-
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?
-
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…
-
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.…
-
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?
-
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…
-
Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
-
Create a "This & Next Week Projects Report" in Smartsheet using RM advanced reporting
Hello, For a while now my teams have been missing a way to see their workload in the coming weeks. Taking screenshots of rm.smartsheet.com or giving them a licence to it are options, but it is either too manual or too costly for my taste. A more realistic alternative was to export reports from RM, reimport the files in…
-
Does resource management round up to the nearest day?
If a task's duration is set as 1 hour, for example, but it is given an allocation %, does Resource Management treat that as allocation for a full day?
-
Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
-
Resource Management - Project start and end dates - option to update in line with effort forecast
Can we have an option so the project start and end dates in Resource Manager automatically change to reflect the effort plan in Smartsheet? In early planning the dates can change in the plan in Smartsheet, I then have to manually change these in Resource Management as they are not automatically changed.