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Resource Management with Control Center - Project Schedule requirements
I'm in the middle of implementing Control Center with Resource management. Leadership is asking to simplify our current project schedule to include only Phase, deliverable, and milestone - removing the tasks. How would this impact our use of Resource Management? If we don't have tasks, we can assign resources…which I would…
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Resource Management (paid add on) & Workload Tracking now generally available in Gov
Hi Community - Workload Tracking gives Gov team leads and project managers real-time visibility into team availability, helping them balance workloads, prevent burnout, and keep work moving. For PMOs and resource managers who need more, Resource Management is now available as a powerful add-on with demand forecasting,…
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Resource Management - Resource Cost Rate
I run a Professional Services business, and we are currently leveraging the Resource Management module for capacity and forecasting. We have created ways through formulas and sheet templates to account for cost rates, we would love a more systematic approach much like the bill rate function already present. A resource cost…
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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…