Resource Management - anything available that is not a premium product?
I seem to recall there being a basic Resource Manager feature being available in the base Smartsheet license, but am having trouble finding it.
As there is a premium Resource Management product available to buy, does that mean the basic feature is no longer part of, say, a Business Plan?
Thanks,
Dennis
Best Answer
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Hey Dennis,
Are you referring to the Resource Management tool you find at the bottom of your workspace list?
I'm passionate about helping you leverage the truly awesome power of smartsheet!
Answers
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Hey Dennis,
Are you referring to the Resource Management tool you find at the bottom of your workspace list?
I'm passionate about helping you leverage the truly awesome power of smartsheet!
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Lew, I guess so, but I'm more asking what, if anything, can I do with resource tracking without spending the $$$ on the premium product?
When I try to use Resource Management, I'm sent somewhere else and asked to log-in. When I log in, I get an error. This led me to believe what used to be free is now pay-per-view.
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What you are trying to log into is what was formerly known as 10,000ft which is a premium add on.
If you go to your sheets, you can find "Resource Views" at the bottom.
Here you can create views of resource based on user, project or group.
You will need to switch to Gannt view, and enable dependcies to a project sheet.
Then you can assign tasks and % allocation to a user in a contact column, and view allocation % across all sheets in the resource view you have created.
I'm passionate about helping you leverage the truly awesome power of smartsheet!
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I hope you're well and safe!
Have a look here.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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Lew and Andree, thank you. Does that need to be enabled by our SysAdmin?
Dennis
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You're more than welcome!
Yes, it has to be activated in the Account Administration.
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. 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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When I click on the Resource Management icon, that's where I'm asked to log into Resource Management, and when I log in, I get an error.
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Andree, thanks. The two radio buttons: is the one on top the Legacy and the one on the bottom 10,000'?
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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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