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Resource Management not visible
We are currently experiencing an issue with some of our PMs struggling to access Resource Management, even though they are licensed members. Does anyone have any experience with a similar issue and how to fix it? It shows as attached.
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How can I use Smartsheet for Resource Management from scratch?
Hi Everyone, I recently came across a YouTube video mentioning that Smartsheet can be used for Resource Management. I'm interested in exploring this feature, but I'm not quite sure how to get started. Could anyone from this community guide me on how to effectively use Smartsheet for resource management from scratch? Any…
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Resource Manager Reports - date logic capability expansion
Resource Manager Reports need date logic capabilities beyond the standard last week, last month. Flexible logic like "today()- 2 months", or "today() + 6 months" etc. Having to update an existing report and or the resulting data and formulas each month so it displays the information that is needed rather than just enabling…
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Resource Manager Analytics Pre-Defined Date Ranges
In RM when creating a report, there are pre-defined ranges such as "this week", "last week", "next 30 days", etc. Why is there no "Next Week" or "Next 2 Weeks" options to allow resource managers to perform short term resource planning?
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Ideas on how to effectively create a new sheet that collects information to update status on another
I am struggling to find other answers on the community for this situation. We are creating a log of all equipment. I am creating a second sheet for when that equipment is removed. When someone submits through a form that equipment is removed, I would like the second sheet to automatically update the status on the original…
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Amendment to Contractor/Project Editor Permissions within Resource Management
One of the limitations of the Contractor security permissions within Smartsheet is that a user is unable to "split" their allocation as they do not have access to Schedule view. However, to give them access they would need to be upgraded to Project Editor, but this then means they have full visibility of capacity for…
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View only license in Resource Management
Setup view only license access for the resource management schedule screen
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Allow Hour-Based Effort and Partial-Day Scheduling Support in Resource Management
Problem: Resource Management rounds all task durations to full days during sync, regardless of partial-day durations (e.g., 1.25 days) defined in Smartsheet project plans. This leads to inaccurate resource allocations, especially over-allocation (e.g., 200% allocation for same-day tasks). Request: Recognise partial-day…
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Merged: Outlook Add-In
This discussion has been merged.
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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…