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Resource Management Utilization Report Enhancement- Project Tags
It would be helpful if the Resource Management Advanced Utilization Report, Tag Filter, measured against the resources (individual & discipline) total available hours rather than against the project's allocated hours. From an organization's perspective, we are looking to understand total utilization for our teams and…
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How do I Filter Projects by Custom People Tags in Resource Management
I need to use the Schedule activity to view all project with Placeholder resource assignments. I have created a custom people tag with multi-select for all of my placeholder roles. When I navigate to schedule and then Projects, there is no filter available for custom people tag.
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Delete all available time entries in Resource management
Hi Team , I'm looking for a way where I can fetch and delete all available time entries from Resource Management preferable programmatically using python. If not I'd like to know more if there an option to do that in a different way which can help delete all time entries in one simple way.
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Task status and Completion % not syncing b/w sheet & Resource Management
Resource Management currently has a huge gap due to the 'status' and 'Completion %' not being pulled into the Resource Management 'Schedule' view, which makes it impossible to filter out the completed tasks. So, if one wants to do the resource planning for only the incomplete tasks, they will have to duplicate their…
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How do I programmatically update Start Date, End Date, Duration and Allocation %?
Hello everyone, I am working with the python smartsheet SDK, and I am experimenting with a smartsheet connected to Resource Management, which comes with a number of default columns - few of them are Start Date, End Date, Duration and Allocation %. I see in the Python API documentation that these 4 columns are not allowed…
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Advanced Reports in Resource Management by Smartsheet now generally available!
Hi Community, We are excited to introduce "Advanced Reports," a new feature in Resource Management by Smartsheet. This release brings significant value to organizations utilizing Smartsheet and Resource Management. With "Advanced Reports," organizations can now automate their Resource Management reports—covering Time &…
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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…
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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.
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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,…
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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.