-
Resource Manager Advanced Report Field export selections
It would be nice to have the ability to select which fields we want to have exported to SS automatically vs. ALL of them. With the 500K size limit on sheet sizes and 68 columns of data getting saved automatically from the RM Advanced Reporting, we will be hitting size limits. Of the 68 columns of data, we may really only…
-
Resource Manager Advanced Reporting Schedule
Would like the ability to edit the Advanced Reporting schedule in RM other than just from manual to automated. We need the ability to adjust the run schedule to different days and times and specify Time zone. The only current way to do that is to create an entirely new Advanced report at the exact time you want it to run…
-
Resource levelling / capacity-driven scheduling
I've had a number of discussions with clients about the ability to level resources, which is something MS Project has offered forever. In the context of RM, where the capacity view currently just reflects task assignments based on the project schedule logic, some clients would prefer to have their resource capacity…
-
Resource Management Utilization - BUG - beyond 2027
Utilization report does not go beyond 12/31/27. 1) It's going to get close to that soon. 2) We need to project hours allocated per month and this seems to be the only working report that has that capacity to put it properly in an advanced report. Also - I dont care about 2023 really anymore (good for historical stuff…
-
Resource Management - Date Range end of Contract
The time frame should include a pre-existing option for "through end of project" (specifically for utilization)
-
How do I manage part-timers in Smartsheet so the data is synced accurately to RM?
In Smartsheet all team members are treated as full-timers but in Resource Management individual members working hours can be configured via profile account settings. In Smartsheet we have added an 'estimated hours to complete a task' column that is converting into Allocation %. The Allocation % column is then pulled…
-
Resource Management - Project Efficiency
I think the best option for our Payor Relations team would be resource management and creating projects however I dont know exactly where to even start. I've downloaded templates and watched many videos and it leads me down a rabbit hole. We offer services to around 250 practices and renegotiate their rates every few…
-
I need to Sum a column from a reference sheet and display the number in my primary sheet
I am attempting to build a column formula that generates the sum of hours for a given phase (task). This is an interaction of our Main project grid and the Timesheet grid (it is one of the advanced reports Resource management offers) from Resource Management. Our main project should display the number of hours incurred for…
-
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…
-
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…