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Track time in Resource Management by task, not by project overall
Is this possible? Am I missing something obvious? It seems in Resource Management we can only track time to the project and not to individual tasks within the project. I'm trying to solve an issue for a team within our org and they actually came to us after finding a preview of the Time & Expenses feature in RM, which…
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Simple Scheduler
Im looking for some resource scheduling, and am having the hardest time trying to figure something on the simpler side. No one needs to book it except my team, so booking/hotel software is overbloated for my needs. I have 12 rooms in 1 location, that can be used in 3 different times per day. 7 rooms in another location,…
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Resource Management Filter box horizontal scroll bar
A horizontal scroll bar would provide users with a way to see the entire filter option instead of ellipses. .
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Removing overlapping assignments in RM should have cleaner implications in Smartsheet
Currently, if you go to Schedule view and add a task for a resource over existing tasks, select the Allocation in the hover menu for the new task and select 'Remove Overlapping Assignments', it will create a schedule block for that one task where no other tasks happen concurrently. Problem is, for each of those other…
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Accounting for resources different countries and regions in Resource Manager
This is in regard to holidays and currencies mainly. For example, the only holiday US and Australia share in common are Christmas Day. For the rest, you would have to create leave types and cannot pre-fill them as blocked days for resources. As for currencies, really no visual or reporting difference between US, AU, NZ,…
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Changing allocation % in RM doesn't change it in Smartsheet, although resource assignee changes
If % allocation change in RM does not sync back to Smartsheet because it is a parent or ancestor task, why is it that changing the resource will sync back, no problem? I argue there is nothing limiting the allocation% change in RM from sycning back to smartsheet in this context since there is no underlying correlation to…
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Granular time sheeting in RM should line up with child rows
In RM you could require category when entering time. However, these are created in RM and have nothing to do with rows in Smartsheet. This should be synced to Smartsheet by virtue of some additional field sync or tagging mechanism so that granular data can be pre-mapped from Smartsheet, in the vein of…
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A single user profile setup across all Smartsheet products
We should be able to have a single point to enter and maintain user data across all Smartsheet products. Right now you have two areas to set up and maintain user information if you use the RM tool along with the Smartsheet Core product. This user information should ideally live in just 1 place and Smartsheet should be able…
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Bridge & Resource Management Integration - Per User Per Project Utilization
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
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Support and Sync allocation in hours from Resource Management to Smartsheet
We submit time projections by hour instead of by %ages. I am aware that RM sheet daily hours are converted to %ages to sync between RM and SS. However, hours are needed for calculations and dashboards at this time. We would like to see raw daily hours reflected in RM available for reporting in SS. Would it be a huge lift…