Want to track resource allocation

kpreston41601

Has anyone had any luck with this? Want to do something similar to the features in Microsoft Project.

 

I have a lot of design projects going on and want to be able to allocate resources (my designers) to projects and be alerted to when a resource is exhausted.

 

Has anyone been able to figure this out? I would really appreciate some help!

 

Ofir Marco

Smartsheet enable some kind of resource management and it enables resource allocation as well as percentage of allocation per task.

you can follow these links to get some more information and let me know if you have more specific questions.

https://help.smartsheet.com/articles/1346969-resource-management-allocation-team-enterprise-only-

https://help.smartsheet.com/articles/2026109-resource-management-overview

 

kpreston41601

It looks like to allocate resources those resources must have their own user account? Is that correct?

Ofir Marco

It has to be a user with a name and e-mail defined.

Either to have an account (as a non-licensed user works) or to be defined in your own account SmartSheet contacts (see below).

So, you can allocate users (even if they are not in the contact list), but, i think that you are partially correct, because on the resource views i cannot select them, it seems that only users that are defined in the system appears in the views.