I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
Currently, any Utilization reports generated from Resource Management are only able to export high level data, and not any of the underlying data. The underlying data (such as utilization on a daily basis) is needed sometimes. Smartsheet support confirmed that the current Utilization report does not have an option to…
The Projects I run tend to have phase budgets that are beneficial to be tracked for Post Implementation Review. My Team Members are able to record time on the top level of the Project - this is not helpful for reviewing the specific components. I would want to restrict the ability to record time on non-phase…
Is there a way to get the project dates in resource management to update with the sheet in Smartsheet? We have our project plan sheet in Smartsheet connected to resource management and it would be nice if the roll up of the tasks would update the project dates in resource management. Currently we update the tasks start and…
As it is now, only very few data fields can be synchronised between a project in Resource Management (RM) and SmartSheet (SS). There is currently no way to automatically synchronise any overall project information (budget, incurred, prognosis, total budget, expenses) from RM to SS. Our team uses RM for all our specific…
When there is more than 1 resource assigned to a task (Ex: 2 people) and change in RM the percentage of allocation of Resource number 1 , it automatically set the same percentage of allocation to the second ressource. How can we differenciate the specific allocation distinctively other than having to create a second liner…
If I modifty the Percentage of completion to 100% in Smartsheet after the first week of a task that was originally planned for 2 weeks. will it increase the availability of the resources for the second week ? Is there a link between the completion percentage and the Resources availability. Can this be managed ?
Is there a way to create a master agile resource tracker and link it to every other project without having resource management?
Could you develop a fix that makes sheets automatically disconnect from Resource Management when they’re deleted—either initially or when they are permanently deleted after 30-days. It’s quite annoying to hunt down a deleted sheet—because you have to know the owner—and when it’s permanently deleted, you see that there’s no…