-
Creating project in Resource Management from a Smartsheet Report
Hi All, I would like to get data from a client's Smartsheet into Resource management, however their work is not formatted properly for me to be able to do so. In addition, there are rows of info that are not relevant to my team. I could make a report to pull the data I need, but I cannot create a project for Resource…
-
I need to calculate % Complete
Hi, I am trying to calculate % complete with an IF formula because if it is marked complete I want it to say 100% and the current formula is tell me it is 3,098% complete because start and end date are in the past. Old formula: =(TODAY() - [Start Date]@row) / ([End Date]@row - [Start Date]@row) What I am trying to write…
-
task cut
Hi everyone, I'm trying RM and I have this situation: Task1 has been programmed for User. While executing task 1, an urgent task (2) has been assigned to User. So, User needs to stop Task 1 and suspend it for a period. Must give priority to urgent task (2) How can I handle this in RM? Is it possible to cut the activity? It…
-
How do I find the ID of a Custom Field?
I am setting up a Bridge integration to pull a utilisation report from RM. The report i'm building needs to among others include filter on a custom field. In the configuration panel it tells me I need to add the ID of the custom field. Running the workflow with all the rest of the filters works as expected, so the issue is…
-
Ability to use "&" in "My Smartsheet Contacts"
We currently can't use an ampersand "&" as the contact name in "My Smartsheet Contacts". At my company, we typically use ampersands to identify groups in distribution email lists. Some examples are Marketing and Trading or Transmission and Distribution. which are shortened to M&T or T&D. My current workaround is to use a…
-
Use Javascript in Bridge to efficiently import data from an API
Hi all - I'm excited to share a custom Javascript solution with my fellow Bridge users. I am not a Jscript coder - all credit for this goes to the awesome @Nathan Lloyd at Smartsheet - Large Enterprise Technical Sales Engineer, who gave me the basis for this script at ENGAGE 2022. Thank you Nathan! In this thread I'll…
-
Sync Client between Smartsheet Project Sheet and Resource Management
Hello, Currently we are using Smartsheet and its integration with Resource Management. Projects are created in Smartsheet with a defined template and then they're imported on Resource Management. When the project is created in the first system, a lot of information are entered there, such as the Client. It would be very…
-
Resource Management and Contact List
I have a project tracking sheet where the "Assigned To" field is a contact list. For the first row of the sheet, the Assigned To cell is calculated based on a Summary Sheet value (=[IT Contact]#). All the task level Assigned To values are then selected from the contact list from-down. This works fine until I turn on…
-
API to set a contacts sheet column to a placeholder
Current, when using the smartsheet API, you can only set a sheet contact column to an email address. However, if the sheet is attached to a resource manager project, it needs to also allow setting to a RM placeholder.
-
SUMIF(S), AND, IF, Checkbox formula functions
Hi brainstrust, I am trying to build a resource conflict formula(s) that deliver the end results of: If a project row has overlapping dates AND has the same resource type(s) selected (different columns with check boxes) as the date-conflict project rows, return a "conflict" result. AND If a project has a resource type(s)…
