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Has anyone created a Smartsheet resource management tool from scratch?
We're looking to create a resource management tool from scratch in Smartsheet as we don't currently have a license for the resource management app. Has anyone built their own tool using basic Smartsheet functionality? Thanks
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Bridge
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
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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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Resource Management - Assignments and regional holidays - what am i missing?
I'm feeling very confused or very swindled. Either way not thrilled right now. I was sold on the promise that Resource Management will be SS's integrated (via add-on) resource planner, where you can apply different roles, placeholders, regional holidays, etc; and that this would all lead to improved task assignments and…
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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…