-
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…
-
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…
-
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…
-
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…
-
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 ?
-
Resource Management
Is there a way to create a master agile resource tracker and link it to every other project without having resource management?
-
Does anyone use resource management without control center?
We are on a time crunch and will not be able to set up a blueprint in the time allotted. Has anyone ever used RM to manage many projects in one sheet? Any tips would be VERY helpful!
-
Create an unlicensed admin account for IT administration?
We use an outside managed service provider (MSP) to support the IT needs of our business. It would be great to have an unlicensed (i.e., free) account that they could use to manage our Resource Management by Smartsheet system -- they would not represent a resource which has to use the system for resource mgt purposes. This…
-
Stop people from tracking to a project when an hours or fee budget is exhausted
Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project? The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just…
-
pull data from Resource Management directly into the linked sheet/sheet summary
Would like a way to connect the project summary data in RM (project budget, incurred hours, future scheduled hours, project budget (fees), incurred (fees), future scheduled (fees) (see screenshot) into the linked smarthsheet/ smartsheet's sheet summary field.