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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…
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Resource Management - Project Efficiency
I think the best option for our Payor Relations team would be resource management and creating projects however I dont know exactly where to even start. I've downloaded templates and watched many videos and it leads me down a rabbit hole. We offer services to around 250 practices and renegotiate their rates every few…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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I need to Sum a column from a reference sheet and display the number in my primary sheet
I am attempting to build a column formula that generates the sum of hours for a given phase (task). This is an interaction of our Main project grid and the Timesheet grid (it is one of the advanced reports Resource management offers) from Resource Management. Our main project should display the number of hours incurred for…