Resource Allocation

Ann Alexandrowicz

So we have some re-occuring projects sheets that are used like check list.



example:

• Board Meeting
  • Put out Name Tags
  • Confirm Tech Times
  • Check AV Equipment

And a lot of time they are all assigned to one person. We know that we can assign the value to these tasks a percent that is low, but is there a way to set SmartSheets to only pull from the headings (like Board Meeting) since that person is often responsible for all things under that heading?

Thanks

Pam Alakai

Hello, 

We don't currently have a way to only pull and display Allocation percentage from the parent rows (headings) in resource view. But you can submit an enhancement request for this functionality here so it can be considered by our development team for future implementations.

However, I would suggest trying the following workaround and let me know if it helps:

• only insert/assign the resource or user to the parent row and not in the children rows
• Then edit the custom view of the  resource view page to display by user: https://help.smartsheet.com/articles/1346971-resource-views-team-business-enterprise-
• Then only the rows were the user is assigned (the parent row) should be displayed in the resource view. Please let me know this works as expected. 

Kind Regards, 

Pam 

Technical Support Specialist