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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…
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New Report in Resource Management - employee utilisation
Hiya, I would like to be able to generate a report from 10K ft that shows the total resourced time, broken down per month and by each employee, on a specific client/brand. So ideally you select the client and then down on the left hand side will be a list of employees and their role and along the top axis will be the…
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Managing Different Workings Days
The idea would be to be able to manage working days according to specific groups of employees. Some of our manufacturing technicians work during the day, some during the night and some in the week-end. This option would either let you create a group of workers and assign them a specific work schedule OR when you create…
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Resource Management Currency and Date Format for UK customers
On setting the Currency and Date Format to United Kingdom the Date format does NOT display in UK format. It remains showing US Date format. Please resolve.
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Combining Sheets
Hello Community! Wondering if anyone out there has any best practices for combining a project plan and a resource plan into one sheet. Is this an option? Would that sheet then be able to have the same functionality and link certain cells / info back into Resource Management? Right now, they are two separate sheets, but our…
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Resticate access for Managed licensed users.
Hi team, In our organization, I pool out allocation reports for every month which I used for monthly billing and financial work. So at the last of every month when I generate the report that time I am aware of everyone not to change any allocation without my permission, but here number of project owners we have, we couldnt…
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New! Project Access Management for Resource Management by Smartsheet
Hi Community, We are excited to share that we just launched Project Access Management for Resource Management by Smartsheet. Project Access Management gives large enterprises the control they need to run successful projects. This is the first launch in a series of enhancements that we’ll be releasing this year to help…
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More user configurable settings in Resource Management
When working with a global organisation, there is a need for users to customise their personal settings within Resource Management. For example, switching between mm/dd/yyyy and dd/mm/yyyy; changing the start day of a week between Sunday and Monday; specifying user specific NAtional Holidays rather than only being able to…
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Tracking Time at Project Task Level
Hello, I am working on rolling out Resource Management to my team and there is a functionality that I can't figure out (or perhaps just doesn't exist). We'd like our project plans to connect to resource management to forecast our tasks using % allocation. What I'd love to be able to do is then compare time tracked against…
