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Restore Workload View Access for Licensed Users After Enabling Resource Management
Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM. Our customer submitted the Support Case…
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Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
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Resource Management: Collect Task "Start/End Dates" and Task "Status" Type
I don't see a way to add tags to collect a row/tasks Start Date or End Date, so it can be reported against in the Resource Management Report. Also, my team would like to be able to set a custom date range for the report but have it remain. Such as "Last 7 Days / Next 7 Days" and keep it in place as an option to select.…
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Merged: Resource Manager - Public Holidays by Region / Country
This discussion has been merged.
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Merged: Request for Country-Specific Holidays and Multi-Currency Support in Resource Management
This discussion has been merged.
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How to create a flag column that identifies a scheduling conflict
I am trying to create a checkbox column that gets checked when the conditions of a formula are met. Essentially, I am trying to flag a row if someone is assigned to that row who already has an assignment for that same date AND if the start and end times overlap. Example: Interpreter= John; Date= 6/1/2025; Start Time= 8:00…
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"Submitted_at" in a report that can be pulled at any time
Right now "submitted_at" the time that a resource submitted their timesheet at is only located in the audit log. The audit log can only be pulled once a month and is not an advanced report that can be pulled into SmartSheet. My team would like the "submitted_at" field to be in the timesheet detail report or another…
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Resource Manager Advanced Report Field export selections
It would be nice to have the ability to select which fields we want to have exported to SS automatically vs. ALL of them. With the 500K size limit on sheet sizes and 68 columns of data getting saved automatically from the RM Advanced Reporting, we will be hitting size limits. Of the 68 columns of data, we may really only…
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Resource Manager Advanced Reporting Schedule
Would like the ability to edit the Advanced Reporting schedule in RM other than just from manual to automated. We need the ability to adjust the run schedule to different days and times and specify Time zone. The only current way to do that is to create an entirely new Advanced report at the exact time you want it to run…
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Utilization in Resource Management
Hi Smartsheet Community, I'm using Resource Management and I would like to know if there is any way to generate a report with all the Team Members utilization (planned and executed/approved hours) and respectives projects. Should be grouped by Team Member and Projects. Thank you for your attention.