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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.
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Resource Management Panel Displaying Invalid Schedule: Need Help with Workload Tracking Issue
Hello, I recently deleted a sheet that contained some scheduled assignments and resource allocations. Although the sheet is no longer valid or relevant, the schedule still appears in the resource management panel, and the system is not refreshing and updating it. I have tried resetting the system by turning off workload…
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Add multiple Bill Rate lines
By adding more than 1 bill rate line, Project Managers can compare billed rate versus cost rate for financial projections.
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More options for Time entry locking in Resource Management
Currently there 3 Time Entry locking possibilities in Resource Management to choose from: 1. Do not lock time for a project 2. Lock all time entries for a project 3. Lock time entries for this project that are older than xx number of calendar days. Idea: enhance the Time Entry locking states by introducing additional…
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Importing ms project file on a weekly basis into Smartsheet; impact on RM?
Client requests project plan in mpp format. Company needs to use RM module to track timesheets, resource allocation, forward looking availability based on sales pipeline. Heard uncomforting stories about importing mpp into Smartsheet. I doubt the below will work; would appreciate support from the community: Based on mpp…
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Feedbacks, updates and revision history for "Resource Management by Smartsheet"
Hi! What happens to feedbacks and feature request, submitted by the designated "Send feedback" action? Is there any information on what changed in the application or what is planned for the application? We use the app extensively in our company and therefore we would like to have information on new feature, bug fixes e.g.…
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In 10,000ft/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)
Is there a way to get a full report in an automated fashion? By full report, I mean when you go to rm.smartsheet.com/report, and click "Run Report" or "Request Underlying Data" and you get back a full csv. (format doesn't matter, csv or json formats are both fine). I would like to download the report automatically on a…
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Resource Management - ability to choose which columns of export
In resource Management the analytics feature is great but the out/extraction of that information is not. As of now you get 2 choices - Export this report - limited data Export Underlying Data - gives me everything It would be great to have way to choose which columns of data I want to export.