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Stop people from tracking to a project when an hours/fee budget is exhausted in Resource Management
It would be very helpful if there was a setting in Resource Management that allowed us to stop people from tracking to a project once an assigned hours or fee budget is exhausted. Right now, there is only the option to lock entries once they have been input, or after a certain amount of time. It would be great to stop…
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Enhanced Stacked Graphs or Heat Maps in Dashboard
Reports with multiple source data such as Project Manager, Size of Project, and # of Projects per PM- Should be able to translate nicely into a stacked graph. Have yet to find a way to do this without being suggested that we need to create a metrics sheet for each project to then roll into a portfolio metrics sheet. If the…
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Resource Management
I know that the resource management feature only works with one 'contact list' however I have a customer that, on their project plan, is looking to have 4 contact list columns for different types of groups and for us to be able to report on their for 30, 60, 90 days out. Is there an easy way for me to do this?
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How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
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Need Resource Deficiency Formula corrected
Hi there, Im wanting to track resource deficiency on my projects. I'm using Capacity planning templates for smartsheet and the deficiency formula is not giving me a correct formulation. Given that Total project Demand (HRS) = Sum of all hours per week from Level of Effort column Utilization Rate is Level of effort…
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Mandatory Field and show hide logic to Project Record in Resource Management.
Can we have the ability to create mandatory fields on custom fields in the RM project record. As well as show / hide logic. i.e. If a certain field is populate with "x" value it will determine weather another field is displayed. Essentially it should be designed in a similar way to the Smartsheets form builder.
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Resource Management: Add rich text functionality to the notes area on timesheets
This simple single line text box for notes against timesheet prohibits this function from being used for a lot of teams. Is there a way to turn this into a rich text editor so that we can add line breaks, formatting and an increased Character limit?
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Leave entered directly in timesheet appears in Schedule View
In Resource Management If leave is entered for a consultant in the schedule view it will appear in their timesheet. However if leave is entered in a consultants timesheet it doesn't appear in the schedule view. It would be good to allow both options so that its not the project owner / delivery manager to enter sick /…
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Resource Management Archiving and assignments
Hi everyone, What is the expected behaviour of users' assignments when a project is archived in RM ? I assumed assignments (especially current and future) would be removed or stopped counting towards the users allocation heatmap. Seems like this does not happen.
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Data Validation Dropdown Lists - Simple Feature
I would like to make a list of all my organizations open projects on one sheet, then use that list for a "Dropdown List - column" on multiple other sheets so that the user can select the correct project from this list rather than enter it in free-hand (without reference). The "dropdown list" must be updated automatically…