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Linking Smart sheet columns to a Resource Management Project Cutoms Fields
I would like the ability to automatically update values in Resource Management custom fields from values in a Smartsheet sheet either a column or in a Summary field. Examples of how this could be used:. In smartsheet I have a portfolio Priority calculation sheet. I would like the priority calculated in the priority column…
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Resource Workload Tracking
Is there a way to take the expanded view (I think it's called Workload schedule) of Resource workload tracking and embed it on a dashboard? I do not have the additional premium app of Resource Management but am looking for ideas for how to see my portfolio of projects with all resources assigned. I have turned on workload…
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Account for Budgeting Future Expenses in Resource Mgmt
This relates to Resource Management. I'd like the ability to add a date with the budget amount to future expenses. The budget amount is entered in the Project properties but not the dates in which you anticipate them to occur. If you add them to future Expenses (via the My Work -> Time & Expenses), it still counts them as…
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Resource Allocation and Tracking
Good afternoon community, We are in the process of rolling out Control Center and Resource Management. I am curious how everyone is tracking their resource times, availability and allocation? For example, we are dedicating 35% of an FTE's time (outside of the PMO,) to project time. Currently, we are forecasting our task…
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Resource Management - Connect to existing project option missing
I imported 20 projects into Resource Management via csv file and would like to tie them to smartsheet project plans. Usually there is a radio button option that allows you to connect to an existing project, but I don't see that anymore. Anyone else notice that option is missing? Importing the projects and connecting is…
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…
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How can I pull reports data from Resource Management connect to Power BI?
I'm not a developer and my knowledge of APIs are limited. I'm working on getting data from the resource management tool to power bi. I was able to pull all data, except for reports. I know I have to do a POST request, which I'm trying for the first time. I did run this query and I'm still getting errors. I'm getting this…
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Re assign task midway thru
I have a task that started in Sept and ends in Feb. I need to assign it to someone else, but do not want to lose the history of the first employee. How do I do this?
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WorkApp Licensing Management: How to Proceed?
Hello all, I own a Smartsheet WorkApp with approximately 450 users. Some of these users are paid members, and some are unpaid members. In this WorkApp, there are multiple roles, all of which have editable data. I am trying to understand what happens when the unpaid users edits data. Are WorkApps workarounds for paid vs…
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Resource Manager Schedule Timeline Scale - Add Quarters
Current RM Schedule scale allows quick links for Day, Week, Month. Adjustable slide scale allows to go out further. Neither offers a quarter view for multiple months in a singular block (similar to Week).