-
Adding or changing phases in Smartsheets that live in Resource Management
Can I build, add, edit phases in Resource Management by way of a Smartsheet sheet? I know I can add phases in Resource Management, but I am trying to manage my projects only in Smartsheet.
-
Multi- Row Solution
I am trying to create a workflow for an expense report that allows me to turn it into a PDF. Is there a way to utilize the generation of multi-row so I do not have to create columns for each individual expense?
-
Block time tracking under "Report time for Something Else"
I would like to see a way to block resources from tracking time to projects where they have not been assigned any tasks on the Project Plan in Smartsheet. This is causing huge deviation in our actual hours and costs vs planned hours and costs. For example, a project phase is planned to only be worked by three resources at…
-
How to track time off in Resource Management
I am trying to add our time off sheet to resource management. I went ahead and told resource management to add it as a project and changed the assigned resource column to employee email in the settings. However, I don't understand how to get to allocation to work with this? Once I set it up with RM, the allocation column…
-
Merged: Syncronization of status-field between smartsheet and resource management
This discussion has been merged.
-
Filter Resource Management Timecard
Our team enters time in Resource Management to many projects. Sometimes 1 person has 10s of projects they are assigned so it makes the weekly timecard rather long and hard to update. The idea is for there to be a filter in the side panel where the user can filter on Projects or Grouips of Projects by client so they can…
-
Resource Management analytics report to show phase dates
We'd like to run a Resource Management analytics report to show phase dates. Currently, it only seems to show the total project dates, but the data is there in the project.
-
Time Approval in Resource Management
I have created a placeholder in Resource Management that gets time assigned to it for a project. I am the approver assigned to the placeholder for all hours associated with it. Right now, all the time that is being assigned to the placeholder is logging itself as unconfirmed as each day goes by because I have not…
-
Assignee reporting for all tasks during specific date ranges
I have been trying to create a report that shows all the tasks my team have on each week. I found some guidance in a community post about setting filters based on the start and end date. However I have found this doesn’t provide quite what I need so I was wondering if someone might be able to help me. Basically, I want to…
-
Automated Workflow - Mutiple sheets to one sheet
I have an automated workflow set up on multiple sheets to move rows to one sheet when an action is triggered. I've noticed it only works on one sheet. Does that automation only work on one sheet or is there a way to have multiple sheets move rows to one sheet? Thanks!