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Add RM Project Custom Field Values to Timesheet Display
User Story: As a project team member, I want to be able to quickly identify and select the correct RM project name displayed on the timesheet, so that hours entered will be accurate. Problem Trying to Solve: Project team members cannot differentiate projects with identical names to select for time entry. The link to the…
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Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
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Using API to "connect Project" syncing a sheet with a Resource Management project
Manually, I can open up a Smartsheet and on the far right find the Resource Management icon and then sync the sheet with the Resource Management platform. See picture below: I am trying to understand if I can use the api to do this (syncing the sheet with a new project). I know I can use the API to create a new project in…
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Allocation constraints per project in RM for multiproject managagement
I am an engineering manager for a group of engineering teams that work across multiple projects. The two challenges I face are that allocations on the smallest possible tasks becomes too much to handle/have overview over and that , if I have PMs for the project, they don't have any constraints on allocation on their…
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Resource Manager: How to assign approver using API
Hello! I've been reviewing the API documentation for Resource Management (https://10kft.github.io/10kft-api/). I was able to add a new user using the API. However, now I also need to assign an approver for the user profile. I found I can send a GET request to the…
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Need assistance with Resource Management formulas
I've got a sheet going that lists all of my active projects. Each project has a deadline (in its own "Deadline" column, Archives Department remaining hours (in its own "Archives Hours Remaining" column), Digitization Department's remaining hours (in its own "Digitization Hours Remaining" column), and Platform Department's…
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Resource Management by Smartsheet -- Good for Small Business?
Hello! I am helping a small high-end contractor optimize his business use of Smartsheet. His organization has a Business plan. He would like to be better able to track workloads of his organization week-to-week & also highlight when subs are overallocated. Wondering if RM is a good option (or if it would be overkill). His…
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Resource Management - Connect to existing project option missing
I imported 20 projects into Resource Management via csv file and would like to tie them to smartsheet project plans. Usually there is a radio button option that allows you to connect to an existing project, but I don't see that anymore. Anyone else notice that option is missing? Importing the projects and connecting is…
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Gray "anon" icons in Resource Management
Hi all, Anyone has an idea why in the Resource Management (not the paid thing but the panel) all users have the gray "anon.jpg" icon instead of their pictures? Even my own. I tried different browsers and all with same results.
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Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
