Hi,
From what I gather about Smartsheet's resource management feature, I can show which users are allocated (and over-allocated) given how they're assigned tasks in a project. I'm wondering if Smartsheet can do a higher-level allocation synopsis, whereby I can see simply that someone's completely allocated as a resource given the fact that they're on the project team, with their allocation running coterminous with the project's start & finish dates. I would want to know this so that if I tried to assign them to a different team, they would show as over-allocated in Smartsheet.
For example: Alice & Bob are on Project A. Project A runs from Jan 1, 2018, to Dec 31, 2018. Within the confines of Project A, I'm not necessarily all that worried if Alice or Bob have been assigned lots of overlapping tasks and might show as an over-allocated resource. What I do want to know is this: if I want to start up Project B on July 1 and really want Alice included on that team, I would see that she's "booked" (or already allocated) to Project A for the duration of 2018. Thus, I either have to find someone else to be on the team or wait until Project A finishes so Alice can take part in Project B.
That's obviously a simple example, but expand to include many projects and users, it quickly becomes complicated. It would be great if Smartsheet can do this kind of higher-level resource management (i.e., inter-project resource allocations, not just intra-project allocations). Is this possible?
