Reports don't store information; instead, they provide a view of the information stored on one or more source sheets....
Reports don't store information; instead, they provide a view of the information stored on one or more source sheets....
Track only what you need, make good decision-making easy, and use reports for strategic adjustment.
Track only what you need, make good decision-making easy, and use reports for strategic adjustment.
An efficient way for users to view information tailored specifically to them is by creating a report that utilizes the Current User filter, such as a ...
With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. You can cons
You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....
With card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like: Which tasks a...
Brandfolder Reports are standardized reports that can be delivered to Organization level Admin users with Insights enabled on their accou
As an Admin you can see the activity feed for your Brandfolder.
An efficient way for users to view information tailored specifically to them is by creating a report that utilizes the Current User filter, such as a ...
You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....
Asset Score uses nearly all of the event-related data Brandfolder tracks to create a normalized score between 0 and 100.
Brandfolder Insights is a feature that allows users to see which assets are performing well, how they're being used, and who's using them
As an Admin you can see the activity feed for your Brandfolder.
Brandfolder Reports are standardized reports that can be delivered to Organization level Admin users with Insights enabled on their accou
With card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like: Which tasks a...
To create a portfolio view, you need: Your source sheets....
With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. You can cons
Analytics & Reports collect data from budgets, people, and time.
Create and manage reports
You can add rows from multiple sheets into one report with a row report....
On a new report, the source sheets selection window is open by default....
When you build a report, you first select the source sheets. Next, you select the columns. At the top of the report, select Columns....
When you build a report, you first select the source sheets. Next, you select the columns. At the top of the report, select Columns....
Your report's filter is comprised of multiple filter groups, which contain the conditions that rows must meet....
Your report's filter is comprised of multiple filter groups, which contain the conditions that rows must meet....
You can group your data to combine similar values, this way rows are organized into logical categories.
You can group your data to combine similar values, this way rows are organized into logical categories.
How your data will be sorted depends on its data type....
How your data will be sorted depends on its data type....
Select the Summarize tab on the toolbar to open the Summary settings. Choose the fields you’d like to summarize. Select how you’d like to ...
Use approval-based filters to view time entries based on their associated approver or approval status....
Select the Summarize tab on the toolbar to open the Summary settings. Choose the fields you’d like to summarize. Select how you’d like to ...
Use approval-based filters to view time entries based on their associated approver or approval status....
Report data can be exported in two ways, via the Export menu or via Request Underlying Data....
Your reports stay connected even when column names in underlying sheets have changed.
Share reports to keep your team informed about who's working on what and when.
You can export data from Resource Management and use it to create pivot table reports.
Save your reports and go back to them whenever you need to.
Your reports stay connected even when column names in underlying sheets have changed.
Save your reports and go back to them whenever you need to.
Share reports to keep your team informed about who's working on what and when.
Report data can be exported in two ways, via the Export menu or via Request Underlying Data....
You can export data from Resource Management and use it to create pivot table reports.
Time and fees reports show project progress and compares your actual time and fees to scheduled time and fees.
Expense reports show non-labor related project costs.
Utilization reports show billing efficiency for a person, department, or organization within a defined time frame.
Budget reports show how much time or money has been incurred on a project and how much remains.
Time and expense tracking
Your Resourcing Administrator sets how you track time in Resource Management; you'll use one of the following ways:
1/2 day tracking: Design...
If your account uses itemized time tracking, day view allows you to track time for m
If your account uses itemized time tracking, day view allows you to track time for m
Reporting expenses helps budget and track project-related hard costs.
Reporting expenses helps budget and track project-related hard costs.
All licensed users can submit time for approval.
All licensed users can submit time for approval.
You can submit expenses at any time, though you may want to follow your organization's schedule (daily, weekly, biweekly, etc).
Determining bill rates
When you set your bill rates, consider the following:
Cost of work: This includes staff salaries and benefits, as well as ...
Use the workload heatmap and workload schedule directly in sheets to view who is available and address resource over-allocations.
In order to use the workload tracking features, you must have a Smartsheet Business or Enterprise plan OR if you have a Resource Management plan, all ...
Phase integration is available to users with a Smartsheet Business or Enterprise plan....
Tracking non-billable hours lets you record hours without an impact on the fee budget.
You can track time for all licensed users on your account.
Resource Management captures rates and budgets to provide a tool for measuring how billable hours map to project budgets.
Phase integration is available to users with a Smartsheet Business or Enterprise plan....
In order to use the workload tracking features, you must have a Smartsheet Business or Enterprise plan OR if you have a Resource Management plan, all ...
Use the workload heatmap and workload schedule directly in sheets to view who is available and address resource over-allocations.
Determining bill rates
When you set your bill rates, consider the following:
Cost of work: This includes staff salaries and benefits, as well as ...
Set up an internal project to see your team’s vacation time taken versus how much time off they're allowed to take.
Tracking non-billable hours lets you record hours without an impact on the fee budget.
Suggested hours on timesheets show your team their budget of time for the week
You can track time for all licensed users on your account.
In Resource Management, you can track time in three different ways.
Resource Management captures rates and budgets to provide a tool for measuring how billable hours map to project budgets.
Create the default bill rate matrixThe default bill rate applies to everyone in your organization....
Choosing the best method to track time in Resource Management helps get the most out of your projects and provides the reporting detail y