Link Resource Management "Phase" of a project to data in Smartsheet

Rob.Bradford

It would be useful if a project's "phase" could come from a cell in Smartsheet so the phase of a project doesn't need to be updated in two different places.

Example: A project moves from Planning to Execution. As a PMO Manager, I would like to be able to update that in the Smartsheet Portfolio Rollup Sheet for that project, then have the phase change proliferate over to the Resource Management side.

Randall Alberts CBRE

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.

Mark Ryan

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?

Ronny Dorian

This is a current limitation that should be addressed.

rshiers

I have the same issue, even if you could specify a phase in a column on the Project Schedule, would be a big help for allocating tasks/time to my team members.

Being able to report on time recorded in phases would be a big win for me.

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.

Stacy L. M.

I am shocked allocations in phases don't sync into smartsheet projects from resource management. Between that and not being able to allocate multiple people to one task, this is not a very sophisticated system.

Neil Egsgard

Yes, please. This would be really useful and help with the issue of Smartsheet tracking at activity level and Resource Management tracking at project level.

See this discussion.

https://community.smartsheet.com/discussion/100953/track-time-in-resource-management-by-task-not-by-project-overall

ShawnSCAD

The other way around is also a shortcoming...considering that one typically starts with the creation of a project in Smartsheet, one should be able to allocate each task to a Phase, such that the work items are then created inside their relevant phase in Resource Manager when one creates the RM project from Smartsheet.

JRodriguez

I agree. This is a serious limitation as for us it's important to track time associated with the different project phases and not only at project level. There should be a way to send the phase from SS to RM.

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.

Tony Platts

I would go as far as saying that the integration between Smartsheet and Resource Management is unfit for purpose without this functionality.

The big problem here is that Resource Management has no concept of billable and non-billable time. The result is that Smartsheet's own advice was "Create two phases. One called billable and one called non-billable and set the billing rates differently on each one." Then I find you don't support it in Smartsheet.

I have to be honest. This functionality was sold to us and I'm extremely dissapointed it's not there.

I'll go a step further. When setting up the integration between Smartsheet and Resource Management we're asked to map columns for "Assignee" and "% Allocation". We should also have mapping fields for "Phase" and "Category". as a bare minimum. An even better system would be that the tasks we create are carried over into Resource Management and that users can code time against each task.

I want to be able to look at my teams project plans, understand what tasks were allocated to them, how much time was estimated and how much time was required. This is basic functionality needed for understanding Earned Value.

Genevieve P.

Hi all,
Here is the announcement post for this release:

Phase integration between Smartsheet and Resource Management now generally available!