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Budget and prognosis synchronisation between Resource Management and SmartSheet
As it is now, only very few data fields can be synchronised between a project in Resource Management (RM) and SmartSheet (SS). There is currently no way to automatically synchronise any overall project information (budget, incurred, prognosis, total budget, expenses) from RM to SS. Our team uses RM for all our specific…
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more than 1 resource assigned to a task
When there is more than 1 resource assigned to a task (Ex: 2 people) and change in RM the percentage of allocation of Resource number 1 , it automatically set the same percentage of allocation to the second ressource. How can we differenciate the specific allocation distinctively other than having to create a second liner…
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link between the completion percentage and the Resources availability
If I modifty the Percentage of completion to 100% in Smartsheet after the first week of a task that was originally planned for 2 weeks. will it increase the availability of the resources for the second week ? Is there a link between the completion percentage and the Resources availability. Can this be managed ?
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Resource Management
Is there a way to create a master agile resource tracker and link it to every other project without having resource management?
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Does anyone use resource management without control center?
We are on a time crunch and will not be able to set up a blueprint in the time allotted. Has anyone ever used RM to manage many projects in one sheet? Any tips would be VERY helpful!
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Create an unlicensed admin account for IT administration?
We use an outside managed service provider (MSP) to support the IT needs of our business. It would be great to have an unlicensed (i.e., free) account that they could use to manage our Resource Management by Smartsheet system -- they would not represent a resource which has to use the system for resource mgt purposes. This…
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Stop people from tracking to a project when an hours or fee budget is exhausted
Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project? The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just…
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pull data from Resource Management directly into the linked sheet/sheet summary
Would like a way to connect the project summary data in RM (project budget, incurred hours, future scheduled hours, project budget (fees), incurred (fees), future scheduled (fees) (see screenshot) into the linked smarthsheet/ smartsheet's sheet summary field.
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Resource Management: Improve View of Time & Fee Categories in Settings
In the settings, the Time & Fee Categories view chops off the end of Categories with longer names. There is so much space on the page, it does not make sense why the full name of the category would not be visible. Something like "Example Long Category Name" would be listed as "Example Long Ca..."
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Synchronise Team Member Availability between Resource Management and Smartsheet
I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.…
