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Multiple assigned to with different workload
Hello, I want to assign different workloads to people who are members of projects, but I am unable to figure out how to do that. For example I would like to set up: Project A has 2 members: Member A with 5% capacity Member B with 15% capacity thanks in advance
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Logging and tracking cross-sheet functionalities
Hello! My organization uses cross-sheet functionalities (formulas, workflows and API) pretty intensively. So much that when we are working through ideas to embed new processes, it can be a bit cumbersome to understand what is already at play. Essentially, we do not have any type of log or systems map to reference where or…
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Resource Management - Project start and end dates - option to update in line with effort forecast
Can we have an option so the project start and end dates in Resource Manager automatically change to reflect the effort plan in Smartsheet? In early planning the dates can change in the plan in Smartsheet, I then have to manually change these in Resource Management as they are not automatically changed.
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Assign multiple placeholders or a combination of named people and placeholders to a row
For sheets connected to Resource Management I want to be able to assign a combination of named people and placeholders or multiple Placeholders per row. I am using Resource Management with Smartsheet to track people and equipment assigned to tasks. Both the people and equipment are 'managed resources' in Resource…
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Resource Manager Advanced Reporting Schedule
Would like the ability to edit the Advanced Reporting schedule in RM other than just from manual to automated. We need the ability to adjust the run schedule to different days and times and specify Time zone. The only current way to do that is to create an entirely new Advanced report at the exact time you want it to run…
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Best template sets for use with Resource Management?
I will be getting access to Resource Management soon, but I need to begin the process of moving all of my company's project plans into Smartsheet before I will have access. Are there certain template sets that are designed to work with Resource Management? I would hate to get all of the projects moved and then find out…
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Power BI integration for resource manager
Connection to Power BI for Resource Manager to allow custom reporting and combined reporting from other systems (eg. billing, timesheets etc...)
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Add RM Project Custom Field Values to Timesheet Display
User Story: As a project team member, I want to be able to quickly identify and select the correct RM project name displayed on the timesheet, so that hours entered will be accurate. Problem Trying to Solve: Project team members cannot differentiate projects with identical names to select for time entry. The link to the…
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Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
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Using API to "connect Project" syncing a sheet with a Resource Management project
Manually, I can open up a Smartsheet and on the far right find the Resource Management icon and then sync the sheet with the Resource Management platform. See picture below: I am trying to understand if I can use the api to do this (syncing the sheet with a new project). I know I can use the API to create a new project in…