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Does smartsheet have the ability to track a resource's time at a milestone level?
I am trying to see if this functionality exists or if this is an enhancement that can be created? This would allow the ability to report on specific activities instead of at a project level.
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Filtering Resource Manager to exclude 0 incurred hours
We only want to view RM hour records with incurred hours >0, however, are unable to filter 0 hours out. This causes confusion in exception reports that show records with 0 hours that might meet all other criteria but are irrelevant as there aren't hours tied to it. It also increases the Advanced Report sizes when getting…
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Workload Tracking
I am trying to find out if Workload Tracking can be used without having Resource Management. I currently have a trial version of RM, and I am trying to determine which would be most helpful (if they can be used independently). The instructions I have found on the site state that you will open your sheet, select the RM…
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Formula Issue
I want to get a dollar amount based on if a checkbox is selected. I am running a program where participants can get gift cards as incentives. I am using a separate sheet for the amount for each incentive. The other sheet columns are named the same as the incentive. Each column is a checkbox. To explain what I want, let me…
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Resource Management to assess Duration from linked Smartsheet sheet
Hello, Are there any plans to incorporate the Duration information into the dataflow between Smartsheet and Resource Management (RM)? Currently 5 columns are synched between the two platform: Task name, Assigned to, Start Date, End Date, Allocation% Now as you see, Duration info is not at all accounted for when RM…
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Is there a way to show those who will be out on PTO and what deliverables overlap with those dates?
My vision is to show calendar/widget of individuals that are out of the office/pto and which deliverables overlay with that time off.
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Desktop/Mobile App - Tracking Time in Resource Management
Hello, I am writing to submit a feature request to the product team concerning Resource Management. We propose the addition of a Desktop or Mobile Time Tracker, enabling our teams to log their time directly for various projects within the desktop or mobile application. Currently, the process of opening a web page, logging…
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Help Article updates - July 2024
Hello Community, We’ve created new content to highlight specific capabilities: DataMesh Learning Track We’ve also created or updated articles in the following areas. Get help AI tool: Find relevant answers with the get help AI tool Time-based one-time passcode (TOTP): Email-based TOTP overview (for System Admins)…
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How can I visualise resources capacity in Resource Management from only one Sheet?
I enabled Resource Management in Smartsheet and I wanted to test the functionality with a Copy of my initial plan. Once I validated that the tool was working I deleted the "Copy of VayScale" sheet and enabled Resource management in the original Sheet. Unfortunately when I checked the "Copy of VayScale" is still taken into…
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How can tasks added in Resource Management be coupled to tasks in smartsheet
In RM one can add tasks to an allocation. Is there a way that these tasks can be made visible on the relevant entry in Smartsheet? And is there a way yo control which smartsheet columns are vsible and available to edit in RM?