- Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
- Resource Management - Folder Structure For Analytics Reports
It would be AWESOME if we had the ability to create folders for reports on the Analytics tab in Resource Management. It would help keep that page organized v having to scroll for the reports you need.
- Resource Management: Handling of Milestones
I usually assign a resource to a Milestone (task with 0 duration), but now in RM for Smartsheet, if I do so, the resource is considered as 100% booked. Form my point of view, if I do that, that should not be the case as the duration is 0. Or am I wrong?
- Resource Management by Smartsheet is now localized in additional languages
Exciting news! Our latest release of Resource Management by Smartsheet enhances our global customer support by providing seamless language compatibility. Now supporting the same languages as Smartsheet - English, French, German, Italian, Japanese, Portuguese, Russian, and Spanish - it leverages automatic detection based on…
- Add or Sync Billing Schedules into SmartSheets Resource Management
Currently there isn't a way to add or sync billing schedules into SmartSheets for revenue projections. The revenue is only projected by the system using hours and bill rates. For projects that are not time & materials, this is not useful.
- More RM functionality should be available for synced parent-row tasks in Smartsheet
For example, the allocation %. We know that dates cannot be changed for obvious reasons, but there is no reason we can't modify allocation % since it is not bound by any other data in the project plan. Another would be Status, should that ever become a synced field between RM and Smartsheet.
- Resource Management: Reportable Client and Project Code data points
Would like to see Client and Project Code as reportable fields.
- Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
- Resource Management: Delegate Approval Permission (Time Sheets)
The ability to nominate someone to be the delegated approver for a team leaders team members should be made available on the occasion they are unavailable for a period of time (PTO or otherwise) Example: Team Leader goes on holidays for 2 weeks, delegates one of their team members to approve time sheets for the team while…
- Add multiple Bill Rate lines
By adding more than 1 bill rate line, Project Managers can compare billed rate versus cost rate for financial projections.