Allow formulas in Assigned To when Resource Management is enabled

Brian_Richardson

Currently, with dependencies enabled the Start, Finish, Duration fields do not accept formulas. Additionally with RM enabled (including the new Resource Heatmap), Assigned To can no longer be formula driven.

Use case: when our Marketing team generates a copy of their campaign sheet, they have a number of pre-set tasks that are assigned to the Requestor. That temporary value needs to be automatically assigned to a named contact after the campaign sheet is created, and that should happen without manual intervention.

Without RM enabled, this is a simple matter of looking up the Requestor's contact information from the intake sheet using an INDEX/MATCH formula into a Summary field, then referencing that value in Assigned To.

With RM enabled, this isn't possible, necessitating a manual workaround (highlight the name and make people copy it) or a Bridge script (sweep the sheet, find the value for Requestor, find all the instances of a placeholder, and replace it).

Kyle Chipman

Critical functionality! Thank you for submitting