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Resource management: any workaround to NOT enable dependencies?
There are other posts regarding why dependencies needed for the Smartsheet/RM integration, but I'm wondering if anyone knows of a workaround? I was beginning to explore Resource Management, but straight away there's a blocker because we need dependencies disabled in the projects. We need the ability to edit the End Date…
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Assign multiple placeholders or a combination of named people and placeholders to a row
For sheets connected to Resource Management I want to be able to assign a combination of named people and placeholders or multiple Placeholders per row. I am using Resource Management with Smartsheet to track people and equipment assigned to tasks. Both the people and equipment are 'managed resources' in Resource…
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Scenario Planning is generally available!
The new Scenario Planning feature is generally available. This powerful feature is designed for project managers, resource managers, and team leads who are close to delivery and need a dedicated space to run what-if scenarios without impacting their live plans. Scenario Planning solves the key pain of operating under…
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Connect Phases in Sheet to RM
I am trying to set up Phases in our sheets to connect with RM. I have created a sheet template with the "phase' column with the phases I've indicated in the RM set up. When i go to connect the sheet with RM, the phases don't populate. I've used Cluade (ai) to walk me through and verify the set up process, and it ran into a…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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Cloning previous week timecard
Introduce a “clone previous timesheet” capability in SS Resource Management (Time Tracking), allowing users to copy an entire past week’s time entries—including project allocations—as a starting point for the current week. This would reduce manual effort and improve efficiency, especially in cases where work patterns…
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Claude Connector for Resource Management
Claude Connector for resource management would be incredibly impactful! In my org, we struggle with consistent time tracking and do a lot of manual data analysis based on resource management exports. Claude would reduce the manual labor on both ends and improve our resource management processes significantly
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Merged: Resource Management Report Bug - Time & Fees by month
This discussion has been merged.
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Resource Manager Reports - date logic capability expansion
Resource Manager Reports need date logic capabilities beyond the standard last week, last month. Flexible logic like "today()- 2 months", or "today() + 6 months" etc. Having to update an existing report and or the resulting data and formulas each month so it displays the information that is needed rather than just enabling…
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Add Resource Management Default Option to Sync Hours vs. Allocation %
Our team prefers viewing resource allocation in hours rather than percentages. Currently, the Resource Management tool defaults to syncing Allocation % only. Is there a way to sync the Hours column instead and display allocation in hours in the Resource Management tool? In the Assignment Details report, availability can be…