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Resource Management - disconnecting a sheet linked to a Project
Hi I have a sheet linked to a Project in Resource Manager, however the sheet is now unavailable. How do I remove the link to the Project within Resource Manager. Once disconnected I will then relink the Project to a new sheet. Because the sheet is no longer available I cannot diisconnect from the Smartsheet side. Thanks…
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Resource Management: To notify managed users in Resource Management if they get overallocated
Hello! A thing we really need in our company is a way for managed users in Resource Management to still get notification if they are overallocated across project plans in Smartsheet. Because even though they should not be a licensed user in Resource Management and see everybodys time and expenses, they should still be able…
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RM - Same user, multiple potential roles
Within RM, is there a way to categorize a user with different roles/disciplines based on task? We have a couple team members that wear different "hats" depending on the task and project. It would be great if I could role that person up to the correct roles & discipline based on what they are actually doing.
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Scheduling for Resource Availability
Hello, I have a sheet for users to enter requests for our quality department. They chose a type of task they need, i have a VLookup assigning how many hours to assign to that row based on the task. That all works fine. But I need to find away to factor in the staffing restraints for each day and push some tasks out if too…
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Engineer Bookings
Hi, Bit of a complicated one which I'm not sure how to achieve! We have one Master Projects list that shows all our active projects for the year as individual rows. It's mammoth with around 30 columns that track a project from inception to completion. We then show individual departments their relevant information using…
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Control Center & Resource Management
Hi...I'm looking for anyone with experience that has been able to load resource management automatically from their project plan? I seem to be at the point where I need to manually add the tasks from my project plan to resource management...just not getting the automation I'm looking for.
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Is the Legacy Resource Management tool going to be phased out or is it here to stay?
Using resource management (previously 10k Feet) alone isn't enough for my team AND legacy resource management isn't enough. How can I use both simultaneously? And is Smartsheet planning to keep the legacy RM feature?
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Update continues to show next to resource after updating Resource Sheet
Hello, I have created resource sheets for each of the projects and added people accordingly. When I navigate to the resource plan and click update for some of the project team, the "Update" continues to show by their name. I review in the Resource Management module and they are current but the plan in smartsheet continues…
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Resource view duplicates?
Each project I am assigned to shows twice in y resource view. Its the same for everyone. When I go to the sheet thee is only one. I deleted myself which removed a duplicate but the same sheet where I deleted myself shows me still there (the one left)? This was not happening before, only noticed today. Any ideas?
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Creation of new projects and sync between SS and RM to be both ways, rather than just SS to RM.
For general project forecasting, I would like to create a project in Resource Manager and assign resources. I would like this to autogenerate a sheet in my Smartsheet Portfolio Folder that holds all schedules in use by Project Managers. In other words have the creation of new projects and sync between SS and RM to be both…