Calculating costs for tasks with multiple assigned reources

Hi,

I am using the following formula to calculate the effort costs for a task. It references a list of resources with allocated rates. For a task with one resource assigned, this work fine.

=[Effort (hrs)]@row * INDEX({Rates}, MATCH([Assigned To]@row, {Names}, 0), 6)

However its not good for tasks with multiple resources assigned. How can it split out each resource assigned to a task within the formula and then calculate the effort costs for each?. I know each resource name is separated by a comma.

Thanks

Simon

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Answers

  • Itai Perez
    Itai Perez ✭✭✭✭✭✭

    Hey @Simon Cowx,

    Can you please add some screenshots? It will help me understand the issue better.

    Itai Perez

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Simon Cowx

    I hope you're well and safe!

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Simon Cowx
    Simon Cowx ✭✭✭✭✭

    Sure, see below:


  • Simon Cowx
    Simon Cowx ✭✭✭✭✭

    Rate card is below:


  • Itai Perez
    Itai Perez ✭✭✭✭✭✭

    Hey @Simon Cowx,

    The only way I know how to do that is to use helper columns and have 1 name in each column, then the Vlookup will be able to find them.

    @Andrée Starå has a lot more experience than me, he might have a solution.

    Itai Perez

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂

    https://www.linkedin.com/in/itai-perez/

  • Simon Cowx
    Simon Cowx ✭✭✭✭✭

    Hi Itai, thanks for your reply, this has let me get to a solution, through also using a formula suggested in a previous thread. The formula below strips out the name from the resource list. In the case below, the second name in comma delimited list,

    =IFERROR(MID([Assigned To]@row + ",", FIND("~", SUBSTITUTE([Assigned To]@row + ",", ",", "~", 1)) + 1, FIND("~", SUBSTITUTE([Assigned To]@row + ",", ",", "~", 2)) - FIND("~", SUBSTITUTE([Assigned To]@row + ",", ",", "~", 1)) - 1), "")

    This works fine, but hopefully Smartsheet will provide a solution to pick out resource names a little more easily in the future!

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