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Cloning previous week timecard
Introduce a “clone previous timesheet” capability in SS Resource Management (Time Tracking), allowing users to copy an entire past week’s time entries—including project allocations—as a starting point for the current week. This would reduce manual effort and improve efficiency, especially in cases where work patterns…
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Claude Connector for Resource Management
Claude Connector for resource management would be incredibly impactful! In my org, we struggle with consistent time tracking and do a lot of manual data analysis based on resource management exports. Claude would reduce the manual labor on both ends and improve our resource management processes significantly
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RM View in a Workapp
Hello, I'm currently trying to build out a solution for my project planning team and using workapps to provide visibility to all the information they need to see when planning out the incoming projects. I want to include a view on my workapp so the planners can see what projects are in each program currently and what…
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Track changes in Resource management for Smartsheet
I would love to see the highlight changes feature be expanded from base Smartsheet grids/reports to RM for Smartsheet, specifically schedules, to easily identify where dates have shifted and availability has been impacted.
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Resource Management Advanced reports grouped by month should include Month or Month/Year as a column
Resource Management Advanced reports, when grouping by month, should include Month or Month/Year as a column. I tested both grouping by week and by month (both options for group by), and they produce the exact same output advanced report data even though the report inside of the RM module shows YYYY/MM grouping. The Time &…
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Possible Bug? Budget Report Excluding Current Week (Unapproved) Hours
I’m seeing what appears to be a gap in the standard Budget Report within RM and would like to confirm whether this is expected behavior or a defect. When viewing a project and running the out-of-the-box Budget Report from the left sidebar, it uses the default filters: Entry Type: Future, Confirmed Approval Status:…
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Report for Non-Aggregated Days
Our contracting companies submit invoices monthly, and the invoice dates reflect the actual calendar dates worked. However, in Resource Management (RM) and Advanced Reporting, time data is aggregated by week. When I filter for January 1–January 31, the system returns data based on the week-ending date. As a result,…
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Resources in sheet
can a sheet be limited to users in my circle so that not all TFS users show up?
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Not allowing setup
I select a sheet to setup in resource management and it is greyed out. Wont let me select a sheet and set up anything.
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Resource Management Calculation
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…
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Add to user list
Hello. I don't have the "add user" link in the "User Management" page of my Smartsheet Pro Plan. I am the administer on the account. I want to add a few outside people who can view files in my workspaces. What is the best way to do this?
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Allow Managed resources a view only access to schedules
Resource management for smartsheet is a great tool for resource managers, but individual contributors do not have visibility of their own or their colleagues workload in a visual way as per the legacy view. Our team will often work internally to resolve deadline clashes or over allocation and this is made difficult when…
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Allow early completion of tasks to effect available hours in RM
Our design team often complete tasks earlier than scheduled and although the task in the plan or timeline will be set to complete, there is no way to see that the individual now has additional availability without changing dates within the plan. We don't want this to effect subsequent tasks or dates, just flag as a visual…
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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…