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Merged: Log in as another user
This discussion has been merged.
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco
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Add Search Function to New Resource Management Home!
This week, I was prompt to go to new "Resource Management" home. Old platform, as you can see there is a Search function. When I click "Show me" and go to the new platform, there is NO SEARCH FUNCTION. 😵💫 it's very annoying to scroll through resource names. I thought this was a glitch. However per Smartsheet Support, this…
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Getting list of archived projects from Resource Management
Here is how you can currently get a list of archived projects from Resource Management. This solution does not explore Bridge or integrations using API. Resource Management does not allow you to export the archive status or archive date of a project This should be fixed. This could be possible this is possible through…
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Can I block off specific dates for an individual to do a high priority task?
I am a Project Manager, and am currently helping my team plan a new project. Most of the activities are not inter-dependent on one another, they all just need to happen before the deadline. There is one task however, about a month in duration, which is high priority and needs to be done ASAP. It is dependent though on…
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Resource Management report using wrong bill rates
Hi there - I have specific bill rates set for each team member through the team member's RM profile. But when I run a time and fees report in Resource Management, it is using the account default for each person instead. How can I make it use the individual bill rates?
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Phase Shift in Resource Management - don't revert to start of the project
When using phase shift, reverting back to the start of the project. Can you please correct this, so the current screen will be the phase that you are working on and not to the original start of the project?
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Anyone else have Resource Management notifications automatically enabled at the account level?
We've had RM set for up years, but as of late last week, ~3/12, email notifications are being sent out of RM when a change is done on the SS project site. These are not new projects and I am one of two Admins, so I know that we did not make any changes either in SS or RM. Has anyone else had this issue or know why this…
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Resource Management with a Small Team
Hello everyone, I am currently in the middle of configuring RM for the IT team I work with. We are struggling with getting this views as it seems RM is more designed to showcase groups allocation. With our team being so small we don't have a real use to group people together (i.e we have 1 network engineer and developer.…
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Maximum Concurrent Tasks
Working with a multi-family developer building multiple apartment buildings on the same project. Trying to get in front of bottlenecks in the schedule where we're expecting multiple crews in multiple buildings and end up short staffing or over staffing. For instance, Row 58 the Framer should be starting Task "Wall Framing"…