-
Resource Management People Export - ability to automate exporting the people list
It would also be extremely helpful for Resource Manager admins to have an automated way to export People Data from RM. Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
-
Schedule/Automate "Export Project List" functionality in Resource Management
I'd like to be able to schedule and/or automate the ability to export a list of all projects with custom fields from Resource Management. There is a way to do this currently form the API, but the output is a JSON and we are looking for a CSV. If we could schedule the export and have it save to our database automatically,…
-
Resource Management People Export - Automated?
For Resource Manager Users is there an easier/automated way to export People Data from RM? Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
-
Restore Workload View Access for Licensed Users After Enabling Resource Management
Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM. Our customer submitted the Support Case…
-
Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
-
Resource Management: Collect Task "Start/End Dates" and Task "Status" Type
I don't see a way to add tags to collect a row/tasks Start Date or End Date, so it can be reported against in the Resource Management Report. Also, my team would like to be able to set a custom date range for the report but have it remain. Such as "Last 7 Days / Next 7 Days" and keep it in place as an option to select.…
-
Merged: Resource Manager - Public Holidays by Region / Country
This discussion has been merged.
-
Merged: Request for Country-Specific Holidays and Multi-Currency Support in Resource Management
This discussion has been merged.
-
How to create a flag column that identifies a scheduling conflict
I am trying to create a checkbox column that gets checked when the conditions of a formula are met. Essentially, I am trying to flag a row if someone is assigned to that row who already has an assignment for that same date AND if the start and end times overlap. Example: Interpreter= John; Date= 6/1/2025; Start Time= 8:00…
-
"Submitted_at" in a report that can be pulled at any time
Right now "submitted_at" the time that a resource submitted their timesheet at is only located in the audit log. The audit log can only be pulled once a month and is not an advanced report that can be pulled into SmartSheet. My team would like the "submitted_at" field to be in the timesheet detail report or another…