Why does my date automation disable with work management connected to column?

Shawn_K2

I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled.

Is there something I'm doing wrong or I can be doing differently?

AravindGP

Hi @Shawn_K2

Usually, the intake sheet is not connected to Resource Management as you would have multiple projects in the intake sheet. RM is used to track resources across projects with each project in Smartsheet created as a corresponding project in RM as well (this is done automatically when you link the project to RM). In this approach, each project that gets created in RM, can have the project added date as its start date in Smartsheet as well as in RM. When you connect the intake sheet, RM will consider that to be a project and all rows in that sheet as tasks instead of separate projects. Hence the start date for your project in RM never changes and always remains as the first date available when you linked the intake sheet to RM.

Shawn_K2

Thank you. Is there a alternative way to track intake projects?

Yvonne Smythe

Hi @Shawn_K2 - Have you tried a tick box on the intake form and adding a field in the sheet for 'intake projects'?