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Import and create Phases from a SmartSheet project schedule


We have been using Resource Management for a few months. IN RM you can build phases for projects, but when you connect RM to a schedule from Smartsheet it ignores phases. What would be nice is to have a phase column that I can build in my Smartsheet column that would import and bring the task over and place it in the correct phase. This way we can associate the different rates and timing for each part of the project.

15 votes

Idea Submitted · Last Updated


  • Mark Ryan
    Mark Ryan Overachievers

    Definitely agree, and this is something I've been told has been coming for a long time now. Any updates on how close we are to seeing this?

  • Neil Egsgard
    Neil Egsgard ✭✭✭✭✭

    When integrating with Smartsheet:

    • Smartsheet tracks hours at a task or phase level
    • Resource Management tracks at a project level

    This discrepancy makes actuals vs budget of much lower value because we can't identify the variance on phases.

    Please allow us to integrate phases from Smartsheet to Resource Management.

  • rshiers
    rshiers ✭✭✭✭

    This will be a great feature - I need this to avoid manual resource allocation on manually created phases in RM

    I need time recorded on phase levels to make sure each component of project budgets have been appropriately scoped.