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I need to run an external report from our ATS software & merge it to smartsheets with automations
I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly &…
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Workload in Smartsheet
For clarification: What are the license requirements to see the Workload heatmap in a Smartsheet project plan ? I was under the impression that a project manager would NOT need an RM license to see this ?
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Remove sheet name from workload schedule
Hello, I think I know the answer but wanted to ask. Is there a way to remove the sheet name from the Workload Schedule in core Smartsheet (not in the Resource Management application)? From what I can see you can only view the workload schedule for the sheet you are in, so having the sheet name in the view is redundant. My…
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Publish new workload schedule for dashboard?
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…
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HeatMap & Workload tracking Permissions
Current Unmanaged users can see all assignments for the resources they type into the Assigned To column by then viewing the Workload schedule. This contradicts the security permission available in Resource Management ie Portfolio Editor which provides a level of security for resources only having visibility of projects…
