resource management

fishcop1987

is there any way to access resource management features of smartsheet without having administrator privileges?

Jason P

HI @fishcop1987

You can retroactively but you must do this for each project sheet individually

• Open the Project Sheet
• Go to Project Settings click the gear icon in the Gantt chart toolbar or right click any date in the Gantt chart
• Click on Resource Management in the settings menu
• Check the box that says Enable resource management
• Ensure Assigned To column is mapped to a contact list column3
• Save the settings

Going forward. Create a standard project template with Resource Management enabled and ask all PM’s to start with that template. Alternatively, download a project sheet from available Templates, many of these will already have RM activated. If not, simply follow the steps above to enable it.

Cheers.

Jason P

Morning @fishcop1987

Correct RM and I think a few others are not available in SS Govt as it resides in it's own environment with strict FedRAMP compliance. https://help.smartsheet.com/articles/2480681-gov-capabilities

kowal

hi @fishcop1987,

you need to be licensed resourcing admin to see all the features of RM like settings etc.

fishcop1987

so i managed to get resource admin, and have the resource views option available. however, there are no sheets visible, which i 'believe' means that legacy resource management wasn't enabled when the sheets were created. is there any way to retroactively activate this feature? if not, what needs to be done going forward, to ensure the project managers activate this feature so i can see resource allocation and manage the resources on the schedule?

Jason P

HI @fishcop1987

You can retroactively but you must do this for each project sheet individually

• Open the Project Sheet
• Go to Project Settings click the gear icon in the Gantt chart toolbar or right click any date in the Gantt chart
• Click on Resource Management in the settings menu
• Check the box that says Enable resource management
• Ensure Assigned To column is mapped to a contact list column3
• Save the settings

Going forward. Create a standard project template with Resource Management enabled and ask all PM’s to start with that template. Alternatively, download a project sheet from available Templates, many of these will already have RM activated. If not, simply follow the steps above to enable it.

Cheers.

fishcop1987

so, jason p. answered my comment for 'commercial' smartsheet. however, we're using a government license, which doesn't even have resource management on the list of available options (left hand menu), so there's no way to enable this feature, it appears. Does the government license NOT include resource management?

Jason P

Morning @fishcop1987

Correct RM and I think a few others are not available in SS Govt as it resides in it's own environment with strict FedRAMP compliance. https://help.smartsheet.com/articles/2480681-gov-capabilities