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Resource Management | Confirmed vs Unconfirmed Hours
Hello, Community! In RM, I've noticed that incurred hours includes confirmed and unconfirmed hours in RM. This is where I've directed PMs to obtain the actuals and total number of hours for the project. There is an 'Account Setting' that has 'Incurred Hours and Amounts'. It is currently set at 'Confirmed hours and…
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Integrate Smartsheet Baseline with Resource Management Time Budget
We are utilizing Smartsheet for Project Management. We use a Project Plan sheet to set the schedule (start and end dates) and then set the baseline for the project. We're utilizing control center to create each of our projects in Resource Management as well, linked through the Project Plan. It would be helpful if the…
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Resource Management - Save Report options
In Resource Management / Analytics. When saving a report, it would be helpful to have the option to Save the Report to both the personal page and analytics page.
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is it correct passing time frame as an object to resource management reports API?
Hello, When connecting to the report rows endpoint, I am receiving an error when using the timeframe as shown in the API documentation. "time_frame":{ "from": "2022-01-01", "to":"2022-12-31"} Error message received: {'message': 'to is not a valid time_frame'} I also tried to pass the 'from' and 'to' as a separate parameter…
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Find Unassigned Team with JOIN(COLLECT(
[Allocated Team] is the team that the project has said they need and at what allocations they need them, JOIN(COLLECTed from the children of this parent row =JOIN(COLLECT(DESCENDANTS([Employee Name]@row), DESCENDANTS([Start Date]@row), @cell < TODAY(), DESCENDANTS([End Date]@row), @cell > TODAY()), CHAR(10)). [Assigned…
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How to show tentative projects in Resource Management that are set up through Control Center
I am using Control Center to provision projects that have been approved to work on. All projects are housed on an intake sheet and are provisioned through control center once the project is approved. The approved projects are linked to Resource management. Is it possible to have tentative projects (one's that have not been…
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Merged: Data Validation Dropdown Lists - Simple Feature
This discussion has been merged.
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Resource Management: remove Saturday and Sunday
Hello, I was wondering if it is possible remove Saturday and Sunday in time tracking schedule : thank you
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Resource Management Time and Materials Budget
Create a time and materials budget within Resource Management so that labor costs and materials costs can pull from the same overall budget instead of having to designate separate budgets for fees and expenses.