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Link Resource Management "Phase" of a project to data in Smartsheet
It would be useful if a project's "phase" could come from a cell in Smartsheet so the phase of a project doesn't need to be updated in two different places. Example: A project moves from Planning to Execution. As a PMO Manager, I would like to be able to update that in the Smartsheet Portfolio Rollup Sheet for that…
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Smartsheet User Names - Resource Management - Temp Contractors
Hello - We have one constant email address that gets used by a few people for specific projects, so it's not always the same person. Contract employees - not permanent. I was told that my recurring error in Smartsheet not syncing to Resource Management is due to inconsistent naming within the sheet to RM. What's suggested…
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Delete Resource Management Bill Rate via API
Allow to delete Project and user specific bill rate via API. Resource Management API documentation currently shows a DELETE endpoint for project and user specific bill rates but it doesn't work. See the attached photo. API returns: HTTP/1.1 405 Method Not Allowed {"message":"cannot delete bill_rates"} Please fix this…
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Why can't I turn off pre-populated timecards?
This is an issue with our auditor that we are pre-populating timecards for resources. How can I turn off this functionality?
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How can I export Schedule view?
I am looking to create a custom dashboard that does not seem feasible with the current filtering options available in People or Project view under Schedule. Is there a way to export resource bookings in Schedule?
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Need Resource Deficiency Formula corrected
Hi there, Im wanting to track resource deficiency on my projects. I'm using Capacity planning templates for smartsheet and the deficiency formula is not giving me a correct formulation. Given that Total project Demand (HRS) = Sum of all hours per week from Level of Effort column Utilization Rate is Level of effort…
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Stop people from tracking to a project when an hours/fee budget is exhausted in Resource Management
It would be very helpful if there was a setting in Resource Management that allowed us to stop people from tracking to a project once an assigned hours or fee budget is exhausted. Right now, there is only the option to lock entries once they have been input, or after a certain amount of time. It would be great to stop…
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Enhanced Stacked Graphs or Heat Maps in Dashboard
Reports with multiple source data such as Project Manager, Size of Project, and # of Projects per PM- Should be able to translate nicely into a stacked graph. Have yet to find a way to do this without being suggested that we need to create a metrics sheet for each project to then roll into a portfolio metrics sheet. If the…
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Resource Management
I know that the resource management feature only works with one 'contact list' however I have a customer that, on their project plan, is looking to have 4 contact list columns for different types of groups and for us to be able to report on their for 30, 60, 90 days out. Is there an easy way for me to do this?
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How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
