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Restore Workload View Access for Licensed Users After Enabling Resource Management

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Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM.

Our customer submitted the Support Case regarding this: Case # 08258696

Β The issue on the client’s side was that after enabling Smartsheet Resource Management (RM), licensed users lost access to the standard workload view unless they were assigned a full RM license. Meanwhile, unmanaged users can still view their allocations without a license. In this case:

  • Licensed users can no longer access the functionality they had before RM was enabled.
  • This requires customers to purchase additional RM licenses just to maintain previous capabilities, but we do not see where it is explicitly documented as a Smartsheet Product feature or was not communicated to the customer at the time of their RM purchase.
  • It’s perceived as illogical and unfair, creating frustration and reducing trust in the product.

There should be either a description and training that this functionality is lost when the RM is purchased, or the functionality should not disappear.

Best Regards,
Kate Orendochka

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Idea Submitted Β· Last Updated