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A single user profile setup across all Smartsheet products
We should be able to have a single point to enter and maintain user data across all Smartsheet products. Right now you have two areas to set up and maintain user information if you use the RM tool along with the Smartsheet Core product. This user information should ideally live in just 1 place and Smartsheet should be able…
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Bridge & Resource Management Integration - Per User Per Project Utilization
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
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Support and Sync allocation in hours from Resource Management to Smartsheet
We submit time projections by hour instead of by %ages. I am aware that RM sheet daily hours are converted to %ages to sync between RM and SS. However, hours are needed for calculations and dashboards at this time. We would like to see raw daily hours reflected in RM available for reporting in SS. Would it be a huge lift…
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How can i view the Utilization report in terms of Actual and Available days instead of hours?
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Ability to export Utilization underlying data
Currently, any Utilization reports generated from Resource Management are only able to export high level data, and not any of the underlying data. The underlying data (such as utilization on a daily basis) is needed sometimes. Smartsheet support confirmed that the current Utilization report does not have an option to…
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Resource Management: Restrict Use of "Non-Phase Specific" Phase
The Projects I run tend to have phase budgets that are beneficial to be tracked for Post Implementation Review. My Team Members are able to record time on the top level of the Project - this is not helpful for reviewing the specific components. I would want to restrict the ability to record time on non-phase…
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Resource Management Project Dates
Is there a way to get the project dates in resource management to update with the sheet in Smartsheet? We have our project plan sheet in Smartsheet connected to resource management and it would be nice if the roll up of the tasks would update the project dates in resource management. Currently we update the tasks start and…
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Budget and prognosis synchronisation between Resource Management and SmartSheet
As it is now, only very few data fields can be synchronised between a project in Resource Management (RM) and SmartSheet (SS). There is currently no way to automatically synchronise any overall project information (budget, incurred, prognosis, total budget, expenses) from RM to SS. Our team uses RM for all our specific…
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more than 1 resource assigned to a task
When there is more than 1 resource assigned to a task (Ex: 2 people) and change in RM the percentage of allocation of Resource number 1 , it automatically set the same percentage of allocation to the second ressource. How can we differenciate the specific allocation distinctively other than having to create a second liner…
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link between the completion percentage and the Resources availability
If I modifty the Percentage of completion to 100% in Smartsheet after the first week of a task that was originally planned for 2 weeks. will it increase the availability of the resources for the second week ? Is there a link between the completion percentage and the Resources availability. Can this be managed ?