Workload Tracking

KelleyPM

I am trying to find out if Workload Tracking can be used without having Resource Management. I currently have a trial version of RM, and I am trying to determine which would be most helpful (if they can be used independently).

The instructions I have found on the site state that you will open your sheet, select the RM panel icon, enable Workload Tracking on the sheet, then review the heatmap. When I click on the RM panel icon I get take to Resource Management and see no way to activate Workload Tracking. Can anyone tell me how I can get Workload Tracking to work? Can you use Workload Tracking without Resource Management?

Andrée Starå

https://community.smartsheet.com/discussion/128387/workload-tracking

Hi,

I hope you're well and safe!

Yes, if you're thinking about the Workload Heatmap and Workload Schedule features.

Make sense?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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KelleyPM

Hi Andree - can you tell me how to set up Workload Tracking?

Thank you,

Kelley