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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…
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Resource Management Plan Settings in Control Center - add Client and Project Code fields
In the Resource Management Plan Settings in Control Center, there is no way to link the Client and Project Code fields even though they are not Custom fields and part of the first 3 fields you enter when creating a new project. I can't select them in the Custom Resource Management Information Fields because they are not…
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How do I Filter Projects by Custom People Tags in Resource Management
I need to use the Schedule activity to view all project with Placeholder resource assignments. I have created a custom people tag with multi-select for all of my placeholder roles. When I navigate to schedule and then Projects, there is no filter available for custom people tag.
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Delete all available time entries in Resource management
Hi Team , I'm looking for a way where I can fetch and delete all available time entries from Resource Management preferable programmatically using python. If not I'd like to know more if there an option to do that in a different way which can help delete all time entries in one simple way.
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Task status and Completion % not syncing b/w sheet & Resource Management
Resource Management currently has a huge gap due to the 'status' and 'Completion %' not being pulled into the Resource Management 'Schedule' view, which makes it impossible to filter out the completed tasks. So, if one wants to do the resource planning for only the incomplete tasks, they will have to duplicate their…
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How do I programmatically update Start Date, End Date, Duration and Allocation %?
Hello everyone, I am working with the python smartsheet SDK, and I am experimenting with a smartsheet connected to Resource Management, which comes with a number of default columns - few of them are Start Date, End Date, Duration and Allocation %. I see in the Python API documentation that these 4 columns are not allowed…
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Resource Management People Export - ability to automate exporting the people list
It would also be extremely helpful for Resource Manager admins to have an automated way to export People Data from RM. Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
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Resource Management People Export - Automated?
For Resource Manager Users is there an easier/automated way to export People Data from RM? Currently the only option available it to "Export People List" which downloads a .csv file that has to be loaded manually into downstream/dependent systems.
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Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
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Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
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"Submitted_at" in a report that can be pulled at any time
Right now "submitted_at" the time that a resource submitted their timesheet at is only located in the audit log. The audit log can only be pulled once a month and is not an advanced report that can be pulled into SmartSheet. My team would like the "submitted_at" field to be in the timesheet detail report or another…
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How to create a flag column that identifies a scheduling conflict
I am trying to create a checkbox column that gets checked when the conditions of a formula are met. Essentially, I am trying to flag a row if someone is assigned to that row who already has an assignment for that same date AND if the start and end times overlap. Example: Interpreter= John; Date= 6/1/2025; Start Time= 8:00…
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Resource levelling / capacity-driven scheduling
I've had a number of discussions with clients about the ability to level resources, which is something MS Project has offered forever. In the context of RM, where the capacity view currently just reflects task assignments based on the project schedule logic, some clients would prefer to have their resource capacity…
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Resource Management Utilization - BUG - beyond 2027
Utilization report does not go beyond 12/31/27. 1) It's going to get close to that soon. 2) We need to project hours allocated per month and this seems to be the only working report that has that capacity to put it properly in an advanced report. Also - I dont care about 2023 really anymore (good for historical stuff…