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Resource Management - "Phase Names" account setting not working
In Resource Management's account settings, it looks like I can setup "default phases to make it easier for team members to setup projects" (screenshot 1). The issue is, I've setup the default phase names and they don't appear in my project settings. Instead, I have to manually type the phase name in the project settings…
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Template for resource allocation
Hi, I'm trying to create something that will show how many projects are currently in process for an employee and, when her next availability will be to start a new project. She can only have 3 projects going on at a time and each project takes approximately 1 month. Thank you!
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Resource Management Integration with Smartsheet Schedules
Hi, I have a lot of experience using Smartsheet to manage project schedules, and have separately used Resource Management by Smartsheet to manage resource loading/allocations in previous roles. However, I have only ever used the packages separately, never together. My current workplace is considering upgrading to Resource…
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Annual Leave should not count towards available hours
On Resource Management, annual leave hours should not be counted as available hours otherwise it provides a faulty percentage or utilisation purposes. If someone is on leave that person is obviously unavailable. This directly impacts on the utilisation percent and in order to make it more reasonable, I'm having to log the…
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Resource Management | Confirmed vs Unconfirmed Hours
Hello, Community! In RM, I've noticed that incurred hours includes confirmed and unconfirmed hours in RM. This is where I've directed PMs to obtain the actuals and total number of hours for the project. There is an 'Account Setting' that has 'Incurred Hours and Amounts'. It is currently set at 'Confirmed hours and…
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Integrate Smartsheet Baseline with Resource Management Time Budget
We are utilizing Smartsheet for Project Management. We use a Project Plan sheet to set the schedule (start and end dates) and then set the baseline for the project. We're utilizing control center to create each of our projects in Resource Management as well, linked through the Project Plan. It would be helpful if the…
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Resource Management - Save Report options
In Resource Management / Analytics. When saving a report, it would be helpful to have the option to Save the Report to both the personal page and analytics page.
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is it correct passing time frame as an object to resource management reports API?
Hello, When connecting to the report rows endpoint, I am receiving an error when using the timeframe as shown in the API documentation. "time_frame":{ "from": "2022-01-01", "to":"2022-12-31"} Error message received: {'message': 'to is not a valid time_frame'} I also tried to pass the 'from' and 'to' as a separate parameter…
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Find Unassigned Team with JOIN(COLLECT(
[Allocated Team] is the team that the project has said they need and at what allocations they need them, JOIN(COLLECTed from the children of this parent row =JOIN(COLLECT(DESCENDANTS([Employee Name]@row), DESCENDANTS([Start Date]@row), @cell < TODAY(), DESCENDANTS([End Date]@row), @cell > TODAY()), CHAR(10)). [Assigned…
