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"% Allocation", "Assigned Resource", "Task Duration" Impact to Task's End date??
I would appreciate some guidance on a common project scheduling practice in Smartsheet. Typically, resource allocation (% allocation) and assigned resources are defined before building the WBS. Task start and end dates should then be driven by both task duration and the assigned resource’s availability. For example, if…
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
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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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Using CONTAINS in a MAX(COLLECT) function
I have a schedule that has a task name column, a date column and a task type column. I am trying to build a formula (in another sheet) that will return the latest date based on when the task type is "APP" and the task name contains "GS" somewhere in the cell. Here is the formula I have come up with: MAX(COLLECT({Schedule…
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Quick way to find scheduled send reports from across multiple reports/sheets
Kia ora, Is there a quick way to discover where scheduled send reports, from a report or a sheet, have been set-up, and then modify or delete their occurrence? I have multiple project sheets on the go, and at the close of each I go in and disable all automation workflows, however I don't have capacity (or memory) to check…
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Bridge: Create Workflow Schedule State Values
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…
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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 Schedule view by department
Hello, Is it possible to get projects grouped by department like in the attached picture? I don't see where there's an option to sort by department, and from my understanding using tags for projects (i.e. creating a "Marketing Department" tag and attaching to appropriate projects) doesn't consolidate them as nicely. For…
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Can Smartsheet Resource Management Schedule be grouped by Department?
In Resource Management schedule, I would like to be able to see all of the projects each department is committed to in a timeline view. For example, I'd like to see Marketing department (projects A, B, C), IT department (projects, A, C, D), etc. It seems like I can only view by people with varying filters. Does anyone know…
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Merged: Develop the ability to add CONSTRAINT TYPES to project schedules
This discussion has been merged.
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Updating Project Schedule dates using Excel Spreadsheet (duration causing issues)
I have a schedule that is thousands of lines long. I have a .xlsx file with my unique identifier (Schedule Item #) in one column, activity description, start, and end dates in my file. My Smartsheet settings are set to automatically calculate the duration of the duration in a separate column based on the start/end dates.…
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See time and not percentage in Schedule Tab
Hello, Currently, in the Schedule tab in RM, we are seeing by default the allocation percentages of the resource. Is there a way to see as default the time per day and not the percentage? Thank you in advance, Marco
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Merged: Scheduling activation or deactivation of forms
This discussion has been merged.
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Maximum Concurrent Tasks
Working with a multi-family developer building multiple apartment buildings on the same project. Trying to get in front of bottlenecks in the schedule where we're expecting multiple crews in multiple buildings and end up short staffing or over staffing. For instance, Row 58 the Framer should be starting Task "Wall Framing"…
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Attach File on Schedule
Can Smartsheet, on a schedule, pick a file from a SharePoint folder and upload it as an attachment to the sheet?
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Is there a way to generate an alert/block on Smartsheet, in case a schedule causes overallocation?
Hello everyone, On Smartsheet, I have a workspace containing a series of sheets (one for each active project) where various resources are planned. Both on Smartsheet and Resource Management, each resource has 8 hours/day available (i.e., 1 day = 8 hours). If I schedule a resource on two different sheets, assigning it to…
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Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
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View Multi-Day Tasks in a Report Grouped by Day
I have built a scheduling tool in Smartsheet for my Team to track standard, ad hoc, training, and PTO. I have setup a report that pulls scheduling data from multiple sheets with tasks grouped by start date. I use this report to see how my Team is scheduled during a given week. Unfortunately, in this report, tasks that…
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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…
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Data Shuttle Running 5 Hours Early
Based on the log, all my nightly Data Shuttle workflows ran 5 hours earlier than they should have last night. (This may have been happening for a while and I just didn't have reason to notice.) Example: scheduled for 1900 hours, ran at 1400 hours. That's kind of a problem since the data for the day isn't all taken care of…