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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…
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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…
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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?
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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…
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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.
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Best template sets for use with Resource Management?
I will be getting access to Resource Management soon, but I need to begin the process of moving all of my company's project plans into Smartsheet before I will have access. Are there certain template sets that are designed to work with Resource Management? I would hate to get all of the projects moved and then find out…
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Power BI integration for resource manager
Connection to Power BI for Resource Manager to allow custom reporting and combined reporting from other systems (eg. billing, timesheets etc...)
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Add RM Project Custom Field Values to Timesheet Display
User Story: As a project team member, I want to be able to quickly identify and select the correct RM project name displayed on the timesheet, so that hours entered will be accurate. Problem Trying to Solve: Project team members cannot differentiate projects with identical names to select for time entry. The link to the…
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Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
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Using API to "connect Project" syncing a sheet with a Resource Management project
Manually, I can open up a Smartsheet and on the far right find the Resource Management icon and then sync the sheet with the Resource Management platform. See picture below: I am trying to understand if I can use the api to do this (syncing the sheet with a new project). I know I can use the API to create a new project in…