- Applying a formula when a filter is applied
Hi! I am building a team monthly capacity tracker. Right now, it's all in one sheet and I have filters set up based on the 'Owner' column, so each team member can view and update only their projects and activities. I have a formula summing up team capacity each month at the bottom of the sheet. Is there a way to carry over…
- Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
你好,我们正在帮助一个定制的er with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
- Official Holidays in Resource Management
Hi, I'm working on including projects and resources from other countries in the resources management tool. Official holidays vary from one country to another so the holidays section is tricky to use to account for holidays. How would you navigate this challenge? how can I enter holidays for each country? thanks!
- Resource Management Allocation Percentage
We are using Resource Management for capacity planning of stations rather than people. The way that the allocation is set up as a % of day, or hours per day does not align with the way we should schedule. Ex. 8 hour day, task requires 12 hours. Schedule in resource management would show this as 75% over two days or 6 hours…
- Resource Management Projects - Previous Hours
Hi there! Is there a way to add existing hours to a project? We used a different time tracking tool and have switched to Resource Management. I'd like to add the existing hours to projects that we moved over to Resource Management. Thank you!!
- Identify tentative assignments in export of underlying data for Resource Management
In Resource Management, there is the ability to indicate a Status on an Assignment. There are different Stages (Planned, In Progress, Done) and you can define specific Status within each Stage. But other than using this to visually see the status of an assignment, it doesn't appear to be used anywhere else - i.e. you can't…
- Delete Project and Remove from Resource Management
There needs to be a method to completely delete/remove a project from Resource Management without the need to manually remove all the associated tasks one by one. When deleting a Sheet, that sheet should also be deleted entirely from Resource Management with a confirmation step that this action cannot be reversed.
- 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!
