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Leave entered directly in timesheet appears in Schedule View
In Resource Management If leave is entered for a consultant in the schedule view it will appear in their timesheet. However if leave is entered in a consultants timesheet it doesn't appear in the schedule view. It would be good to allow both options so that its not the project owner / delivery manager to enter sick /…
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Resource Management Archiving and assignments
Hi everyone, What is the expected behaviour of users' assignments when a project is archived in RM ? I assumed assignments (especially current and future) would be removed or stopped counting towards the users allocation heatmap. Seems like this does not happen.
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Resource Management API - Nag email
One huge feature that's missing from Resource Management is a simple email notification that you have unconfirmed time. I'd like to automate this since it's not included. But a couple things that are confusing: The APIs for Resource Management are posted, but can you access these APIs from the Smartsheets Python SDK? I…
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Autofilling phases into new projects
Is there a way to have certain default phases show up in every new project in resource management? For example we have a Phase 0 and an Idea Workshop phase each with $0 bill rates associated with them that are apart of every new project we create in RM. Is there a way to automatically have those show up in each new project…
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Introduction
Hi All! My name is Amanda and I work at an organization that operates convenience stores & gas stations. I work in the Brand Imaging/Marketing group and am looking to better my skills on Smartsheet as it relates to tracking and managing projects! I would love to connect with others!
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How to backup Smartsheet resource management?
How do I back up Smartsheet resource management? Can a backup copy be imported to restore the resource management account's settings and data?
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Reservations/Scheduling & WAITLISTING
First time posting, and I'm not sure if I'm doing this correctly, or if this is the right place, please have patience. I have a workspace, with a form, and a sheet (although it's definitely not NEAR as optimal or helpful as it should be), along with a few other sheets/resources (past appointments, contact lists, specific…
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Using the same field across different forms in one sheet
Hi there, I'm working to build a request management system using forms where requestors will simply see a dashboard with icons/text and can select the type of request they need to submit. Since each request is quite different and I want to track the different types of requests, I'd like to list "Request Type" in each of…
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Resource Management Report permissions
We are using Resource Management to track project hours. We would like Project Managers to be able to run reports to show the hours reported by individual team members on the project but not be able to view financial data. Currently there is no permission or combination of permissions that allow running reports to view…
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Update assignments in template based on sheet
How can I assign ownership to tasks based on contacts in a sheet? For example - I have a list of contacts that define the owner of each area for every project. As I am creating a new project from a template, I would like to lookup the owners for the tasks based on the information in the sheet. Example - project below would…