Level a resource in a Sheet?

I've imported a project into a project sheet and now would like to level the resources that are overallocated so the schedule adjusts to show the actual schedule if I use these resources. Is there a way to do this?

Thanks in advance,

Sue

Find more posts tagged with

Support

Comments

Isaac Jose

Hello,

Thanks for your post! Currently, there isn't a feature which will automatically level out or reschedule over-allocated resources in your project, but you can submit a Product Enhancement Request using the quick link to the right. You'll want to manually re-allocate your resources according to your needs. It may be helpful to insert two additional date columns for Planned vs Actual Start and Finish dates which can be switched in the Project Settings to give you different views of the sheet. I've linked some additional resources for this below:

I hope this helps!

Isaac J

Smartsheet Support

bashby

This is disappointing. Unfortunately the lack of this feature disqualifies the software for my organization. Is this on any sort of roadmap?

Andrée Starå

Hi,

Have you looked at 10,000ft?

Smartsheet presented some more details about the 10,000ft capabilities at Engage.

More info: https://www.smartsheet.com/content-center/best-practices/engage-content/better-together-smartsheet-10000ft-story

https://www.10000ft.com/

More info: https://www.smartsheet.com/content-center/news/smartsheet-acquires-10000ft-enhance-resource-management-capabilities

Speaking more broadly, with the integration of 10,000ft, Smartsheet customers will benefit from the ability to plan and allocate resources across their projects, optimize resource allocation by function or skill set, track time against forecast, and gain real-time portfolio level visibility into the status of budgets and deliverables.

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Matsu Thornton

Hi, I currently have smartsheet and 10000ft but can not find the features that can level resources similar to MS project. Is there a leveling feature? We may have to switch back to MS Project because it is difficult as tasks move around to reallocate resources manually.

Also, is there a split-task feature because this also makes the process difficult when resources need to be shared among our tasks.

James D

Has this been updated in recent years? I also need to level resources so a valid schedule is created. Is the only way to create a schedule to add predecessors in for each task?

Thanks,

James

enzo_vaire

Hi,

Following on from James' comment, has this been updated? If not, I will have to give up on Smartsheet - without this feature it's too limited to justify its use.

All the best,

Enzo

Sign in to join the conversation!

Quick Links

Trending discussions

Our account isn't working, we can't even get started
We signed up several employees into a smartsheet business domain account. They used to have individual PRO accounts . Our rep has been sending us instructions for over a month telling us how to transfer their data to the new account but nothing works. Lately they said their tech support would fix it but still nothing's…
What happened to Default View?
Hello, I'm no longer seeing the default view option in my sheets. For example, we have a shared PMO Calendar that was previously set to "Calendar View." When I accessed it recently, I noticed that the default filter option is no longer available. Has this functionality been removed? We recently moved to Enterprise, but I'm…
Free Collaborators
If you have a business plan, are you able to have free collaborators? Or does every person need a license to edit information in the sheet?