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Mandatory Field and show hide logic to Project Record in Resource Management.
Can we have the ability to create mandatory fields on custom fields in the RM project record. As well as show / hide logic. i.e. If a certain field is populate with "x" value it will determine weather another field is displayed. Essentially it should be designed in a similar way to the Smartsheets form builder.
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Resource Management: Add rich text functionality to the notes area on timesheets
This simple single line text box for notes against timesheet prohibits this function from being used for a lot of teams. Is there a way to turn this into a rich text editor so that we can add line breaks, formatting and an increased Character limit?
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Leave entered directly in timesheet appears in Schedule View
In Resource Management If leave is entered for a consultant in the schedule view it will appear in their timesheet. However if leave is entered in a consultants timesheet it doesn't appear in the schedule view. It would be good to allow both options so that its not the project owner / delivery manager to enter sick /…
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Resource Management Archiving and assignments
Hi everyone, What is the expected behaviour of users' assignments when a project is archived in RM ? I assumed assignments (especially current and future) would be removed or stopped counting towards the users allocation heatmap. Seems like this does not happen.
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Data Validation Dropdown Lists - Simple Feature
I would like to make a list of all my organizations open projects on one sheet, then use that list for a "Dropdown List - column" on multiple other sheets so that the user can select the correct project from this list rather than enter it in free-hand (without reference). The "dropdown list" must be updated automatically…
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Resource Management API - Nag email
One huge feature that's missing from Resource Management is a simple email notification that you have unconfirmed time. I'd like to automate this since it's not included. But a couple things that are confusing: The APIs for Resource Management are posted, but can you access these APIs from the Smartsheets Python SDK? I…
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Autofilling phases into new projects
Is there a way to have certain default phases show up in every new project in resource management? For example we have a Phase 0 and an Idea Workshop phase each with $0 bill rates associated with them that are apart of every new project we create in RM. Is there a way to automatically have those show up in each new project…
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Introduction
Hi All! My name is Amanda and I work at an organization that operates convenience stores & gas stations. I work in the Brand Imaging/Marketing group and am looking to better my skills on Smartsheet as it relates to tracking and managing projects! I would love to connect with others!
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How to backup Smartsheet resource management?
How do I back up Smartsheet resource management? Can a backup copy be imported to restore the resource management account's settings and data?
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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…
