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Smartsheets & Resource Management - Auto Update
Hi, It appears that when you integrate Resource Management with Smartsheets that you have to manually click Update for the updates made in the Smartsheet to transfer over to Resource Management. Is that true? Is there a way to have it auto update? I can see that certain changes in Resource Management auto flow back to…
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Automatically update all resources through Resource Management panel
As of now the user has to manually click "Update All" in the Resource Management panel to submit their changes to Resource Management which leaves a lot of room for error. When you have a large team working with 10-20 Smartsheets, there is bound to be times when a user forgets to hit "Update All". If your HR team is…
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Resource Management - Formula for various different schedules
Hi all, CC:@Genevieve P. I'm using smartsheet for resource management and the sheet links to our smartsheet resource tool. In RM smartsheet, we have different resources on different schedules e.g: Some work 7 hours a day Some work part time (4 hours a day) Some work 4 days a week at 8 hours and 7 hours (Fridays off) We…
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We have removed support for favoriting resource views in Legacy Resource Management
Hi Community, We have officially removed support for favoriting resource views in Legacy Resource Management. You will no longer be able to favorite any resource views, and any resource views already favorited will no longer be displayed in Favorites in the left navigation bar in Smartsheet. Fortunately this does not…
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Resource Mgmt Leave Types
I understand from a recent Smartsheet Support inquiry that this feature is not available: In Resource Mgmt time tracking, I want to click on "enter time for something else" and see a list of leave types; e.g., Holiday, PTO, OOO, etc. Currently you have to know what they are and type them in to get them to appear. It is not…
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Do you add public holidays one by one to Resource Management by Smartsheet?
It's the beginning of the new year and as I am updating the public holiday listing onto Resource Management by Smatsheet (RMS), I have to input one by one. Is there a way to upload a list of holidays to RMS?
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Road map and developments for Resource Management
Hi, I see (and am grateful for) updates on Smartsheet nearly every week. However, I rarely see updates on Resource Management (the last one being the ability to usesSmartsheet login). This product has huge promise but the user experience on the Gantt view and Analytics portals are in desperate need of updates to keep up…
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Resource Management // availability is not shown properly
Hi Everyone, maybe someone here in the community can help! Today, I noticed that the availability is not shown properly meaning that the bar displaying the availability is starting in October and not according to the availability I configured for individuals by setting start and end date of work. This used to work and i…
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Resource Management Analytics - Report by User, Utilization/Allocation, and Project
We'd like the ability to create a Utilization Report that groups by Name and then shows the Project Allocation %. We have the ability to group by Team Member but we cannot "Then Group By" Project. We'd like to see the percentage allocation as a report in Resource Management by the Resource Allocation Plan from SmartSheet.…
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Adding details from Smartsheet files onto RM schedules
Hi All, I recently synced some of our Smartsheet files with Resource Management. Now I am looking into schedules and I have a question if there is a way to get more details. The one of the files has many rows (over 150) and over 30 people working on tasks – each row is a separate task. The detail I am missing on the…