Can Projects added in Resource Management be automatically on a Smartsheet report?

summetg
summetg ✭✭

Hi there,

We have a custom solution build where we provision projects through a SCC blueprint, providing us a project toolkit and automated link to Resource Management with capacity integration. I am wondering, is it possible to have this also work the opposite way where we create the project in Resource management and link it to this same report. For example, if the IT Networking team has on-going projects provisioned via control center which end up on a "roll-up" sheet, we would also like add projects there via Resource Management and effectively rollup into reports and dashboards. This would also include being able to update dates and statuses.

Any insight would be helpful

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@summetg

    No, I don't believe this is currently possible between Resource Management and Control Center. It would be helpful if the Product team could hear about your use-case and this scenario so they can take this into consideration when developing new features; if you have a moment,please fill out this form.

    I would also suggest contacting your company's Customer Success representative to discuss the ways that you can combine Resource Management and Control Center.

    Cheers,

    Genevieve

  • summetg
    summetg ✭✭

    Thanks Genevieve - we were recently part of a SCC session as well and will raise this to our CSM in more detail

Hi @Matthew Drake<\/a> <\/p>

There currently isn't a way to overlay an Outlook Calendar on top of a Smartsheet Calendar; you can do the reverse, publish dates from Smartsheet into Outlook.<\/a><\/p>

Please provide your feedback to the Product team through this form, here.<\/a><\/p>

Thanks,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":[]},{"discussionID":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-08-25T19:03:11+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":156788,"lastUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":566,"score":null,"hot":3347530651,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":392652,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392652#Comment_392652","dateInserted":"2023-08-25T19:03:11+00:00","insertUserID":156788,"insertUser":{"userID":156788,"name":"Chris Broughton","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Broughton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p0HeqRqVoXw!8_nRN9ijwLw!lUie_n6pld_","dateLastActive":"2023-08-25T18:59:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":66594,"type":"question","name":"Is there a way to use OR in a Dynamic View filter condition?","excerpt":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","snippet":"In a View, I can create a custom filter that selects where the Project Lead is \"Mike\" but I want to also say \"OR Debbie.\" Is that possible? It looks like I can only choose AND.","categoryID":343,"dateInserted":"2020-03-09T22:27:57+00:00","dateUpdated":"2022-06-14T14:36:49+00:00","dateLastComment":"2023-08-23T08:56:50+00:00","insertUserID":34501,"insertUser":{"userID":34501,"name":"MikeChambers","url":"https:\/\/community.smartsheet.com\/profile\/MikeChambers","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/CT5AV825MQ3E\/nG12D47VYRO8A.jpg","dateLastActive":"2023-03-05T01:19:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":438,"score":null,"hot":3276579287,"url":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/66594\/is-there-a-way-to-use-or-in-a-dynamic-view-filter-condition","format":"rich","lastPost":{"discussionID":66594,"commentID":392055,"name":"Re: Is there a way to use OR in a Dynamic View filter condition?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392055#Comment_392055","dateInserted":"2023-08-23T08:56:50+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/814\/KBHVAAPJ5RYA.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"OR.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2020-03-12T17:06:46+00:00","dateAnswered":"2020-03-12T13:01:18+00:00","acceptedAnswers":[{"commentID":242817,"body":"

You are more than welcome!<\/p>

Glad to hear that it worked for your present use-case. <\/p>

Remember! <\/strong>Did my post help or answer your question or solve your problem? Please help the Community by <\/em>marking it as the accepted answer\/helpful<\/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":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":643,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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