Resource Management View + SmartSheet Sync Issues
I have several issues with the resource management view and smartsheet.
Context:
I have setup a sheet that has all my members and their allocated tasks as well as the % of the time they are allocated to. The assignees column are added as a contact list. all members have allocation %s.
Problem 1:
When I enable resource management , all I see in the panel is a high level % that is not even readable :
Problem 2:
If instead of resource management modern, I use the legacy option and then follow the instructions here: https://help.smartsheet.com/articles/1346971-resource-views-for-legacy-resource-manager I can only view the high level % allocation of users
Problem 3:
When I go to resource view, even after selecting all users and selecting the data range that I need, I still get an empty view.
I've read all the posts here and they've all been unhelpful.
Answers
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Was wondering if there was an update here or anyone who can answer my question?
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Hi @Nikki_13
With the Resource Management panel, there currently isn't a way to adjust how the percents are displayed; it will show you all of the corresponding percents, which means that if there are many small ones then it can be a little squished, as you've identified. I would suggest opening up Resource Management in order to visualize these assignments in more details.
Please also provide your feedback to the Product team around Resource Management and the Panel in Smartsheet by filling in this form, here.
In regards to the Legacy resource view in the Smartsheet app, would you be able to post screen captures of your issues, but block out sensitive data.
Thanks!
Genevieve
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Thanks
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@Genevieve P. my Resource Management Panel is showing up blank. Even though my username has System Admin & Resource Admin permissions. Any thoughts?
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Hi @wmoreland
There should still be content appearing in that panel, even if you had lower permissions:
I noticed the loading of this lagged when I was on a slow network signal; could you test a different browser or network?
Thanks!
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
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