Resource View Missing Resource Information After License Purchase / Activation
Hello everyone, I just complete the purchase of Smartsheet and received the license activation last night.
Prior to the purchase, I used the trial version to create a bunch of Project Plan / Sheet as well as assigned resources to them. During the trial, I could see the resource views showing the list of people, which projects they are assigned to and which day of the week.
Unfortunately, after the license activation, the above links seems to be lost, even though the sheets I have created are there and still have the resources tagged to it, it is not coming up in the Resource Views. I noticed the Users I created were lost as well. I tried creating two of the resources but it is still not showing in the Resource Views with project information.
I am not sure what happened during the license activation but appreciate if anyone can share their experiences / resolutions in this area.
Thank you.
Answers
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Hi Cheng,
Make sure that you’ve enabled Resource Management in the account settings and sheet(s).
Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)
Did that help/work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you Andrée for your swift reply. Yes I did go back to the Resource Management setting option to double check and it is enabled. I have logged a call with Smartsheet as well - hopefully they can help fix this at the backend.
Thanks.
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Happy to help!
Let me know what you find out with support.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hello everyone, me again.... update to the question I raise here.
So how I eventually fix the issue :-
1) Open every single Worksheet / Project Plan
2) Enter some changes - e.g. putting a fullstop in
3) This allow Smartsheet to detect there is an update
Solved !! The Resource View now has the updated resources information mapped out by day / project !
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Glad you got it working!
✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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