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.?
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.
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
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.
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