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Task hours spread over a week
We work in a digital marketing agency; with individuals working on multiple tasks across multiple days. How can we spread an 8 hour task over a 5 day week without restricting the task to one day and without creating 5 smaller tasks for each day (as priorities may need to change due to emergency escalations) For example:…
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Resource Management Timesheet templates
Hi, we could do with Timesheet templates that allow for high-level time recording categories to be displayed by default each week.
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Resource Management Project templates
Hi, we could do with templates for resource management projects so that new projects can be provisioned with default phases, tasks etc. This is for use when RM is being used in standalone mode and not using a linked Smartsheet project plan.
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What would the reason a coworker sees different resources after clicking the resource view icon?
The issue I am having right now is that for a project schedule for which I have activated resource management tracking, the resource view I see and the view a colleague of mine sees shows different resources. He is a license user and is an administrator in the workspace where the shared schedule is, Why is he seeing…
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Additional Filters in RM Capacity Window
Hi, Any idea if more filters are coming to the "Capacity" window in the Resource Management module? It would be great if we can have the "People Filters" replicated there. At least the ability to see a specific discipline or role. Currently, it's extremely cumbersome when grouping by role, to keep scrolling to the relevant…
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How to create a task that starts when the project starts and ends when the project ends?
I have three oversight tasks for PM, Executive Sponsor, and Technical Director. I want them to start when the project starts, and end when the project ends. In MS project this was done by "anchoring," where I would copy and past the start date in the column, and then if the start date that was originally copied was…
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Can the outline / rolled up task automatically follow sub-task dates
In Smartsheet, if I have an activity with subtasks, the parent duration will automatically expand / contract to fit the subtasks. In RM, it seems that I have to set the phase date ranges - and also the sub-task (work item) dates? E..g., let's say I have a Phase that I set as Start 1st Feb and End 1st March. If I then…
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Allocating resources working on some sheets and not others
My Proj Management team has told me that they think there is some sort of "glitch" or maybe a setting is not right on our end. They are assigning resources to some sheets with no problem and yet can't assign to other sheets. Has anyone run into this and what was the solution?
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Can we pull the capacity % information from RM to Smartsheet?
Hi, I am wondering if there is a way to pull the capacity % for the disciplines and roles that's already provided in the Capacity window (under the schedule tab in RM - snippet below) back to Smartsheet? The reason is that we are in the process of having 3 different RM workspaces for 3 different entities, however, the top…
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Resource Management: Include "Project Code" on Project Summary Page and make a searchable item
Make the project code visible on the Project Summary Brief Page where the Client, Project Name, and schedule are displayed. Furthermore, make the "Project Code" a searchable item from the search bar similar to the "Client" and "Project Name"
