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 isn't possible at this time; users 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 and reconnect to the new instance.
How do changes to the start of the work week setting impact existing assignments?
Existing assignment dates can't be automatically changed, but availability and utilization calculations reflect changes in weekend days (for example, when the weekend shifts from Saturday-Sunday to Friday-Saturday). In that example, Fridays are considered unavailable, while people are 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 need to unarchive the project, remove the past assignments, and then archive it again.
Can you create task dependencies in Resource Management?
No. Resource Management is intended for high-level assignment tracking. Use Smartsheet 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 appear in a lighter gray when the filter criteria exclude them. 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 number of metadata options that can be selected to display on the schedule. However, best practice is to select only the must-have fields, so the 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 time tracking increments section of Account Settings. When checked, users are required to select a category before entering time. Itemized hours and minutes must be selected as the time-tracking increment 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. However, the report's filters can override this default.
How do I get started with Resource Management?
- Resourcing Admins, Portfolio Editors, and Project Editors can connect a sheet already created in Smartsheet.
- Open Resource Management from the Navigation Bar, and follow the onboarding guide.
- If you’re already using Resource Management, in the top-right, select + Import work from Smartsheet. Follow the steps.
- Check out Get started with Resource Management.