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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Bring back date picker in schedule view Resource Management
The date picker to the right of the date slider to zoom in and out has disappeared recently. This makes it very difficult to move forward in the schedule view if you need to navigate to a date in the far future. When the feature was still there you could simply click on the future date, now you have to long click and drag…
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Direct syncing of RM phase-level time bookings to Smartsheet
With the implementation of phase integration between Smartsheet and RM, it would be helpful to be able to directly sync the number of hours booked in RM against a phase directly back to the associated Smartsheet row. I appreciate that it is possible to achieve this using Advanced Reports and lookups, but client feedback…
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Adding or changing phases in Smartsheets that live in Resource Management
Can I build, add, edit phases in Resource Management by way of a Smartsheet sheet? I know I can add phases in Resource Management, but I am trying to manage my projects only in Smartsheet.
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Multi- Row Solution
I am trying to create a workflow for an expense report that allows me to turn it into a PDF. Is there a way to utilize the generation of multi-row so I do not have to create columns for each individual expense?
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Block time tracking under "Report time for Something Else"
I would like to see a way to block resources from tracking time to projects where they have not been assigned any tasks on the Project Plan in Smartsheet. This is causing huge deviation in our actual hours and costs vs planned hours and costs. For example, a project phase is planned to only be worked by three resources at…
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How to track time off in Resource Management
I am trying to add our time off sheet to resource management. I went ahead and told resource management to add it as a project and changed the assigned resource column to employee email in the settings. However, I don't understand how to get to allocation to work with this? Once I set it up with RM, the allocation column…
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Merged: Syncronization of status-field between smartsheet and resource management
This discussion has been merged.
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Filter Resource Management Timecard
Our team enters time in Resource Management to many projects. Sometimes 1 person has 10s of projects they are assigned so it makes the weekly timecard rather long and hard to update. The idea is for there to be a filter in the side panel where the user can filter on Projects or Grouips of Projects by client so they can…
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Resource Management analytics report to show phase dates
We'd like to run a Resource Management analytics report to show phase dates. Currently, it only seems to show the total project dates, but the data is there in the project.
