Resource Management tab not showing up in sheet (2024)

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jjesmith ✭✭✭✭

03/14/23 edited 07/05/23 in Resource Management

I have been able to do this before so I'm not sure what I'm missing this time. I have created a sheet that I am the owner for and it is in a workspace where I am an admin. It is a sheet that I want to add Resource Management to. When I try to edit the Project Settings that Resource Management tab is not showing up. I have the start/end date columns, % Allocation, Assign to from a list. When I check Dependencies Enabled - that Resource Management tab does not show up. I'm not sure if it is because I'm not logged into Resource Management on the side bar. If this is the reason, I'm unable to login, can't reset my password - no notification is sent to me once I click reset my password.

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Resource Management

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Andrée Starå ✭✭✭✭✭✭
03/21/23

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Hi @jjesmith
I hope you're well and safe!
If you haven’t already, I recommend submitting a support ticket through the new Smartsheet Support Portal.
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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See Also
Resource Management: Panel Integration
Genevieve P. Employee Admin
03/21/23

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Hi @jjesmith
Can you try signing in to Resource Management (RM) separately, outside of the Smartsheet application https://rm.smartsheet.com
Based on the last image, it looks like your login information is not being recognized by RM, meaning that it's unable to find a matching account with that email address (which is perhaps why you're unable to receive a password re-set, if you don't have an account yet).
If you don't have an account with Resource Management, then you won't be able to sync project sheets using the panel. You'll want to sign into Smartsheet with the email that has an associated Admin account in RM in order to see the options available in Project Settings.
Let me know if that makes sense!
Genevieve

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jjesmith ✭✭✭✭
03/21/23

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I have no idea what happened but the next day I tried to create the sheet again and the Resource Management tab was available. It fixed itself somehow.

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Andrée Starå ✭✭✭✭✭✭
03/21/23

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@jjesmith
Excellent!
Glad it's working again!
✅Please support the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Resource Management tab not showing up in sheet (2024)

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