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Merged: Outlook Add-In
This discussion has been merged.
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Can I block off specific dates for an individual to do a high priority task?
I am a Project Manager, and am currently helping my team plan a new project. Most of the activities are not inter-dependent on one another, they all just need to happen before the deadline. There is one task however, about a month in duration, which is high priority and needs to be done ASAP. It is dependent though on…
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Resource Management report using wrong bill rates
Hi there - I have specific bill rates set for each team member through the team member's RM profile. But when I run a time and fees report in Resource Management, it is using the account default for each person instead. How can I make it use the individual bill rates?
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Phase Shift in Resource Management - don't revert to start of the project
When using phase shift, reverting back to the start of the project. Can you please correct this, so the current screen will be the phase that you are working on and not to the original start of the project?
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Anyone else have Resource Management notifications automatically enabled at the account level?
We've had RM set for up years, but as of late last week, ~3/12, email notifications are being sent out of RM when a change is done on the SS project site. These are not new projects and I am one of two Admins, so I know that we did not make any changes either in SS or RM. Has anyone else had this issue or know why this…
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Resource Management with a Small Team
Hello everyone, I am currently in the middle of configuring RM for the IT team I work with. We are struggling with getting this views as it seems RM is more designed to showcase groups allocation. With our team being so small we don't have a real use to group people together (i.e we have 1 network engineer and developer.…
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Merged: Request for Country-Specific Holidays and Multi-Currency Support in Resource Management
This discussion has been merged.
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Maximum Concurrent Tasks
Working with a multi-family developer building multiple apartment buildings on the same project. Trying to get in front of bottlenecks in the schedule where we're expecting multiple crews in multiple buildings and end up short staffing or over staffing. For instance, Row 58 the Framer should be starting Task "Wall Framing"…
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Auto login to Resource Management from Dashboards and WorkApp
While Smartsheet did recently release a method for accessing Resource Management from the left navigation, our team finds more value in looking at the "Reports" I've set up within RM. Reports that I've embedded within our Smartsheet WorkApp, as well as within Smartsheet Dashboards. Issue is, when trying to review the…
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Resource Management Alert Notification of Over Allocation
I'd like to see a notification alert when adding a contact if they are over allocated somewhere else. Currently, the heatmap at the side only shows that a resource is over allocated, yet still allows you to schedule. There should be some sort of stop mechanism so this does not occur. Having an alert that the contact we are…