Level a resource in a Sheet?

susan.frenchsmith72191

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

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:

• Resource Management and Allocation
• Project Management Tutorial
• Quick Guide: Mimicking Baseline Functionality in Smartsheet

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.