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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…
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Use Javascript in Bridge to efficiently import data from an API
Hi all - I'm excited to share a custom Javascript solution with my fellow Bridge users. I am not a Jscript coder - all credit for this goes to the awesome @Nathan Lloyd at Smartsheet - Large Enterprise Technical Sales Engineer, who gave me the basis for this script at ENGAGE 2022. Thank you Nathan! In this thread I'll…
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Resource Management - Dynamic Report workaround
We are looking for a possible workaround to dynamic reporting , and were suggested resource management as a possible solution/ Has anyone used resource management as a replacement for a dynamic reporting. I am interested to hear of any possible workarounds that would save us some dynamic reports. From what I understand we…
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How to bulk reassign tasks within Resource Management?
I am trying to bulk reassign tasks that belong to a Placeholder role. I am in the "Allocation Heatmap" view within the Schedule tab of Resource Management and I'm able to select each task and reassign it, however it doesn't let me select multiple. This means that I have to manually click numerous tasks to reassign it to…
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How can I export Schedule view?
I am looking to create a custom dashboard that does not seem feasible with the current filtering options available in People or Project view under Schedule. Is there a way to export resource bookings in Schedule?
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Resource Management Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
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Can Smartsheet Resource Management Schedule be grouped by Department?
In Resource Management schedule, I would like to be able to see all of the projects each department is committed to in a timeline view. For example, I'd like to see Marketing department (projects A, B, C), IT department (projects, A, C, D), etc. It seems like I can only view by people with varying filters. Does anyone know…
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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…