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Track milestones in projects by Completion date(due date) and labor allocation estimated
We have many concurrent flowing projects with the completion date being the only important date for each. Under each project, 5-6 major areas with 50-100 sub-tasks(concurrent mostly). Having to enter dates for each is not useful. Because moving one project, affects every other project worksheet dates. So that could entail…
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Resource Management - Capacity View: Comparison of different project types
I am working with Resource Management and we are using it to check our current and future capacity. We include confirmed, internal and tentative projects in the system. In the Capacity View, instead of selecting the projects belong to each category under Project, it would be very helpful if we can also select the Project…
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Toggle Projects In Resource Management
In the resource management tool, allow the functionality to toggle on and off different projects. At the moment when a project is archived the people view still shows allocation percentage for the project. The only solution is to delete the project or critical project information. Our team would like the ability to plan…
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Resource Management - Mobile Site - Ability to submit timesheets
It would be great to be able to submit timesheets from the Resource Management Mobile Site. The app becomes relatively redundant if users still have to use the desktop app for the main purpose they use the application.
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Custom Views Within Capacity View (Resource Management)
Similar to the people and the projects options on the Schedules tab, it would be nice to be able to create custom views for yourself and to share with any other user under your instance. Each option seems to have different filtering options available, and it would be much appreciated if every filtering parameter was…
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Driving Duration as a formula from NRE hours and % allocation while keeping dependencies?
Hello, I am working on a way for my company to view resource allocation and availability based on planned projects that are managed in Smartsheets. Currently, the company uses a basic template for our projects doe duration, predecessor, and enables the default Smartsheet dependencies. To work around the experienced true…
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Create an unlicensed admin account for IT administration
We use an outside managed service provider (MSP) to support the IT needs of our business. It would be great to have an unlicensed (i.e., free) account that they could use to manage our Resource Management by Smartsheet system -- they would not represent a resource which has to use the system for resource mgt purposes. This…
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calculate maximum date
Hi everyone, I need your help to calculate the maximun data for each resource, starting from a sheet where the activities are recorded. I have a sheet where I write all tasks for each resource: I need to have the maximum date present in the "task" sheet for each resource present in the "resources" sheet Can you please help…
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Resource Management - Allocation Heatmap showing Non-Billable "Purple"
I'm trying to display an allocation heatmap for billable items only. In the filter on the left I've selected "Billable" but this internal project still shows as "purple". If I go into projects and unselect the non-billable project, then it turns to Grey but still shows on the heatmap. Because we have a lot of items for…
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How to link a Workload Planning View to a Rollup/Dashboard
Hi , how do I link this info (tab on the RHS of an Intake sheet) to a dashboard in a workspace? IE I want the Gant view of the Workload planning in my Dashboard.