Resource Management

Resource Management

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Calendar App with Date Range Issues

Hey everyone. The Smartsheet Community has been so helpful through the process of building a solution to manage our workforce and the hours on our jobs. We are looking to expand our functionality to include a calendar view, but fear all the work we've done will need to be undone in order to create a usable calendar view for our PM and Technicians to view their projects in a helpful calendar fashion as opposed to the data driven I-Chart we developed. The key obstacle is that the columns, even though they have date headings are NOT Date columns they are Text/Number columns, so, to reference the attached picture, the calendar view and/or resource management doesn't have a date to reference that 10 hours are being worked by Daniel, Ali, and Osmond on 4/2/24 for Job# CR144766 at the Fuquay-Varina Middle School. Anything that folks can offer to point me in the right direction to help our PMs would be huge. Thank you all so much!


Answers

  • Community Champion

    Hi Justin! Do you have any advanced applications or are you working with just Core Smartsheet?

    Looking at what you have here, I would love to get on a call to discuss your needs and pain points. 2 of the tags you referenced are other applications (Calendar App and Resource Management). Depending on what you're trying to do I might suggest a different structure or some helper columns.

    Let me know how I can help!

    Joe Goetschel | Associate Director, Smartsheet

    CrossCountry Consulting - Smartsheet Platinum Partner

    Email me!

    "The only real limitation of Smartsheet is the level of effort required to achieve your goal."

  • Community Champion

    Hi @justin.edge

    I hope you're well and safe!

    Yes, one way is to develop another structure, but we could also use a so-called helper sheet and connect the data to show it in a calendar view.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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