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Resource usage reporting at project level - warnings of over allocatoin
Can a view of a project plan be developed to show the allocation of a resource within the project itself. It should report when the project itself has over allocated a resource due to multiple activities using the same resource over the same time period. A view Similar to that in MS Project would be ideal, where you can…
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Edit Start, End, or Duration from Report
I'd like to be able to edit the Start Date, End Date, or Duration of a task from my report. At present I can only edit Start and Duration from a report because End is treated like a formula. This is problematic when I need to adjust both dates because it forces me or another user to do math (accounting for non-working…
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Form "Created By" Email used to look up system "Contact List" user
The use case I have is: I am using a form to collect information, that I then will use to drive an approval workflow. A) when a user enters a form "Created By" is a system field that displays as Email address even if you require login for security B) workflows require Contact List User Account's to drive approvals. So, I…
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Change Cell Value workflow: Include symbols
Use case: When a new project is created, we want the initial project health to be a green symbol. The Change Cell Value workflow does not include Symbol type columns, only text/number, single select drop downs, and checkbox columns. Can we include Symbol columns in this workflow as an enhancement?
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Multiple File Upload Fields on Forms
It would be helpful to have the option for multiple file upload fields in forms, for example for photos, so that they could be associated with particular responses and not grouped together.
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Saving Folders as Templates
I think you should be able to save a folder or workspace as a template. Have the whole thing linked within itself so that automations don't have to be updated when you create the new space, they already point to the new sheets within that template folder. My projects use a large set of sheets and the folder structure is…
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Dynamic Sizing of Dashboard Widgets
There are many times we show data within report widgets and there is a of whitespace due to not many things being in the report. The suggestion would be to have the widget adjust its size based on the number of displayed rows. Two things that would make it even better... Have a checkbox that allows setting to dynamic, in…
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Workapps Default Role
I would like the ability for users assigned to multiple workapp roles to select a default role that will appear upon sign in without needing additional toggling.
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Allow embedding or linking to workload schedule in core SS
First, I'm loving the new workload schedule in core Smartsheet! We do not own Resource Management (and it's not on the roadmap to own) and have been managing multiple sheets (one for projects, one for assignments) to track workload. While there is still a way to go, it's a good start (I do still miss the old core resource…
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Scenario planning for Resource Capacity Management
Currently it is very difficult to do resource capacity planning for different scenarios across a project portfolio. The People view does not recalculate the resource allocation percentage when filtering projects so. you cannot see the difference when excluding a project. You also cannot try out different scenarios where…