Stop people from tracking to a project when an hours or fee budget is exhausted
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!
Best Answer
-
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!
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!
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.
Answers
-
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
-
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
-
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!
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!
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.
-
Thanks for confirming @Andrée Starå ! I will submit the product idea.
-
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!
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.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.4K Get Help
- 424 Global Discussions
- 221 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 144 Just for fun
- 61 Community Job Board
- 463 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 300 Events
- 39 Webinars
- 7.3K Forum Archives