Report showing resources and assigned projects
I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of who is working on which project.
I know the utilization report gives a nice view of projects by person, but I'm looking for that matrix, preferably without a lot of manual manipulation. I'm okay dumping data to Excel and messing with it, but I'll want to do this once a week so I want it easy.
Any thoughts?
Comments
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Hi,
Depending on your set up you could maybe have a checkbox indicating the resources on the different projects but the best solution depends on your set up in general.
I'd happily work with you and help you with setting up a solution.
I would need some more information to see what would work best for your particular situation.
If you'd like we can book a time for a free discovery call. How does that sound?
Please e-mail me at andree@getdone.se and well take it from there.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi,
How did it go? Did you manage to get something set up?
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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