Viewing team capacity over time

EliseL

I am trying to see my team's capacity over multiple projects for each week to see who will have capacity to take on new projects. In the past I've done it by hand to look like this and I know in my mind the demands of each phase for a given project. This is quickly becoming unsustainable as we grow.

I have a task list for each project in smartsheet with the person responsible assigned, and we could add a % of capacity column where it shows how much of a person's capacity the task will take on those days. I was hoping to have a report that pulls in tasks from each sheet, grouped by person and sum of % capacity.

The part that is tripping me up is how to see it per week or day? Any ideas?

Genevieve P.

Hi @EliseL

This is a very similar view to what is created automatically in Resource Management. Here's more information:

Resource Management by Smartsheet

https://www.smartsheet.com/platform/resource-management

Resource Management by Smartsheet gives organizations visibility into their people so they can schedule work, monitor workloads and forecast hiring needs.

If you don't have access to Resource Management, then yes, you could use a Report to look across all your Project Sheets and then Group by the person, as long as the person is in a single-select column. If all your project sheets are Gantt, you can display the Report in Gantt view as well.

Cheers,

Genevieve

EliseL

Thank you Genevieve, I unfortunately don't have access to Resource Management. Thanks for your advice