- Automated Project Phases in Resource Management?
We currently have resource management tied to our Smartsheet Core project plans. We have parent rows that indicate phases in the project. When I go into create a project, it seems like there's no way to have the project phases line up with Smartsheet Core unless I manually create each project phase for each project on…
- Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
- Resource Management: Clear Suggestions - Ability to turn this feature off.
In resource management, It would be great to have the ability to turn the suggested hrs off. Ideally at a project level. For some teams it may be useful, however for others its a burden as the allocations are mostly incorrect. If someone is across more than one project, e.g. working on "client A" Mon + Tue (40%) and…
- Resource Management: Regional Public Holidays
Official Public Holidays in Resource Management are not helpful when team members work across different states or countries. The ability to define Public Holidays based on team member location (automatically would be best) is needed. The Location of each team member is defined in their profile. Use this to update the…
- Synchronise Team Member Availability between Resource Management and Smartsheet
I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.…
- Improve Accessible Navigation in Resource Management
In the last week or so I discovered a bug in the Project Description text box that only allows the user to move the text cursor with the left and right arrow keys on the keyboard. Smartsheet support have informed me this is by design (I am quite surprised to hear this), as I understand most text boxes on websites allow for…
- Start/stop buttons for timekeeping?
Hello! I am curious to know if anyone has a solution for stop/start buttons to record team members' time toward projects in Smartsheet outside of Resource Management. This is for a small team without access to any premium apps. When a new project is set up, it is added to a master Project List sheet, and manually added to…
- Portfolio Management: Team member part-time availability on Projects
我需要能够设置兼职的可用性or a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
- Resource Management: Email Saved Analytics Report on a specified schedule
The reports should be able to be emailed to recipients on a specified frequency. This could be helpful for updating project stakeholders on time recorded in the last reporting period (i.e. weekly)
- Status field in RM should be synced to Smartsheet and vice-versa
Some conventions and mapping should be put in place to make it possible for those who want this functionality.
