Resource view for multiple projects in a single sheet

Matt Sim

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,

Matt

 

Shaine Greenwood

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:

=SUM(CHILDREN())