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Global/Regional Holidays feature
Dear Smartsheet Product Team, We would like to request enhancement to Resource Management (RM) to improve its functionality for global teams: Country-Specific Holidays Currently, any holiday added in RM applies to all resources company-wide, with no option to assign holidays to specific countries or groups. This limitation…
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Resource Management - Regarding Trial Users
I have a question incase if I signup for resource management which has a trail period of 30 days. And if I add my colleagues to it . Will they also be able to access it only for 30 days only? Also even after I have added them to my plan can they also create a separate one for themselves? Kindly guide me on this one
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Schedule > Capacity view missing 1 of our disciplines
Today I noticed that the Capacity view under the Schedule section is only showing 19 of our 20 disciplines. I checked all of the filters on the left side of the page, but they are all set to "All". Any ideas what might be causing this? I'd rather not use up 1 of our Pro Desk sessions to figure this out.
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Linking Smart sheet columns to a Resource Management Project Cutoms Fields
I would like the ability to automatically update values in Resource Management custom fields from values in a Smartsheet sheet either a column or in a Summary field. Examples of how this could be used:. In smartsheet I have a portfolio Priority calculation sheet. I would like the priority calculated in the priority column…
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Resource Workload Tracking
Is there a way to take the expanded view (I think it's called Workload schedule) of Resource workload tracking and embed it on a dashboard? I do not have the additional premium app of Resource Management but am looking for ideas for how to see my portfolio of projects with all resources assigned. I have turned on workload…
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Account for Budgeting Future Expenses in Resource Mgmt
This relates to Resource Management. I'd like the ability to add a date with the budget amount to future expenses. The budget amount is entered in the Project properties but not the dates in which you anticipate them to occur. If you add them to future Expenses (via the My Work -> Time & Expenses), it still counts them as…
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Resource Allocation and Tracking
Good afternoon community, We are in the process of rolling out Control Center and Resource Management. I am curious how everyone is tracking their resource times, availability and allocation? For example, we are dedicating 35% of an FTE's time (outside of the PMO,) to project time. Currently, we are forecasting our task…
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Re assign task midway thru
I have a task that started in Sept and ends in Feb. I need to assign it to someone else, but do not want to lose the history of the first employee. How do I do this?
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WorkApp Licensing Management: How to Proceed?
Hello all, I own a Smartsheet WorkApp with approximately 450 users. Some of these users are paid members, and some are unpaid members. In this WorkApp, there are multiple roles, all of which have editable data. I am trying to understand what happens when the unpaid users edits data. Are WorkApps workarounds for paid vs…
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Resource Manager Schedule Timeline Scale - Add Quarters
Current RM Schedule scale allows quick links for Day, Week, Month. Adjustable slide scale allows to go out further. Neither offers a quarter view for multiple months in a singular block (similar to Week).
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Project Name pulled from Smartsheet is not consistent
Hi! We have Smartsheet connected to Resource Manager using Smartsheet Control Center (2nd level blueprint/child folder). The naming convention for these projects always start with what we call a phase name, P1 or P2 etc. (i.e. - P1 - ABC Company - 1111 - Implementation). We have an issues where sometimes the P1 comes into…
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Exchange values from SmartSheet to Resource Management
Hi all, Current situation: I have a sheet with budget data (Budget YAPed column) And now I want to have this budget in Resource Management. Normally this is how I do: Resource Management —> Projects —> Select project —> Project settings —> Add budget (screen below). —> My question: Is there any possibilities to migrate…
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📣 Resource Management API Docs–Improved and on the Developers site! 💪
Hello Resource Management community! The Resource Management API is documented more comprehensively than ever in OpenAPI and available on the Developers site! Here's what's new: New Location: Please update your bookmarks! Find the docs at https://developers.smartsheet.com/api/resource_management. Downloadable OpenAPI…
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RM Advanced Reports to report in default currency, not just dollars
It is confusing when integrating RM advanced reports back into a Smartsheet build to have the currency showing as dollars regardless of whether a different default currency is selected in RM. It makes builders uncertain as to whether some underlying exchange rate calculation has been applied. The reports created should…
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Support for Multiple Regional Calendars and Work Schedules in Smartsheet and RM
Businesses working across different countries often need to account for local holidays and variations in working hours/days/weeks, neither of which Smartsheet or Resource Management currently support. Resources identified located within a given region (via the Location field in RM, or some other method within Smartsheet)…
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Target Utlization
Hi, I am aware that the resource management feature in Smartsheet allows you to run reports on Utilization, but I am trying to figure out how I set the utilization for each resource. For instance if I only want Resource A to be used at 80%, how do I set that? Right now they are defaulting to 100%.
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Use Cases for Smartsheet Bridge or AWM
Hi Everyone, I've been working to bring my PMO into Smartsheet for our documentation over the past 18 months. My team has made a lot of progress with using sheets to track assignments, out of office time, and the progress of change orders, but we're starting to run into some roadblocks when it comes to scaling our…
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Pricing Resource Management
When you add on Resource Management as a "add on" to the Business Plan, can you pay to add it to Only admins, or must you pay for all active user licenses to subscribe to the Resource Management subscription.
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Resource Management with Core Smartsheet
Hello, I'm wondering if anyone has created an application to track resource capacity across projects by month? Our leadership will not purchase the Resource Management module, and while the Resource Management functionality in core Smartsheet works well if you have it turned on in relevant sheets, you can't do anything…
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Resource Management Utilization Report Enhancement- Project Tags
It would be helpful if the Resource Management Advanced Utilization Report, Tag Filter, measured against the resources (individual & discipline) total available hours rather than against the project's allocated hours. From an organization's perspective, we are looking to understand total utilization for our teams and…