-
Easiest way to "If...Then" when creating a new Resource Management project using Bridge
I'm working on my very first workflow to create a new project in Resource Management each time a new row is added to the master Smartsheet project sheet. So far, the mapping is pretty easy. However, I have a couple of fields where my end user has said, "If the cell in Smartsheet has "X", put a "Y" in a related Resource…
-
Resource Management Analytics - Conditional Logic
When creating a new report in Resource Management Analytics there is no conditional logic between the filtering options. It would be ideal that when Client A is selected, the relevant Projects to Client A are displayed, at the moment all projects are displayed for all clients. I need to include client name in the project…
-
Resource Management License
My entire business is on a Smartsheet Enterprise license, which includes some Add-ons (like Calendar, Pivot, DataMesh) but does not include access to Resource Management. The question I have is, can I buy a (separate) Resource Management License for my team (~5 people with full access and ~50 licenses for resources with…
-
Automated Reports in Resource Management
Our team has recently moved to Resource Management by Smartsheets. I have an admin run a report each week to verify that team members have reported time for the previous week. I am receiving the requests for approval when the timesheets are submitted, but I would like an automated way to send a report to our admin once a…
-
Has anyone created a Smartsheet resource management tool from scratch?
We're looking to create a resource management tool from scratch in Smartsheet as we don't currently have a license for the resource management app. Has anyone built their own tool using basic Smartsheet functionality? Thanks
-
Bridge
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
-
Smartsheets & Resource Management - Auto Update
Hi, It appears that when you integrate Resource Management with Smartsheets that you have to manually click Update for the updates made in the Smartsheet to transfer over to Resource Management. Is that true? Is there a way to have it auto update? I can see that certain changes in Resource Management auto flow back to…
-
Automatically update all resources through Resource Management panel
As of now the user has to manually click "Update All" in the Resource Management panel to submit their changes to Resource Management which leaves a lot of room for error. When you have a large team working with 10-20 Smartsheets, there is bound to be times when a user forgets to hit "Update All". If your HR team is…
-
Resource Management - Formula for various different schedules
Hi all, CC:@Genevieve P. I'm using smartsheet for resource management and the sheet links to our smartsheet resource tool. In RM smartsheet, we have different resources on different schedules e.g: Some work 7 hours a day Some work part time (4 hours a day) Some work 4 days a week at 8 hours and 7 hours (Fridays off) We…
-
We have removed support for favoriting resource views in Legacy Resource Management
Hi Community, We have officially removed support for favoriting resource views in Legacy Resource Management. You will no longer be able to favorite any resource views, and any resource views already favorited will no longer be displayed in Favorites in the left navigation bar in Smartsheet. Fortunately this does not…
