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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…
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RM View in a Workapp
Hello, I'm currently trying to build out a solution for my project planning team and using workapps to provide visibility to all the information they need to see when planning out the incoming projects. I want to include a view on my workapp so the planners can see what projects are in each program currently and what…
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Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
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Track changes in Resource management for Smartsheet
I would love to see the highlight changes feature be expanded from base Smartsheet grids/reports to RM for Smartsheet, specifically schedules, to easily identify where dates have shifted and availability has been impacted.
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Resource Management Advanced reports grouped by month should include Month or Month/Year as a column
Resource Management Advanced reports, when grouping by month, should include Month or Month/Year as a column. I tested both grouping by week and by month (both options for group by), and they produce the exact same output advanced report data even though the report inside of the RM module shows YYYY/MM grouping. The Time &…
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco