Stop people from tracking to a project when an hours or fee budget is exhausted

beverlyjosie

Hi Community!

Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project?

The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just missing something obvious or if this isnt a feature.

Thanks!

Andrée Starå

Hi @beverlyjosie

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Did that work/help?

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!

L_123

you can lock rows based on a variety of criteria. you can add a helper checkbox column hidden in the background that uses a conditional to flag itself, then use that as the criteria for one.

https://help.smartsheet.com/articles/2479236-trigger-blocks-define-when-your-workflow-is-executed

beverlyjosie

Thanks for responding to my question @L_123 ! However, this does not answer my question. I was asking if there was a specific way to block tracking in Resource Management, not in Smartsheet.

If I were to lock a row in Smartsheet, the project and its budgeted hours or dollars would still be available to track towards in Resource Management.

Thanks!

B

Andrée Starå

Hi @beverlyjosie

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Did that work/help?

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!

beverlyjosie

Thanks for confirming @Andrée Starå ! I will submit the product idea.

Andrée Starå

@beverlyjosie

Excellent!

Happy to help!

✅Remember! 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!