-
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…
-
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…
-
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?