Autofilling phases into new projects
Is there a way to have certain default phases show up in every new project in resource management? For example we have a Phase 0 and an Idea Workshop phase each with $0 bill rates associated with them that are apart of every new project we create in RM. Is there a way to automatically have those show up in each new project without having to manually input and change the bill rate each time a new project is created?
Thanks
Tags:
Answers
-
Phases don't sync between Smartsheet and RM unfortunately. That's a great enhancement request however!
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 145 Just for fun
- 62 Community Job Board
- 464 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Want to practice working with formulas directly in Smartsheet?
Check out the Formula Handbook template!
Check out the Formula Handbook template!