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Add multiple Bill Rate lines
By adding more than 1 bill rate line, Project Managers can compare billed rate versus cost rate for financial projections.
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More options for Time entry locking in Resource Management
Currently there 3 Time Entry locking possibilities in Resource Management to choose from: 1. Do not lock time for a project 2. Lock all time entries for a project 3. Lock time entries for this project that are older than xx number of calendar days. Idea: enhance the Time Entry locking states by introducing additional…
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Importing ms project file on a weekly basis into Smartsheet; impact on RM?
Client requests project plan in mpp format. Company needs to use RM module to track timesheets, resource allocation, forward looking availability based on sales pipeline. Heard uncomforting stories about importing mpp into Smartsheet. I doubt the below will work; would appreciate support from the community: Based on mpp…
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Feedbacks, updates and revision history for "Resource Management by Smartsheet"
Hi! What happens to feedbacks and feature request, submitted by the designated "Send feedback" action? Is there any information on what changed in the application or what is planned for the application? We use the app extensively in our company and therefore we would like to have information on new feature, bug fixes e.g.…
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In 10,000ft/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)
Is there a way to get a full report in an automated fashion? By full report, I mean when you go to rm.smartsheet.com/report, and click "Run Report" or "Request Underlying Data" and you get back a full csv. (format doesn't matter, csv or json formats are both fine). I would like to download the report automatically on a…
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Resource Management - ability to choose which columns of export
In resource Management the analytics feature is great but the out/extraction of that information is not. As of now you get 2 choices - Export this report - limited data Export Underlying Data - gives me everything It would be great to have way to choose which columns of data I want to export.
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Start date & End date in resource allocation underlying report from analytics in Resource management
Hi team, As earlier I already posted and shared the idea for large and mid cap organizations to help th data regarding resource allocation start date and end date. As of now if you will generate underlying data from resource management you will get most of the data, project name client, scheduled hours etc but, in Resource…
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Resource Management Implementation
Hi everyone, We have recently implemented RM along with Smartsheet Control Center. I think we ignored RM during UAT. And now we are having issues in RM with regards to allocation, capacity & analytics. Will anyone be able to share their implementation strategy with me which may help us. Looking forward to hearing back.…
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Resource Management License Needed to Access Slide Out?
Do you have to be a licensed user in Resource Management (RM) to access the RM slide out from a sheet? I understand that you need to be licensed to manage resources and project plans from rm.smartsheet.com, but do you need an RM license to do these same functions but from a sheet instead?
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Is it possible to transfer all time logged in Resource Mgmt to a different week?
One of my team members logged all of her time for last week under this week in RM. Is there a way to easily transfer it to last week without having to do it manually? We track time against tasks within projects so there is A LOT to move manually if there is no other way to do this.