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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…
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Re assign task midway thru
I have a task that started in Sept and ends in Feb. I need to assign it to someone else, but do not want to lose the history of the first employee. How do I do this?
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WorkApp Licensing Management: How to Proceed?
Hello all, I own a Smartsheet WorkApp with approximately 450 users. Some of these users are paid members, and some are unpaid members. In this WorkApp, there are multiple roles, all of which have editable data. I am trying to understand what happens when the unpaid users edits data. Are WorkApps workarounds for paid vs…
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Resource Manager Schedule Timeline Scale - Add Quarters
Current RM Schedule scale allows quick links for Day, Week, Month. Adjustable slide scale allows to go out further. Neither offers a quarter view for multiple months in a singular block (similar to Week).
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Project Name pulled from Smartsheet is not consistent
Hi! We have Smartsheet connected to Resource Manager using Smartsheet Control Center (2nd level blueprint/child folder). The naming convention for these projects always start with what we call a phase name, P1 or P2 etc. (i.e. - P1 - ABC Company - 1111 - Implementation). We have an issues where sometimes the P1 comes into…
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Time Tracking within Smartsheet
Our organization is looking to utilize Smartsheet for project management tracking and would like to have it track time entries to account for the whole week of work (projects and non-project work). I would like to know how others are doing this. I know Smartsheet has the Resource Management planning tool, but I have not…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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More choice of colours for Projects in Resource Management
We have a number of projects running in Resource Management. We use projects to schedule not just billable project work, but a lot of internal projects tasks too (such as training, non-travel time, PTO/vacation). Currently it's only possible to differentiate projects by choosing project type, which gives you three options.…
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Make Resource Management Available via MobileApp
Currently, it is not possible to access Resource Management via the Smartsheet Mobile App. This is a pain point for project managers who need to have the full picture on their projects. Now that both tools are fully integrated the Mobile App needs to provide the same experience. Available on Mobile App: View sheets,…
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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…