How to connect Resource Management View to Dashboard

Jeff Casto

Hello,

I am attempting to connect our Resource Management view to our Portfolio Dashboard. I was shown that if I create a "web content" module, that the Resource Management view will show up. I did create the "web content" module, and a link to the RM software appears, but it is the login screen. I was already logged in and so I logged in again via this view and nothing changed.

Does anyone know how to get the view from within the Resource Management software to show up and not the login screen?

Thanks!

Tim C

https://community.smartsheet.com/discussion/129206/how-to-connect-resource-management-view-to-dashboard

Hi Jeff,

You have to just log in unfortunately. You will stay logged in for awhile then it will auto log out and you'll need to log in again. This is expected behavior at the moment.

Jeff Casto

Hi Tim!

Thanks for your response. I actually was logged in and then logged in again a couple times and it didn't fix it. I then opened the dashboard link in an incognito window and magically, it worked. I still don't know wht it wasn't workig in the Smartsheet "app", but at least I go it to work in a Chrome incognito window. Thanks again for the response.