-
Add or Sync Billing Schedules into SmartSheets Resource Management
Currently there isn't a way to add or sync billing schedules into SmartSheets for revenue projections. The revenue is only projected by the system using hours and bill rates. For projects that are not time & materials, this is not useful.
-
More RM functionality should be available for synced parent-row tasks in Smartsheet
For example, the allocation %. We know that dates cannot be changed for obvious reasons, but there is no reason we can't modify allocation % since it is not bound by any other data in the project plan. Another would be Status, should that ever become a synced field between RM and Smartsheet.
-
Resource Management: Reportable Client and Project Code data points
Would like to see Client and Project Code as reportable fields.
-
Resource Management: Delegate Approval Permission (Time Sheets)
The ability to nominate someone to be the delegated approver for a team leaders team members should be made available on the occasion they are unavailable for a period of time (PTO or otherwise) Example: Team Leader goes on holidays for 2 weeks, delegates one of their team members to approve time sheets for the team while…
-
In Resource Manager, how can I add time for contractors that I rarely use?
We have Contractors that we need to enter time on projects. Some of these contractors are used maybe 4 or 5 times a year. I haven't found a way to add time for non-licensed users. But I don't want to burn a license just for 4 or 5 time entries in a year. Anyone found a good way to do this without having a bunch of unused…
-
Creating an "On-Hold" status for projects in Resource Management?
Hi all, I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined. It would be great to use a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline,…
-
Getting list of archived projects from Resource Management
Here is how you can currently get a list of archived projects from Resource Management. This solution does not explore Bridge or integrations using API. Resource Management does not allow you to export the archive status or archive date of a project This should be fixed. This could be possible this is possible through…
-
More detailed reports in Resource Management on resource assignments
I would like to be able to create a report in RM where it will include each resource name listed out, what projects they are on, what their time on that project is, and how long they are working on that project. I would also like an option to choose a time period (for example, the week of May 15) and see each resource,…
-
Merged: Bulk Update Public Holidays to Resource Management
This discussion has been merged.
-
"Other Sheets" in Resource View
Hello- My username is identified as a resource on "Other Sheets" in the Resource View - which I can't identify. Is there a way to see what those unlinked sheets are? I suspect it might be from a client's Smartsheet - is there a way to filter resource views by sheets within my own organization? Thanks! Amanda
