Track time in Resource Management by task, not by project overall
Is this possible? Am I missing something obvious? It seems in Resource Management we can only track time to the project and not to individual tasks within the project.
I'm trying to solve an issue for a team within our org and they actually came to us after finding a preview of the Time & Expenses feature in RM, which fulfills the timesheet-like solution they're looking for. This team completes audits of our offices and wants to track individual resources' time per office location. So we have one project sheet per resource, with a list of each of their audits for the year as tasks (plus the start/end dates and allocation we need to connect it to Resource Management).
Once connected, when each resource goes to Time & Expenses in RM, they can only confirm or enter their time for the entire project overall. We've tried both the hours and minutes and the itemized settings in our RM account. It seems the only way someone could track their hours per audit/office location in a week is to add in notes, or to add categories to our account for every audit/task (nope). But those notes won't produce audit (task-specific) reports, correct?
This team does not want to add every single audit as a new separate sheet - that's time consuming and not necessary, since they don't track any progress in Smartsheet. These resources want to complete a simple time sheet-looking feature where they enter hours for each audit (each task).
Answers
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It is not possible right now to track time against individual tasks in Resource Management. Time can currently be tracked against projects, phases, and at a more granular level - categories, as you've found.
You can break time entries down with notes in day view for a given day. Both categories and notes show up in the approvals as well as reports. However, if you want to group data in reports, you cannot group by notes (but you can group by category).
Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!
Thank you,
Genevieve
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Hello,
I have exactly the same question while I am using bridge/integration between smartsheet and RM.
On one side operational following up project with several tasks per resource, on the other side, following up workload plan, where days are charged, ...
I seems that Smartsheet cannot automatically create phases (correct ?), so I cannot follow up on which task resource has worked.
Do you have solution until we have this functionality ?
Thanks
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Hi @François Cales (and @Stephanie Simard!)
Resource Management released a new feature called Capacity View just last week - would this work for you?
Cheers,
Genevieve
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This is a serious limitation.
I have clients that want to track time by major deliverable. It's impossible.
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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.
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You can upvote this idea to allow phases to integrate from Smartsheet to Resource Management.
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Yes please, it is important to be able to input and track daily hours by a team member that would add up all hours spent against a project phase and then to be able to do the same with actuals vs budget per team member per project phase.
