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Need Help With Tricky Formulas
For my projects (one per "column"), I have a column for "Deadline", "Remaining Hours", and "Networking Days Between Today and Deadline". Then there are columns that need formulas that need to calculate "splitting all remaining hours" evenly across months up to the deadline (and a column for August 2024, September 2024,…
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% allocation at parent row
I have a project plan using Resource Management. I would like to see the % allocation rolled up at the parent level in the project plan (not in resource mgmt) from the tasks below. Is this possible to do? Thank you.
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[Live in EAP] Phase integration between Resource Management and Smartsheet
Hi EAP Community, We are excited! Early access to Phase integration between Resource Management and Smartsheet is now available for our EAP members! Now, when phases (Initiation, Planning, Execution, etc.) are created in a project plan in Smartsheet, they automatically sync to Resource Management so users can perform…
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Resource Management Projects - Previous Hours
Hi there! Is there a way to add existing hours to a project? We used a different time tracking tool and have switched to Resource Management. I'd like to add the existing hours to projects that we moved over to Resource Management. Thank you!!
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Does smartsheet have the ability to track a resource's time at a milestone level?
I am trying to see if this functionality exists or if this is an enhancement that can be created? This would allow the ability to report on specific activities instead of at a project level.
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Filtering Resource Manager to exclude 0 incurred hours
We only want to view RM hour records with incurred hours >0, however, are unable to filter 0 hours out. This causes confusion in exception reports that show records with 0 hours that might meet all other criteria but are irrelevant as there aren't hours tied to it. It also increases the Advanced Report sizes when getting…
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Workload Tracking
I am trying to find out if Workload Tracking can be used without having Resource Management. I currently have a trial version of RM, and I am trying to determine which would be most helpful (if they can be used independently). The instructions I have found on the site state that you will open your sheet, select the RM…
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Formula Issue
I want to get a dollar amount based on if a checkbox is selected. I am running a program where participants can get gift cards as incentives. I am using a separate sheet for the amount for each incentive. The other sheet columns are named the same as the incentive. Each column is a checkbox. To explain what I want, let me…
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Resource Management to assess Duration from linked Smartsheet sheet
Hello, Are there any plans to incorporate the Duration information into the dataflow between Smartsheet and Resource Management (RM)? Currently 5 columns are synched between the two platform: Task name, Assigned to, Start Date, End Date, Allocation% Now as you see, Duration info is not at all accounted for when RM…
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Is there a way to show those who will be out on PTO and what deliverables overlap with those dates?
My vision is to show calendar/widget of individuals that are out of the office/pto and which deliverables overlay with that time off.