Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Resource View per task (Portfolio Management)
Hello,
I have a Smartsheet template containing a list of all projects in my portfolio. Each project takes one row, and in this row I have assigned PMs per project (up to three) including their allocations as percentage.
When I go to the Resource View, I see the allocation per PM and when clicking in their names I see the name of my main "Project list Smartsheet template" but I would like to be able to see how much time they are allocated per project (meaning per row from my main Smartsheet template).
I understand that Resource View pulls the information from all project plans, but in this case I want to be able to allocate my team from the main "Project list Smartsheet template" that I have containing all current projects.
Is this somehow possible?
Thank you in advance or your support!
Best,
Marina
Comments
-
Resource View is only view. The utilization rolls up from individual rows on Sheets that have Resource Management enabled.
Craig
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 142 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives