate a specific % of their time; or you know you'll need that resource during a given date range but are awaiting…
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Removing overlapping assignments in RM should have cleaner implications in Smartsheet
Currently, if you go to Schedule view and add a task for a resource over existing tasks, select the Allocation in the hover menu for the new task and select 'Remove Overlapping Assignments', it will create a schedule block for that one task where no other tasks happen concurrently. Problem is, for each of those other…
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Accounting for resources different countries and regions in Resource Manager
This is in regard to holidays and currencies mainly. For example, the only holiday US and Australia share in common are Christmas Day. For the rest, you would have to create leave types and cannot pre-fill them as blocked days for resources. As for currencies, really no visual or reporting difference between US, AU, NZ,…
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Changing allocation % in RM doesn't change it in Smartsheet, although resource assignee changes
If % allocation change in RM does not sync back to Smartsheet because it is a parent or ancestor task, why is it that changing the resource will sync back, no problem? I argue there is nothing limiting the allocation% change in RM from sycning back to smartsheet in this context since there is no underlying correlation to…
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A single user profile setup across all Smartsheet products
We should be able to have a single point to enter and maintain user data across all Smartsheet products. Right now you have two areas to set up and maintain user information if you use the RM tool along with the Smartsheet Core product. This user information should ideally live in just 1 place and Smartsheet should be able…
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Providing the list of columns in the sheet order rather than A-Z
When building reports it would be ideal if the listing can be in the re-order of the columns rather than A-Z
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When Using Search Bar, Add an Option to Find Next
In a worksheet, if you search in the search bar and then narrow the location to 'current sheet', you are presented with a list of the places in the sheet where that word appears. If you click on one, it opens. If that isn't the one you need, you must repeat the process and try another one on the list. Instead, if the one…
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Sending as Attachment: attach as EXCEL
The ability to customize or change the default attachment from PDF to Excel. Smartsheet defaults to PDF but many time we want the Excel version and users can forget to change the toggle when sending a form. There is currently no way to change or set a different default.
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Make Logos Legible in Update Requests
A company's logo appears too small to be legible in the update requests. Please make the logos legible.
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Option to Not Allow Subsequent Changes After an Update Request Response
For update requests, provide an option to not allow changes after the first response. If an update request is sent to multiple people, such as the primary recipient and a back-up recipient, once one of them submits a response, don't allow either recipient to change the response. For example, a proposed visit date is sent…
