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Resource Management and Project plan
I'm trying to wrap my ahead around using RM and how the project plan incorporates into it. Are there templates that work best with RM? I also wanted to know if the change mades in the schedule in RM will appear and reflect on the project plan automatically?
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Summary of Project and Phase Allocation % for each resource
I am trying to create a section at the top of the projects Gantt that shows the total allocation % for each resource in each project phase and in the project overall. I need this to not double count in resource manager, but just roll up each resource's allocation % from a Phase and the project in total. I've tried adding…
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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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How can I pull reports data from Resource Management connect to Power BI?
I'm not a developer and my knowledge of APIs are limited. I'm working on getting data from the resource management tool to power bi. I was able to pull all data, except for reports. I know I have to do a POST request, which I'm trying for the first time. I did run this query and I'm still getting errors. I'm getting this…
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Has anyone used Smartsheet to create a User Request Form or User Access Requests Form?
Typically, URFs or UARs have been paper-based. I am wondering if anyone has created and successfully implemented a system to not only track the overall requests but to alert the various people across the organization if they are assigned actions based on the system(s) they oversee. Thank you.
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Adding trackable resources without email confirmation?
Is there a way to add resources (that will be trackable in Resource Management) without needing a email confirmation? I have tried: 1. Adding a resource under user management (dummy email address) but this is in "pending" status awaiting email confirmation. This resource doesn't show up in the "assigned to" column.…
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How can I edit the name of a managed resource in Resource Management
When I go to "People", and try to edit one of the managed resources in Resource Management, the name is greyed out and says This person’s name, email, and profile picture are managed in Smartsheet. Learn more. When I change the name in the Smartsheet Contact List, it doesn't update in Resource Management. Why is this?
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How can I use allocation % properly to create accurate durations?
Hi there, My consulting company uses Smartsheet heavily and has been using Resource Management to track budgets, hours, fees, and time entries. Within that, I've encountered a challenge and I'm hoping that you all can help. Example: Work item in project Smartsheet takes 16 hours, but the duration of the work item is 21…
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Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
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How to change and edit default time in Gantt Chart ?
Hi all, I am trying to track time for each task in a gantt chart by using the formula (=Start@row + ""). This formula displays the date and time for each task as shown in the picture below. The problem is its assigning the default start time for a task to 8:00 am and I am not able to change it. The project settings section…