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Accounting for resources different countries and regions in Resource Manager
This is in regard to holidays and currencies mainly. For example, the only holiday US and Australia share in common are Christmas Day. For the rest, you would have to create leave types and cannot pre-fill them as blocked days for resources. As for currencies, really no visual or reporting difference between US, AU, NZ,…
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Changing allocation % in RM doesn't change it in Smartsheet, although resource assignee changes
If % allocation change in RM does not sync back to Smartsheet because it is a parent or ancestor task, why is it that changing the resource will sync back, no problem? I argue there is nothing limiting the allocation% change in RM from sycning back to smartsheet in this context since there is no underlying correlation to…
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Granular time sheeting in RM should line up with child rows
In RM you could require category when entering time. However, these are created in RM and have nothing to do with rows in Smartsheet. This should be synced to Smartsheet by virtue of some additional field sync or tagging mechanism so that granular data can be pre-mapped from Smartsheet, in the vein of…
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A single user profile setup across all Smartsheet products
We should be able to have a single point to enter and maintain user data across all Smartsheet products. Right now you have two areas to set up and maintain user information if you use the RM tool along with the Smartsheet Core product. This user information should ideally live in just 1 place and Smartsheet should be able…
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Bridge & Resource Management Integration - Per User Per Project Utilization
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
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Support and Sync allocation in hours from Resource Management to Smartsheet
We submit time projections by hour instead of by %ages. I am aware that RM sheet daily hours are converted to %ages to sync between RM and SS. However, hours are needed for calculations and dashboards at this time. We would like to see raw daily hours reflected in RM available for reporting in SS. Would it be a huge lift…
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How can i view the Utilization report in terms of Actual and Available days instead of hours?
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Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
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Ability to export Utilization underlying data
Currently, any Utilization reports generated from Resource Management are only able to export high level data, and not any of the underlying data. The underlying data (such as utilization on a daily basis) is needed sometimes. Smartsheet support confirmed that the current Utilization report does not have an option to…
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Resource Management: Restrict Use of "Non-Phase Specific" Phase
The Projects I run tend to have phase budgets that are beneficial to be tracked for Post Implementation Review. My Team Members are able to record time on the top level of the Project - this is not helpful for reviewing the specific components. I would want to restrict the ability to record time on non-phase…
