Hello,
I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool.
The system is up and running, but I've received some feedback from our crew leaders that it's difficult for the assigned team members (who aren't Smartsheet users) to understand where they are to be working on any given day. These team members are used to receiving a report that shows the assignment of each individual team member for the day. Below is a screenshot of what the team members are accustomed to receiving (names blacked out). To be clear, this report is NOT from the system I'm building (it's from the system I'm trying to replace):
The system I'm building is fundamentally different from the above. All Task Orders will be submitted with a defined Start/End date. Team members will be assigned to a 'block' of work (rather than creating person/day records as shown above). I expect the new system will be more efficient, but I'd like to make the transition easy and provide an output that looks more familiar to the team.
My question - From a 'master' grid like I've described (task orders with start/end dates and assigned team members), is it possible to create a report similar to the above? A couple of other notes:
*In many cases, multiple team members will be assigned to the same project on a single day and should appear in the same record together.
*For several reasons. 'Resource View' is not an option.