Synchronise Team Member Availability between Resource Management and Smartsheet

I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.

Furthermore, syncing non-working days for individual team members should be extended to the Public Holidays - I need to specify these in Resource Management (Official Holidays) and in the Smartsheet Project Settings (Non-Working Days). I do not see the point in needing to specify non-working days in two locations.

Sign in to vote!

Find more posts tagged with

Integrations

Idea Submitted

Gantt View

Project Management

Resource Management

Enhancement Request

Comments

beverlyjosie

Upvoted. Along with Smartsheet technical support, we have also uncovered a related non-working day sync issue.

When an Official Holiday is added to Resource Management, and that same day is not duplicated in Smartsheet, the project from Smartsheet will sync to Resource Management however scheduled hours on the days that overlap with an Official Holiday will be missed completely in Resource Management. For example, if there is a 6 hour task scheduled over Monday and Tuesday and Monday is listed as an "Official Holiday" in Resource Management, the "scheduled hours" for that team member will be 3. The 3 hours scheduled in Smartsheet are not redistributed to the the only working day between that Monday and Tuesday, they are just removed. This has resulted in inaccurate "scheduled hours" reports and resourcing issues.

The workaround we have decided to implement for the time being is to not use the Resource Management Official Holidays feature, and to instead account for holidays in a Project built in Resource Management that duplicates all "non-working days" added to Resource Management.

Quick Links

Trending ideas

Resource Management Plan Settings in Control Center - add Client and Project Code fields
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
WorkApp Analytics
I’d like to see user analytics for WorkApps. I’ve checked the user report available in the Collaborator Pack, but it only shows how many times someone has clicked into the WorkApp each month. I’d like to know: Which resources (dashboards, sheets, forms, etc.) are getting the most traffic? Where are people spending their…
Sheet Icon Color Consistency
The 'Sheet' icon appears purple in the left navigation but blue within the sheet, creating inconsistency. Aligning icon colors across the platform would improve clarity and simplify user training. Please standardize the icon color to enhance user experience and reduce confusion during onboarding.