Exchange values from SmartSheet to Resource Management

minthutoto

Hi all,

Current situation: I have a sheet with budget data (Budget YAPed column)

And now I want to have this budget in Resource Management. Normally this is how I do:

Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below).

—> My question: Is there any possibilities to migrate data from sheet in SmartSheet to Resource Management automatically (Resource Management will automatically update budget value when I input value in the Sheet), instead go through many steps like I normally do?

Thanks and waiting for your feedback 😃

Georgie

Hi @minthutoto,

There currently isn't a way to synchronise budget from a sheet to a Resource Management project. Advanced reports can be used to pull report data from Resource Management to Smartsheet, but these are read only, and data will not be synchronised from Smartsheet to Resource Management. 

I found a similar idea post here: Budget and prognosis synchronisation between Resource Management and SmartSheet. Please add your vote to this idea if it matches your request. You’ll then receive updates when the status of the idea changes! If the request provided doesn’t quite match your suggestion, please create a new Idea Post in the Smartsheet Product Feedback and Ideas topic. This will allow other users to vote on your enhancement idea!

Thanks,

Georgie