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Upcoming Resource Management Webinar- Register Today!
📣 Exciting things are happening with Resource Management by Smartsheet! Join us Tuesday, November 19, to dive into the latest features we’ve launched in Resource Management, get your questions answered, and even hear about a top-requested feature we're about to reveal (🔎hint: it rhymes with “phase integration).” ⭐️ Secure…
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Assignee reporting for all tasks during specific date ranges
I have been trying to create a report that shows all the tasks my team have on each week. I found some guidance in a community post about setting filters based on the start and end date. However I have found this doesn’t provide quite what I need so I was wondering if someone might be able to help me. Basically, I want to…
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UnManaged Resources Filter
Resource Management needs a method of being able to globally filter out UnManaged Resources which show up by default when reviewing the people schedule. With hundreds of Unmanaged Resources showing up we need a quick and easy way of doing this.
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Resource Management Schedule Zoom
Resource Management used to have the ability to zoom in and out in day view to show less days of the week. Smartsheet recently released an update that removed this feature and now you are forced to see a full 9 day period which is extrememly frustrating. It would be super helpful if smartsheet could add back that ability…
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Resource Manager Advanced Report Field export selections
It would be nice to have the ability to select which fields we want to have exported to SS automatically vs. ALL of them. With the 500K size limit on sheet sizes and 68 columns of data getting saved automatically from the RM Advanced Reporting, we will be hitting size limits. Of the 68 columns of data, we may really only…
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SmartSheet hours Inaccurately transferring to Resource Management
When allocating hours to individual team members in SmartSheet the total number of hours transferred to Resource Management does not equal the total. I.e. When I assign 60.8 hours to an individual from 11/04/2024 through 11/29/2024 in SmartSheet, the total shown for the same Task in Resource Management is 54.7 hours over…
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Embed a Resource Management Report in Smartsheet Dashboard?
Trying to embed a Resource Management Analytics report into a Smartsheet Dashboard, but it's not working. Not sure how to get the "embed" code. Is this possible? Found this link, and although it doesn't say you can embed RM reports, at the right side it does say to get the URL: "Analytics page: rm.smartsheet.com/analytics"…
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Advanced Reports in Resource Management by Smartsheet now generally available!
Hi Community, We are excited to introduce "Advanced Reports," a new feature in Resource Management by Smartsheet. This release brings significant value to organizations utilizing Smartsheet and Resource Management. With "Advanced Reports," organizations can now automate their Resource Management reports—covering Time &…
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Log in as another user
As an admin, when I'm testing out new workflows or other things within RM or Smartsheet, I want to know exactly what users will experience with different permissions and access levels. Right now Smartsheet/RM do not offer this feature, but it would be helpful. I have used this feature in Workfront - link to more…
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Automatically disconnect sheets from Resource Management when deleted
Could you develop a fix that makes sheets automatically disconnect from Resource Management when they’re deleted—either initially or when they are permanently deleted after 30-days. It’s quite annoying to hunt down a deleted sheet—because you have to know the owner—and when it’s permanently deleted, you see that there’s no…
