how to set up info sheet to feed into Resource Management

Haley Gehris

I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report.

I am wanting to add some type of flag or conditional formatting to indicate when there is a variance between the "total labor hours budgeted" and the "total labor hours allocated", specifically when there is a more than 5% increase in the "total labor hours allocated" vs the "total labor hours budgeted". Does anyone have any ideas of how to accomplish this?

ChristianFinke

@Haley Gehris

To flag variances over 5% between "Total Labor Hours Budgeted" and "Total Labor Hours Allocated," you could set up a "Variance %" column that calculates the difference as a percentage. Then, apply conditional formatting to highlight any rows where this variance exceeds 5%. If you’re unsure of the exact formula or setup, I’d be happy to walk you through it—let me know.

Haley Gehris

@ChristianFinke unfortunately no, I need to flag the 5% variance if the sum of the Total Labor Hours Allocated differs from the sum of the Total Labor Hours Budgeted by WRT #. So in the report I screenshoted above, I have sorted by WRT# and then summed the Allocated and Budgeted hours but I don't know of a way to add some type of flag or conditional formatting to indicate when there is a variance between the sums. Hope that makes sense, TIA for your thoughts/ideas!

ChristianFinke

@Haley Gehris

You can add a helper column to sum the "Total Labor Hours Budgeted" and "Allocated" for each WRT#, then calculate the variance as a percentage using a simple formula. In your report, apply conditional formatting to flag rows where the variance exceeds 5%. Hope this works!