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Resource Management Panel "New" View
I know Smartsheet recently made an update to the RM Panel in that when you sheet is Connected it now renders a view like at the screenshot below. Is there a better way to visually show your sheet is connected? If we close out of that Green message at top? Maybe say "Your sheet is connected" somewhere so that it "always"…
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Allow Smartsheet Admins to prevent Resource Management project creation
With the new Workload Tracking feature in Smartsheet, users without a Resource Management license do not get prompted to "Create a New Project" vs. "Connect to an existing project" from Smartsheet. Instead, it automatically creates a new project in Smartsheet everytime. Additionally, unlinking then re-enabling Workload…
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Contact Automation - Resource Manager
Hello Community- I am trying to automate contacts into tasks based upon role using a metadata column for a timing plan vs. having to fill out each contact across 50+ milestones.... The problem is we use Smartsheet resource manager and the contact column does not allow formulas to grab the contact from the metadata column…
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New "Workload Features" creating projects in Resource Management
I noticed today that I have a bunch of new random projects in Resource Management - whose owners are users who don't have RM access. My best guess is that the new "Workload Features" are creating projects in RM whenever a user clicks on it. Is that correct? Here's the issue.... I have enough trouble keeping RM clean and…
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Help Article updates
Hello Community, We’ve added a Video Tutorials page to help you dig deeper into some areas of Smartsheet. Read on to learn more about some of the content that is now available to you. Learning tracks recently launched or updated: Data Shuttle Learning Track Resource Management Learning Track To view the full catalog of…
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Follow people in Resource Management
Hi there, In Resource Management you can follow projects to enable notifications. It would be great as a manager of a team if I could follow people. This way I could get updates on any changes to resources in my team and manage accordingly. My team may work across multiple projects in a matrix organisation but I don't need…
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How do I share specific rows only?
I want the user to see rows that are assigned to them only.
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Task Dependencies in Resource Management by Smartsheet
In Resource Management, I have lots of staff on different projects. A member of staff can't start project # 2 until he / she has completed project #1. So, if I have to adjust the dates for project #1 then project #2 must also move back. (In Smartsheet this would be a FS dependency.) I know dependencies don't carry across…
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Turning on Resource Management triggered automation???
Help please! A teammate turned on Resource Management on a critical sheet for our day to day operations. This seems to have trigged automation that archived all rows. While I can see the rows that were archived, I am reluctant to move them back without knowing How to identify the automation that was triggered in the first…
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Merged: Import and create Phases from a SmartSheet project schedule
This discussion has been merged.
