Can I auto-populate base on role in Smartsheet and sync with Resource Management?

If my project is assigned to the resource base on ROLE, how can we auto-populate the assigned to in Smartsheet when we also need to sync with Resource Management?

For example: for Project A

Architect: A person, Project Manager: B person, Designer: C person

Screenshot 2023-11-21 at 12.44.55 PM.png

For the above, I can have Sheet B with Role and Name for this project. All the roles are predefined base on task. I just need to update the Role and Name in Sheet B and my project sheet will be updated accordingly.

I am also using Resource Management, but I find that I can't sync this Assigned2 column with Resource Management. We will have to manually assign the role for each task.

How can we auto-populate the assigned to in Smartsheet when we also need to sync with Resource Management?

Find more posts tagged with

Accepted answers

All comments

Genevieve P.

Hi @Vivien Chong

There currently isn't a way to use a column formula in an Assigned To column and also have that column sync with Resource Management; the cells in that Assigned To column will need to be editable through the integration.

If you have access to DataMesh, I would potentially use DataMesh to bring in both your contacts and role into the second sheet, although this would require a new DataMesh workflow every time you have a new Sheet B.

Cheers,

Genevieve

Vivien Chong

Thanks @Genevieve P. I think we do not need Data Mesh for this, just a sheet with the Names and Roles will do. Which means as of now, we will have to manually update the Assigned To so it can be sync with Resource Management.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.