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Resource Mgmt Leave Types
I understand from a recent Smartsheet Support inquiry that this feature is not available: In Resource Mgmt time tracking, I want to click on "enter time for something else" and see a list of leave types; e.g., Holiday, PTO, OOO, etc. Currently you have to know what they are and type them in to get them to appear. It is not…
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Do you add public holidays one by one to Resource Management by Smartsheet?
It's the beginning of the new year and as I am updating the public holiday listing onto Resource Management by Smatsheet (RMS), I have to input one by one. Is there a way to upload a list of holidays to RMS?
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Road map and developments for Resource Management
Hi, I see (and am grateful for) updates on Smartsheet nearly every week. However, I rarely see updates on Resource Management (the last one being the ability to usesSmartsheet login). This product has huge promise but the user experience on the Gantt view and Analytics portals are in desperate need of updates to keep up…
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Resource Management // availability is not shown properly
Hi Everyone, maybe someone here in the community can help! Today, I noticed that the availability is not shown properly meaning that the bar displaying the availability is starting in October and not according to the availability I configured for individuals by setting start and end date of work. This used to work and i…
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Resource Management Analytics - Report by User, Utilization/Allocation, and Project
We'd like the ability to create a Utilization Report that groups by Name and then shows the Project Allocation %. We have the ability to group by Team Member but we cannot "Then Group By" Project. We'd like to see the percentage allocation as a report in Resource Management by the Resource Allocation Plan from SmartSheet.…
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Adding details from Smartsheet files onto RM schedules
Hi All, I recently synced some of our Smartsheet files with Resource Management. Now I am looking into schedules and I have a question if there is a way to get more details. The one of the files has many rows (over 150) and over 30 people working on tasks – each row is a separate task. The detail I am missing on the…
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Resource Management - disconnecting a sheet linked to a Project
Hi I have a sheet linked to a Project in Resource Manager, however the sheet is now unavailable. How do I remove the link to the Project within Resource Manager. Once disconnected I will then relink the Project to a new sheet. Because the sheet is no longer available I cannot diisconnect from the Smartsheet side. Thanks…
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Resource Management: To notify managed users in Resource Management if they get overallocated
Hello! A thing we really need in our company is a way for managed users in Resource Management to still get notification if they are overallocated across project plans in Smartsheet. Because even though they should not be a licensed user in Resource Management and see everybodys time and expenses, they should still be able…
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RM - Same user, multiple potential roles
Within RM, is there a way to categorize a user with different roles/disciplines based on task? We have a couple team members that wear different "hats" depending on the task and project. It would be great if I could role that person up to the correct roles & discipline based on what they are actually doing.
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Scheduling for Resource Availability
Hello, I have a sheet for users to enter requests for our quality department. They chose a type of task they need, i have a VLookup assigning how many hours to assign to that row based on the task. That all works fine. But I need to find away to factor in the staffing restraints for each day and push some tasks out if too…