-
Creating daily work schedule for individual team members (from a master project grid).
Hello, I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool. The system is…
-
UnManaged Resources Filter
Resource Management needs a method of being able to globally filter out UnManaged Resources which show up by default when reviewing the people schedule. With hundreds of Unmanaged Resources showing up we need a quick and easy way of doing this.
-
Core Return Tracking
Hello, I am currently working on setting up a Core Return Tracking workspace. We plan to track all of our parts in the system by adding them to a master sheet via a form. Once a part is sold, we want the warehouse guy to be able to use a form type setup and just have to enter details on a few of the columns to update the…
-
Allow embedding or linking to workload schedule in core SS
First, I'm loving the new workload schedule in core Smartsheet! We do not own Resource Management (and it's not on the roadmap to own) and have been managing multiple sheets (one for projects, one for assignments) to track workload. While there is still a way to go, it's a good start (I do still miss the old core resource…
-
Workload tracking in Smartsheet with Parent Rows only
Hey, I'm so lost lol. I want to use the Workload tracking but read a article that allocation only worked with Child rows. My intake form doesn't have allocations. I'm trying to understand how or if this can work on a tracker with only parent rows. I also have automaton when the row is copied from another sheet for the job…
-
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
-
Help Article updates
Hello Community, We’ve created new content to highlight specific capabilities: Jira Connector Learning Track Salesforce Connector Learning Track Integrations and Add-Ons Learning Track We’ve published the following new articles: Admin Center: Manage authentication options Admin Center: Apply security settings to forms…
-
Setting Up Priority Predecessor and Automatic Task Allocation in Smartsheet
I am currently managing a project with approximately 500 tasks, and new tasks are being added every week while others are completed. My tasks are divided into three priority levels and fall into different categories: short-term one-time tasks, medium- or long-term one-time tasks, and recurring tasks (monthly, quarterly, or…
-
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…
-
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…
