- Uploading Attachments within RM Time & Expenses Tab
Customers would like to use RM for time and expense tracking. A lot of times, customers are required to submit invoices/receipts to support their expense submission requests. However, within RM their is no ability to do this. My idea is there should be a button within "Add Expenses" that allows for supporting document…
- Visualize Workloads Across Teams with the New Capacity View in Resource Management by Smartsheet
Hi Community, The new Capacity View experience lives on the Schedule in Resource Management by Smartsheet. It's one view for resource, project and portfolio managers to monitor capacity and bandwidth across all their teams so they can plan, manage and allocate resources more efficiently. You can access this new view by…
- Finding a Smartsheet Contractor
I'm looking for information on how to find Smartsheet contractors to set up a complex project with dashboards and reporting as well as train our team, document the process, etc. Is there an existing discussion on this topic? I'm looking for any available guidance that anyone may have to offer. Thanks!
- Resource Management by Smartsheet: Auto Sync on Sheet Save is now live!
Hi Community, Auto Sync on Sheet Save dramatically simplifies how customers use Resource Management and Smartsheet together! With this update, you no longer need to manually click the Add, Update or Update All buttons in the Resource Management panel when making resource changes in their Smartsheet project sheet. Instead,…
- Best Practices for allocating resources in Resource Management?
Hello, We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resource…
- New Report in Resource Management - employee utilisation
Hiya, I would like to be able to generate a report from 10K ft that shows the total resourced time, broken down per month and by each employee, on a specific client/brand. So ideally you select the client and then down on the left hand side will be a list of employees and their role and along the top axis will be the…
- Managing Different Workings Days
The idea would be to be able to manage working days according to specific groups of employees. Some of our manufacturing technicians work during the day, some during the night and some in the week-end. This option would either let you create a group of workers and assign them a specific work schedule OR when you create…
- Resource Management Currency and Date Format for UK customers
On setting the Currency and Date Format to United Kingdom the Date format does NOT display in UK format. It remains showing US Date format. Please resolve.
- Combining Sheets
Hello Community! Wondering if anyone out there has any best practices for combining a project plan and a resource plan into one sheet. Is this an option? Would that sheet then be able to have the same functionality and link certain cells / info back into Resource Management? Right now, they are two separate sheets, but our…
- Resticate access for Managed licensed users.
Hi team, In our organization, I pool out allocation reports for every month which I used for monthly billing and financial work. So at the last of every month when I generate the report that time I am aware of everyone not to change any allocation without my permission, but here number of project owners we have, we couldnt…
