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File Upload to Resource Management - projects
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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Implement the capability to allow records to be moved to a different row and remain intact
This is in reference to the support case #06202095: https://supportportal.smartsheet.com/s/case/5005a00002WaZM4AAN/issue-with-data-insertion-and-moving-them-see-detailed-description Summary of the case I use a plugin called Smartsheet for Jira Connector to sync data between Jira and smartsheet. The issue is that when I…
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…
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Resource Management by Smartsheet is now localized in additional languages
Exciting news! Our latest release of Resource Management by Smartsheet enhances our global customer support by providing seamless language compatibility. Now supporting the same languages as Smartsheet - English, French, German, Italian, Japanese, Portuguese, Russian, and Spanish - it leverages automatic detection based on…
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Assign Contacts to Child Rows Based on Criteria in Parent Row
We have multiple stages in our projects that are set up with a parent row and then child rows below. I would like to assign a contact to the parent row of a stage and have that contact automatically assign to all child rows below. Is there a way this can be done without add-on software?
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Auto-numbering automation
Hello I have a sheet, that uses numerical ranks to keep track of projects. These ranks are simple number assignments (i.e: 1, 1.1, 1.2, 2, etc.), that we use to determine the priority of the project. If a project changes priority, or we have a new project that comes in at a high priority we have to manually update the…
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can't see the data on report despite that there is data on the form, what is wrong?
Since days ago I can't see anymore the Data of my active project report, despite that the project intake sheet has the information. I try to create a new report, also try to filter again, to make a copy of intake sheet and create a new report, but nothing works Help
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Is there a way to have a column automatically pull data from multiple columns based on the month/yea
I have a master sheet that includes data for multiple projects from different months. I'm trying to generate a column that pulls the data from the current month. The intent is to create a cell that populates automatically and can be referenced on a dashboard. I have tried to use the index/match formula with no success. I…
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Multiple Critical Paths in Single Project
The last task/activity in my project plan is not the "end" of the project, or at least not the end that we care about for reporting purposes. I work in pharma, and our project sheets are tracking toward their NDA submissions, which is the "end" of the project that everyone cares about when it comes to executive reporting…