Report of not planned resources
Hi i manage a lot of resource by smartsheet and resource management in many different projects (sheets).
Every end of the month i need to report the performed activities for any employee, but the problem is that not all the emplyees plan their own activities.
Is there a way to extract (by smartsheet or resource management) only the working days not planned for the single emploeey?
I find sheduling page on resource management not so useful for the aim.
Answers
-
Hi Simone - if you run a Time and Fees report in Resource Management, grouping by Date String, Week, or Month (depending on how granular you want to be) and then by Team Member, you'll get a list of all team members assigned by date and how many hours.
Of course, this only shows people who are assigned, not people who are not assigned. RM doesn't keep a list of unassigned team members.
However, you can back into this by running the report and exporting it. Then, bring it into Smartsheet. On another sheet you'll need a list of all your team members which you could export from RM.
Then, in the sheet listing all resources, use a cross-sheet reference formula to search for that team member's name in the allocation report for the day/week/month and flag if they are not listed. That will tell you who is not allocated.
-
Actually, strike that. I forgot about the Utilization report. Instead of doing Hours report do Utilization. Group by date and team member. That gives you everyone and shows 0 for unallocated resources
-
Also FYI Smartsheet literally just announced RM reporting feed into Smartsheet! Called "Advanced Reports"
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives