Display link to Resource Management in Smartsheet report

dpm1028

Hello,

I have Resource Management attached to a number of Smartsheet projects. But there are some that are not. Is there a way, in a report from Smartsheet, to see the projects that I have linked to RM? Some indication that the link has been established or not?

Thank you

Dan

Brian_Richardson

There's not a built-in report that you could just pull to do this. You could accomplish it, though, in a few different ways depending on what capabilities you have on your Smartsheet account and what permissions you have in RM.

Option 1: Manually download a list of projects from RM by going to Settings…Account Settings…Project Import…Export Project List. Import that into Smartsheet by copy/pasting it to a standing "RM Projects" sheet. Have another sheet where you've listed all your projects and have a formula using a reference to lookup the project names against the RM Projects sheet to see if anything matches.

Option 2: Setup an Analytics report in RM for TIme & Fees and group by Project, then convert to an Advanced report. That will sync the data to Smartsheet, and includes project custom fields and user custom fields. You can then perform lookups from a list of projects on another sheet to see if that project exists in the data. If you want to do that by some ID, you can add the ID as a custom field on the project in RM, and then look for it in the Advanced Report.

Option 3: If you have Bridge, you can pull a list of projects from the RM API and include the RM project ID and potentially custom fields. You can then match to the RM ID and/or a custom field like your own internal project IDs.

dpm1028

Thank you Brian, I will try option 2 then 1.

dpm1028

Not sure I have - or know what Bridge is. But I'll look.