Applies to

Resource Management

Capabilities

Who can use this capability

Resourcing Administrators, Portfolio Editors, and Project Editors can edit custom fields and tags on a project.

Transfer time from one project to another

You can transfer historical time tracked from one project into another.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators, Portfolio Editors, and Project Editors can edit custom fields and tags on a project.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

To transfer historical time tracked from one project to another, you can gather the total amount of hours for each person in the first project and create a new project. In the new project you will add each person with the total number of hours they worked in the old project and change the date in which they worked on the project to a date in the past. 

Alternatively, you can tag projects with the same custom field or tag, so when you view the schedule or reports, you can filter to see data associated with all projects with that tag or custom field.

 

You cannot merge projects in Resource Management.