I don't know why some managed resources are not appearing in the project resource overview

B Johnson

resource integration issue 8 Apr 2024.PNG

I keep getting the same message asking to 'save the sheet and reopen the panel' to see the resource updates for a particular person(s), but they still don't appear in the resource overview, once I've expanded the section, after following the instructions. Any help would be much appreciated. Also, I am integrating my teams resource management into a section of individual Smartsheet plans which make up the overall portfolio, but I am not the owner of the Smartsheet, but I have editing capabilities. Could this be the problem?

Genevieve P.

Hi @B Johnson

Is this still happening for you? You're able to add Resources to the sheet as a licensed Editor on the sheet. You do need to save the sheet before assignment changes in the grid of the sheet reflect in the workload schedule. Here's more information: https://help.smartsheet.com/articles/2483101-workload-tracking-in-smartsheet

If you're still being asked to save the sheet even after saving, please capture a screen recording and submit that to Smartsheet Support, along with the sheet URL that you're working in.

Thanks,

Genevieve