Sign in to join the conversation:
I'd like to know the best method for removing resources from Smartsheets without impacting the previous actual costs and future allocation to sheets
Hi Lifestyle PMO,
I think you may have to explain your question in greater detail to get the answer you're looking for.
Are you referring to removing resources from a project without affecting the already allocated tasks, hours, costs etc.?
Kind regards,
Chris McKay
Lifestyle,
If I understand the question correctly, when you remove a user from your account, the rows where they are or were assigned tasks, actions, projects do not change. Removal will only impact their access to the objects they were shared to.
I hope that helps.
Craig
Hi,
That is correct. If i was to remove a resource from a project would it affect the actual costs that were calculated previously when they were part of the project or will that data remain the same
Jags
Hi Jags,
To answer this, I'd need to understand how you are calculating those costs. Are you using SUMIF to look for a Resource value and then SUM all the costs associated? If so, then yes removing the resource will affect your calculations.
It's important to remember that you're not really "adding" a resource to a project. You have contact columns that are only useful for differentiating, calculating resource allocation % (which is still really flaky), sending notifications/alerts etc. You can also share sheets/workspaces with members of your Enterprise Smartsheet account, along with external collaborators.
If I unshare a collaborator for a sheet, the fact that they are included in the Resource column will not matter. They will still be there. The same goes vice versa when you remove someone from the Resource column but still keep sharing.
Hope this makes sense.
I'm using the calendar app for my team so they can see all scheduled events, but the default view shows quarters in the past (see screenshot). I want the calendar view to start in the current quarter and show future quarters but I can't figure out which setting needs to be updated for that. Can someone help?
Hello, am I correct in my understanding that if I need to have the Report filtered out by the "Current User", I still need to share the Source Sheet to the other user(s) by which the Report is derived from? In this case, how do I prevent sharing the confidential information of other users if I need to share the Source…
When shared to a sheet as an editor, an internal user got an an alert that "Recipients without a member seat may be limited to view access. If they are not a paid member, and they comment, edit . . . they may become a provisional member…" They show up under Seat Types & True-up as a paid Member; they are counted in our…
