- 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
- Easiest way to "If...Then" when creating a new Resource Management project using Bridge
I'm working on my very first workflow to create a new project in Resource Management each time a new row is added to the master Smartsheet project sheet. So far, the mapping is pretty easy. However, I have a couple of fields where my end user has said, "If the cell in Smartsheet has "X", put a "Y" in a related Resource…
- Resource Management Analytics - Conditional Logic
When creating a new report in Resource Management Analytics there is no conditional logic between the filtering options. It would be ideal that when Client A is selected, the relevant Projects to Client A are displayed, at the moment all projects are displayed for all clients. I need to include client name in the project…
- Resource Management License
My entire business is on a Smartsheet Enterprise license, which includes some Add-ons (like Calendar, Pivot, DataMesh) but does not include access to Resource Management. The question I have is, can I buy a (separate) Resource Management License for my team (~5 people with full access and ~50 licenses for resources with…
- Automated Reports in Resource Management
Our team has recently moved to Resource Management by Smartsheets. I have an admin run a report each week to verify that team members have reported time for the previous week. I am receiving the requests for approval when the timesheets are submitted, but I would like an automated way to send a report to our admin once a…
