Resource Management FAQs

Yes, a user can be part of multiple instances in Resource Management. Each instance requires a license. 

This is not possible at this time - users will have to be exported from one instance and invited to the other. Projects can be exported at a high-level (not including time tracking and assignments) and reimported via the bulk upload tool. If you use Smartsheet, the best practice is to disconnect the projects via the integration panel, then reconnect to the new instance. 

Existing assignment dates will not be automatically changed, but availability and utilization calculations will reflect a change in weekend days (e.g. the weekend shifting from Saturday - Sunday to Friday - Saturday). In that example, Fridays would be considered unavailable while people would be shown as available on Sundays.

Archiving a project removes all future scheduled work but retains past work for data integrity. If you want to remove past work, you should unarchive the project, remove past assignments, and then archive the project again.

No. Resource Management is intended for high level assignment tracking. Smartsheet should be used to track more detailed project plans, including task dependencies and then use the RM Panel to sync those dependent tasks with assignments in Resource Management.

Assignments are shown in a lighter gray when the filter criteria selected filters them out. They aren’t omitted from the display and are shown in a different gray to provide context vs. potentially showing gaps in the schedule.

There is no limit to the amount of options of metadata are selected to display on the schedule. However, best practice is to  only select the must-have fields, so that schedule view is easily readable. 

Yes, there is an option to require category entry when entering time. This is found in the increments of time tracking setting section of Account Settings. When checked, users are forced to select a category before they can enter time. Itemized hours and minutes must be selected as the time tracking increment in order to use this feature.

The Incurred Hours and Amounts setting in Account Settings is used by default when calculating incurred time. The default can be overridden by the filters chosen in the report, however.