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Auto login to Resource Management from Dashboards and WorkApp
While Smartsheet did recently release a method for accessing Resource Management from the left navigation, our team finds more value in looking at the "Reports" I've set up within RM. Reports that I've embedded within our Smartsheet WorkApp, as well as within Smartsheet Dashboards. Issue is, when trying to review the…
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Resource Management Alert Notification of Over Allocation
I'd like to see a notification alert when adding a contact if they are over allocated somewhere else. Currently, the heatmap at the side only shows that a resource is over allocated, yet still allows you to schedule. There should be some sort of stop mechanism so this does not occur. Having an alert that the contact we are…
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Trying to collect data from a sheet where a person assigned is one of multiple contacts
Hi, I'm trying to revise a formula and am a bit stuck on how to do it. I would like to pull resource utilization information from my Project Plan into a Team sheet (and no, we don't have the Resource Management module or Control Center at my organization). Here is an example of the current formulas I'm working with:…
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Request to add task assignment filter to the Smartsheet Resource Management Reporting module
I currently can only see the total hour assigned to a resource on a specific day. I would like to have it broken down even further to see what tasks and the hours associated with each task. Then I can create reports to share out to team members and team managers so they know what tasks are being worked on over a specific…
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Multiple assigned to with different workload
Hello, I want to assign different workloads to people who are members of projects, but I am unable to figure out how to do that. For example I would like to set up: Project A has 2 members: Member A with 5% capacity Member B with 15% capacity thanks in advance
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New to Resource Management, a few issues
Hi, I have previously used the enterprise-level workload tracking, and we just activated full RM. Two specific problems, maybe someone can point me in the right direction. 1) when I click 'Track Workload' in the popup tab for Resource Management (within a sheet) I get the 'thinking' spinner just running forever. I have to…
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Import and connect projects in Resource Management to Smartsheet is now available!
Hi community! You can now seamlessly import in-flight projects from Resource Management into a specific destination in Smartsheet to streamline how work gets done. Learn more. Environments availability: Commercial US Commercial EU Plan availability: Available to Smartsheet Business Plan customers and above who have added…
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Resource Management - Date View
Hi all! We used to have an option at the top of the Schedule View on Resource Management that allowed us to quickly jump from week to week/month to month (green box in screenshot). It now looks like we need to click the arrow (red box in screenshot) multiple times in order to scroll through all the dates. Is there a way to…
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Resource Manager - On schedule view allow a rolled up view of effort per project
On using the schedule view, allow a rolled-up view of effort per project, rather than limiting this to a view by task. With users who are working on multiple projects at one time, the current view becomes a mess and is difficult to follow
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How can I change the Schedule to view at a project level not task level?
In Resource Manager, I'm looking for a Schedule view or a Report that will show me people, the projects they are working on and the allocation on that project, but I would like the view to exclude the task level. The basic Schedule view of People and Assignment Details would work well if I could find a way to remove the…