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Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
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Resource Management: Clear Suggestions - Ability to turn this feature off.
In resource management, It would be great to have the ability to turn the suggested hrs off. Ideally at a project level. For some teams it may be useful, however for others its a burden as the allocations are mostly incorrect. If someone is across more than one project, e.g. working on "client A" Mon + Tue (40%) and…
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Improve Accessible Navigation in Resource Management
In the last week or so I discovered a bug in the Project Description text box that only allows the user to move the text cursor with the left and right arrow keys on the keyboard. Smartsheet support have informed me this is by design (I am quite surprised to hear this), as I understand most text boxes on websites allow for…
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Start/stop buttons for timekeeping?
Hello! I am curious to know if anyone has a solution for stop/start buttons to record team members' time toward projects in Smartsheet outside of Resource Management. This is for a small team without access to any premium apps. When a new project is set up, it is added to a master Project List sheet, and manually added to…
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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Resource Management: Email Saved Analytics Report on a specified schedule
The reports should be able to be emailed to recipients on a specified frequency. This could be helpful for updating project stakeholders on time recorded in the last reporting period (i.e. weekly)
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Status field in RM should be synced to Smartsheet and vice-versa
Some conventions and mapping should be put in place to make it possible for those who want this functionality.
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Resource Management - Folder Structure For Analytics Reports
It would be AWESOME if we had the ability to create folders for reports on the Analytics tab in Resource Management. It would help keep that page organized v having to scroll for the reports you need.
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Resource Management: Handling of Milestones
I usually assign a resource to a Milestone (task with 0 duration), but now in RM for Smartsheet, if I do so, the resource is considered as 100% booked. Form my point of view, if I do that, that should not be the case as the duration is 0. Or am I wrong?
