Stop people from tracking to a project when an hours or fee budget is exhausted

beverlyjosie
beverlyjosie ✭
inResource Management

Hi Community!

Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project?

The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just missing something obvious or if this isnt a feature.

Thanks!

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Hi @beverlyjosie<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":468,"urlcode":"resource-management","name":"Resource Management"}]},{"discussionID":100798,"type":"question","name":"Resource Management Synchronization - API","excerpt":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do, please? Thanks!","snippet":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do,…","categoryID":355,"dateInserted":"2023-02-07T17:11:48+00:00","dateUpdated":"2023-07-05T09:50:09+00:00","dateLastComment":"2023-03-03T11:08:52+00:00","insertUserID":155716,"insertUser":{"userID":155716,"name":"Nkeiruka. Aguocha","url":"https:\/\/community.smartsheet.com\/profile\/Nkeiruka.%20Aguocha","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-25T22:40:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":283,"score":null,"hot":3353635240,"url":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","format":"Rich","lastPost":{"discussionID":100798,"commentID":365400,"name":"Re: Resource Management Synchronization - API","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/365400#Comment_365400","dateInserted":"2023-03-03T11:08:52+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-02-08T21:59:45+00:00","dateAnswered":"2023-02-08T20:37:32+00:00","acceptedAnswers":[{"commentID":361273,"body":"

Hi @Nkeiruka. Aguocha<\/a>, <\/p>

It sounds like the sheet you're working in is a Project Sheet that has Resource Management connected<\/a> to it, and you're using the Resource Management Panel<\/strong><\/a> in Smartsheet to sync your data. This integration will use the Resource Management API to connect the two systems. <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":null,"prevURL":null,"currentPage":1,"total":2,"limit":3},"title":"Trending in Resource Management","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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  • Stop people from tracking to a project when an hours or fee budget is exhausted

    Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project? The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just…

  • Resource Management Synchronization - API

    Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do, please? Thanks!