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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.
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Resource levelling / capacity-driven scheduling
I've had a number of discussions with clients about the ability to level resources, which is something MS Project has offered forever. In the context of RM, where the capacity view currently just reflects task assignments based on the project schedule logic, some clients would prefer to have their resource capacity…
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Resource Management Utilization - BUG - beyond 2027
Utilization report does not go beyond 12/31/27. 1) It's going to get close to that soon. 2) We need to project hours allocated per month and this seems to be the only working report that has that capacity to put it properly in an advanced report. Also - I dont care about 2023 really anymore (good for historical stuff…
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Resource Management - Date Range end of Contract
The time frame should include a pre-existing option for "through end of project" (specifically for utilization)
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Resource Management Report Bug - Time & Fees by month
Doing an advanced report (vs. export) of Time & Fees: Amounts & Hours by Month(First group byMonth Then group byTeam Member) → the advanced report resorts to "WEEK" as the primary group and we need this data by month to manage financials. Splitting weeks into months isn't accurate.
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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How do I manage part-timers in Smartsheet so the data is synced accurately to RM?
In Smartsheet all team members are treated as full-timers but in Resource Management individual members working hours can be configured via profile account settings. In Smartsheet we have added an 'estimated hours to complete a task' column that is converting into Allocation %. The Allocation % column is then pulled…
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Add Resource Management Default Option to Sync Hours vs. Allocation %
Our team prefers viewing resource allocation in hours rather than percentages. Currently, the Resource Management tool defaults to syncing Allocation % only. Is there a way to sync the Hours column instead and display allocation in hours in the Resource Management tool? In the Assignment Details report, availability can be…