Resource view for multiple projects in a single sheet

Matt Sim
Matt Sim
edited 12/09/19 in Smartsheet Basics

I have couple of 'Resource View' questions...

1. Is it possible at all to use a single sheet to have multiple projects (as multiple parent tasks) and have 'resource view' to show the allocation against the parent tasks rather than multiple sheets? I need to see the break down of resource allocation based on these parent tasks.  Currently, every user's allocation is the total sum of the % of allocation against the sheet.

ie) in the screen shot, where you see the row with '2018 Resrouce...' to be the actual break down of the parent tasks with corresponding %'s.

2. Also, is it possible to force 'resource view' to display only the resource allocation within the target sheet and NOT across multiple sheets?

Thank you in advance,



Screen Shot 2018-01-12 at 1.14.30 AM.png


  • Hi Matt,

    Resource view will always show related sheets that have the resource management functionality enabled. If you have a resource assigned on multiple sheets, those related sheets will appear to give you an indication that they're assigned on multiple projects at a certain percent.

    If you're looking to track multiple projects on one sheet, you'd need to work out a formula for calculating allocation percentage. This wouldn't be something that you'd be able to see in resource management, as resource management calculates each resources and its allocation percentage on a project individually.

    You could create a sheet that has each project as the parent row, then use a formula in the parent that adds percentages of the resources together to give you a % assignment. For example: