Enabling Resource Management from Existing Smartsheet

KatieS3941

Hi - I have a pretty basic sheet in Smartsheet with contractors' names and dates they're available for work. It changes from week to week and they go in and update it after they receive an automated Smartsheet form reminder via email to update it.

We're new to Resource Management and in trying to enable RM with this sheet, I've gotten the dates and some names to transfer over to RM successfully, but not all of the names. I'm at a loss as to why not all of the names are transferred. The email addresses are the same in RM and Smartsheet, and the names are spelled the same. Why might the Assigned Resource column only pick up some names but not others? I've done a copy-and-paste of the email addresses as well as hand typing them out and it still won't populate. I've tried to type them in fresh in new, unused cells, and that doesn't work, either. There are no hidden columns and I'm the only person who has used the sheet all day.

Thoughts?

Thanks!

Mike TV

The names that are able to be entered are they all in your SmartSheet Contact List? Click the logo of your profile at the bottom-left of SmartSheet and go to My SmartSheet Contacts.

KatieS3941

https://community.smartsheet.com/discussion/comment/328222#Comment_328222

Hi @Matt C. thanks for reaching out. Yes, I added the person (I've since been able to troubleshoot one, so I only have one remaining that won't merge over to Resource Management) when he started with the company and he his in my Smartsheet Contact List.

Also- I don't know if this makes a difference, but he is able to log into the sheet and view/edit it, and did so yesterday.

It's a gmail account, but we have other gmail accounts in that sheet that work.

Genevieve P.

Hi @KatieS3941

Is this user a member of your Smartsheet account? (They can be an un-licensed member).

This is something a System Admin on your plan would need to enable: Admin Center: Add, Edit, and Delete Individual Users with User Management