- Assignment of Exclusive Resource
Please pardon this newbie question. What is the best way to create list of workers - that will not be part of the Smartsheet user team - that can be treated as resource, whereas when assigned to a particular activity, cannot be assigned to another within the same period (week) until the previous assigned one is completed…
- Resource Management Capacity View - Exclude Placeholders from Total Capacity
In Resource Management, the new Capacity view shows "Total capacity" and "Scheduled" hours. The scheduled field correctly shows the number of hours assigned to projects. However, the total capacity field includes the total hours of real staff PLUS placeholders. Because we use placeholders in projects to indicate needs that…
- Track time in Resource Management by task, not by project overall
Is this possible? Am I missing something obvious? It seems in Resource Management we can only track time to the project and not to individual tasks within the project. I'm trying to solve an issue for a team within our org and they actually came to us after finding a preview of the Time & Expenses feature in RM, which…
- How do I find the ID of a Custom Field?
I am setting up a Bridge integration to pull a utilisation report from RM. The report i'm building needs to among others include filter on a custom field. In the configuration panel it tells me I need to add the ID of the custom field. Running the workflow with all the rest of the filters works as expected, so the issue is…
- Is it possible to pull data from rm.smartsheet.com to smartsheet.com automatically?
Hi, We're trying to automate reporting, to prevent having to manually download data from rm.smartsheet.com and edit in different programmes e.g. googlesheets. Is it possible to automatically pull data from rm.smartsheet.com into smartsheet.com, which then feeds into a project dashboard in smartsheet.com? The only benefits…
- Managed Resources Error When Allocating to a Plan
Hello, We've added managed resources to Resource Management - they are clearly visible They are also clearly visible in our Smartsheet Account. The Smartsheet plan in question is linked to Resource Manager and is visible there. We can allocate the projects to Managed Resources in the Resource Manager Schedule View When we…
- Unique IDs for time entries in Resource Management
Provide unique IDs for time entries in Resource Management so time entry exports can be referenced against each other.
- Bridge by Smartsheet: Resource Management trigger
Hello, I am trying to create a workflow in bridge between Resource Management (to pull actual approved hours) and Smartsheet. There are not clear instructions on the different types of modules for the Resource Management step. For instance, I can get my workflow to run correctly IF I have a Smartsheet setup first (which…
- Bridge workflow - unarchive a Resource Management Project?
I can see in the Bridge RM integration options where I can create, get and update an RM project. Also, within the update, I see where I can archive a project. However, I don't see that I can unarchive a project in the Bridge RM integration like I can through the RM user interface. Is it possible to unarchive an RM project…
- Why is Resource Management Synchronization showing up on my activity log?
Hi all, I just noticed that my activity log is showing that Resource Management is syncing with an API, but I never set it up to do so nor do I even have access to RM. I noticed this on my other sheets as well. Can someone tell me how this is happening? Thanks! Brad
