Resource Management FAQs
Can a user be part of multiple instances of Resource Management? Do they require a license for each instance?
Yes, a user can be part of multiple instances in Resource Management. Each instance requires a license.
Can multiple Resource Management plans be merged into one instance?
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.
How do changes to the start of work week setting impact existing assignments?
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.
What happens when you archive a project?
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.
Can you create task dependencies in Resource Management?
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.
Why do some assignments show up in gray on the schedule?
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.
How many options can I select to display under resource names on 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.
Is it possible to force a category to be specified when tracking time?
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.
Why is confirmed but unapproved time included when calculating incurred time?
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.