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Reservations/Scheduling & WAITLISTING
First time posting, and I'm not sure if I'm doing this correctly, or if this is the right place, please have patience. I have a workspace, with a form, and a sheet (although it's definitely not NEAR as optimal or helpful as it should be), along with a few other sheets/resources (past appointments, contact lists, specific…
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Using the same field across different forms in one sheet
Hi there, I'm working to build a request management system using forms where requestors will simply see a dashboard with icons/text and can select the type of request they need to submit. Since each request is quite different and I want to track the different types of requests, I'd like to list "Request Type" in each of…
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Resource Management Report permissions
We are using Resource Management to track project hours. We would like Project Managers to be able to run reports to show the hours reported by individual team members on the project but not be able to view financial data. Currently there is no permission or combination of permissions that allow running reports to view…
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Update assignments in template based on sheet
How can I assign ownership to tasks based on contacts in a sheet? For example - I have a list of contacts that define the owner of each area for every project. As I am creating a new project from a template, I would like to lookup the owners for the tasks based on the information in the sheet. Example - project below would…
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Resource Management allocation rounded
Hi, i've a smartsheet project where i assigned myself on 1,5day (i.e. 12h for the business days from 15 december to 18 december, with 100% effort) i linked the project to Res. Management, but when i see my allocation on SCHEDULE page, it results that i'm busy for 2 business days There seems to be no match beetween days…
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Error message: Something went wrong with Resource Management...
Hi, While updating one of our sheets, my supervisor and I continue to receive this error message: "Something went wrong with Resource Management. Please make an update to your sheet and save the changes to try syncing again." Connecting Resource Management to a new sheet has no issues. I am online with a good connection,…
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How to set up a Card View of tasks for one team member at the portfolio level
I'm trying to set up a kanban board for my team members so they know what work they have across multiple projects. How do I do that?
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Resource Management Views Linkable
I'd love the view I created in the schedule to be able to share by link. So if I have it filtered down to a specific team that team can open the link from smartsheet and automatically filter down to their team in the schedule view.
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Time & Fee Categories for Managed Resources
Apparently, you cannot apply a category to a task on a Managed Resource. This is because you cannot change their time sheet for them. This is lame because you can actually set their allocation in Smartsheet or RM Schedule to get them an automated time sheet for a project, but you cannot apply a category, even if you have…
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Bundled Time & Fee Categories in Resource Management
In Resource Management, we would like to have bundled Time & Fee Categories so that when you create a project and want to add existing categories for the fees, they are bundled for ease. That way if you have a project that has 6 fixed or pre-determined fee categories, you select that "bundle" and it pre-populates it. This…
