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Bulk allocation change in one way in Resource Management
Hi Team, We have a large number of resources in multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this we can extend the resource allocation date in one way for all the resources in the single project it will help us minimize our effort for…
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Applying a formula when a filter is applied
Hi! I am building a team monthly capacity tracker. Right now, it's all in one sheet and I have filters set up based on the 'Owner' column, so each team member can view and update only their projects and activities. I have a formula summing up team capacity each month at the bottom of the sheet. Is there a way to carry over…
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Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
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Official Holidays in Resource Management
Hi, I'm working on including projects and resources from other countries in the resources management tool. Official holidays vary from one country to another so the holidays section is tricky to use to account for holidays. How would you navigate this challenge? how can I enter holidays for each country? thanks!
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Identify tentative assignments in export of underlying data for Resource Management
In Resource Management, there is the ability to indicate a Status on an Assignment. There are different Stages (Planned, In Progress, Done) and you can define specific Status within each Stage. But other than using this to visually see the status of an assignment, it doesn't appear to be used anywhere else - i.e. you can't…
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Uploading Attachments within RM Time & Expenses Tab
Customers would like to use RM for time and expense tracking. A lot of times, customers are required to submit invoices/receipts to support their expense submission requests. However, within RM their is no ability to do this. My idea is there should be a button within "Add Expenses" that allows for supporting document…
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Visualize Workloads Across Teams with the New Capacity View in Resource Management by Smartsheet
Hi Community, The new Capacity View experience lives on the Schedule in Resource Management by Smartsheet. It's one view for resource, project and portfolio managers to monitor capacity and bandwidth across all their teams so they can plan, manage and allocate resources more efficiently. You can access this new view by…
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Finding a Smartsheet Contractor
I'm looking for information on how to find Smartsheet contractors to set up a complex project with dashboards and reporting as well as train our team, document the process, etc. Is there an existing discussion on this topic? I'm looking for any available guidance that anyone may have to offer. Thanks!
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Resource Management by Smartsheet: Auto Sync on Sheet Save is now live!
Hi Community, Auto Sync on Sheet Save dramatically simplifies how customers use Resource Management and Smartsheet together! With this update, you no longer need to manually click the Add, Update or Update All buttons in the Resource Management panel when making resource changes in their Smartsheet project sheet. Instead,…
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Best Practices for allocating resources in Resource Management?
Hello, We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resource…
