Summary of Project and Phase Allocation % for each resource

jpflueger
jpflueger ✭✭
edited 10/03/24 in Formulas and Functions

I am trying to create a section at the top of the projects Gantt that shows the total allocation % for each resource in each project phase and in the project overall. I need this to not double count in resource manager, but just roll up each resource's allocation % from a Phase and the project in total. I've tried adding helper columns and summary fields, but the formula always shows that it's BLOCKED. This is the formula that I've been trying to use for the total project allocation %

=SUMIF([Assigned To]:[Assigned To], "Resource Name", [Allocation%]:[Allocation%])

Answers

  • SSFeatures
    SSFeatures ✭✭✭✭✭

    Hi @jpflueger,

    I recommend double checking your "Assigned To" column and "Allocation%" column and making sure that none of the rows have any errors such as "#UNPARSABLE" or "#INVALID".

    Can you add a screenshot of the columns in your sheet? It'll make it a little easier for me to wrap my head around some other potential formulas that we can use.

    Thanks!

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