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Help Article updates - October 2024
Hello Community, We’ve published the following new content: Collections in workspaces Learning Track Resource Management in Smartsheet To view the entire catalog of help articles, visit the Help and Learning Center. Were the articles helpful? Let us know by providing feedback at the end of each article.
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Option to choose how the work in task will be redistributed.
I was using Microsoft Project for many years and in this tool you could choose how to distribute work among resources. So if you had 8h task that was assigned to one resource if you added another resource the work could split to 2 x 4h or still 2 x 8h if the task could not last shorter. Would it be ever possible to have…
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Why does my date automation disable with work management connected to column?
I have a intake sheet. When a new row is added, automation records the date in a column. I want to use the project added column as a start date in the Resource Management but I get a error shortly after when connecting, saying automation is now disabled. Is there something I'm doing wrong or I can be doing differently?
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Resource Onsite/Offsite flags in RM project
An option, inside RM project, that we could use to create Onsite/Offsite flag? We would like to show this flag against the resource who is working on an assigned RM project. Also, resources could be working on multiple projects, at the same time, but will not have same flag settings on every project. Meaning, they could be…
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Resource Management - Enhance Sort by feature with more criteria
Enhance Sort by feature with more criteria than just: First name, Last name, Role, Display and Availability. Nice additions would be Location and custom criteria so you can cluster the results in your view while still being able to see all results.
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Resource Management and Project plan
I'm trying to wrap my ahead around using RM and how the project plan incorporates into it. Are there templates that work best with RM? I also wanted to know if the change mades in the schedule in RM will appear and reflect on the project plan automatically?
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Summary of Project and Phase Allocation % for each resource
I am trying to create a section at the top of the projects Gantt that shows the total allocation % for each resource in each project phase and in the project overall. I need this to not double count in resource manager, but just roll up each resource's allocation % from a Phase and the project in total. I've tried adding…
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Adding trackable resources without email confirmation?
Is there a way to add resources (that will be trackable in Resource Management) without needing a email confirmation? I have tried: 1. Adding a resource under user management (dummy email address) but this is in "pending" status awaiting email confirmation. This resource doesn't show up in the "assigned to" column.…
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How can I edit the name of a managed resource in Resource Management
When I go to "People", and try to edit one of the managed resources in Resource Management, the name is greyed out and says This person’s name, email, and profile picture are managed in Smartsheet. Learn more. When I change the name in the Smartsheet Contact List, it doesn't update in Resource Management. Why is this?
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How can I use allocation % properly to create accurate durations?
Hi there, My consulting company uses Smartsheet heavily and has been using Resource Management to track budgets, hours, fees, and time entries. Within that, I've encountered a challenge and I'm hoping that you all can help. Example: Work item in project Smartsheet takes 16 hours, but the duration of the work item is 21…