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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…
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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…