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Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
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Ability to export Utilization underlying data
Currently, any Utilization reports generated from Resource Management are only able to export high level data, and not any of the underlying data. The underlying data (such as utilization on a daily basis) is needed sometimes. Smartsheet support confirmed that the current Utilization report does not have an option to…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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keep the colour of the source cell when linking it out to another sheet
Either through "Link from Cell in Other Sheet" or Vlookup....
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Resource Management: Restrict Use of "Non-Phase Specific" Phase
The Projects I run tend to have phase budgets that are beneficial to be tracked for Post Implementation Review. My Team Members are able to record time on the top level of the Project - this is not helpful for reviewing the specific components. I would want to restrict the ability to record time on non-phase…
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Report Option to Mask Column Titles
I would like Reports to have the ability to define a Column Mask that will be displayed at the Report Title for the column. I am bringing in data from multiple teams and there are slight variances in column names, I want to be able to pull this data together into one uniform reporting column title instead of asking teams…
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Jira/Smartsheet Connector: Project Phase Reported & Sprint Bi-Directional Syncing
Hi! Our org has an issue with the connector where both Sprint & Project Phase Reported fields are only limited to a 1 directional Jira Smartsheet data push. It's important for us to be able to set a bi-directional sync for these fields because our Bugs tickets require Project Phase Reported to be filled out. This prevents…
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Allow Utilization Target to be Accessed/Updated via the API
Please allow read/write access to the utilization target via the API. I am developing an integration for a client, syncing their employees to Resource Management from their ERP system. I can sync every field they need except that one, so they will have to have some sort of manual workaround for one field.
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Attachment on proofs (external URL)
Proofs shared as external URL don’t allow the users to submit attachments. For my use case, I don’t need to share the underlying sheet, nor do I want it. Could it be an improvement to enable attachments for external URL proofs?
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Automations for time based requirements
Currently we can only use filter expressions and automation that are based on current day or previous day etc. Why can't we filter by past hours or other similar terms? It would add so much functionality to Smartsheet in its various functions, such as project for one when assigning task durations by hours or to filter…