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In Resource Manager, how can I add time for contractors that I rarely use?
We have Contractors that we need to enter time on projects. Some of these contractors are used maybe 4 or 5 times a year. I haven't found a way to add time for non-licensed users. But I don't want to burn a license just for 4 or 5 time entries in a year. Anyone found a good way to do this without having a bunch of unused…
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Creating an "On-Hold" status for projects in Resource Management?
Hi all, I'm trying to figure out a way to create an "On-Hold" status for projects. These are projects where the client has paid for the work and signed a contract, but our start date is not yet defined. It would be great to use a Project Type for it. We are using "Tentative" to show projects that are in our sales pipeline,…
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More detailed reports in Resource Management on resource assignments
I would like to be able to create a report in RM where it will include each resource name listed out, what projects they are on, what their time on that project is, and how long they are working on that project. I would also like an option to choose a time period (for example, the week of May 15) and see each resource,…
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Merged: Bulk Update Public Holidays to Resource Management
This discussion has been merged.
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"Other Sheets" in Resource View
Hello- My username is identified as a resource on "Other Sheets" in the Resource View - which I can't identify. Is there a way to see what those unlinked sheets are? I suspect it might be from a client's Smartsheet - is there a way to filter resource views by sheets within my own organization? Thanks! Amanda
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Bulk allocation change in one way in Resource Management
Hi Team, We have a large number of resources in multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this we can extend the resource allocation date in one way for all the resources in the single project it will help us minimize our effort for…
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Applying a formula when a filter is applied
Hi! I am building a team monthly capacity tracker. Right now, it's all in one sheet and I have filters set up based on the 'Owner' column, so each team member can view and update only their projects and activities. I have a formula summing up team capacity each month at the bottom of the sheet. Is there a way to carry over…
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Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
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Official Holidays in Resource Management
Hi, I'm working on including projects and resources from other countries in the resources management tool. Official holidays vary from one country to another so the holidays section is tricky to use to account for holidays. How would you navigate this challenge? how can I enter holidays for each country? thanks!
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Identify tentative assignments in export of underlying data for Resource Management
In Resource Management, there is the ability to indicate a Status on an Assignment. There are different Stages (Planned, In Progress, Done) and you can define specific Status within each Stage. But other than using this to visually see the status of an assignment, it doesn't appear to be used anywhere else - i.e. you can't…