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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 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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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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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 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…
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Create a "This & Next Week Projects Report" in Smartsheet using RM advanced reporting
Hello, For a while now my teams have been missing a way to see their workload in the coming weeks. Taking screenshots of rm.smartsheet.com or giving them a licence to it are options, but it is either too manual or too costly for my taste. A more realistic alternative was to export reports from RM, reimport the files in…
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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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Does resource management round up to the nearest day?
If a task's duration is set as 1 hour, for example, but it is given an allocation %, does Resource Management treat that as allocation for a full day?