People AND Equipment scheduling

ACVACV
edited 12/09/19 in Using Smartsheet
01/31/19 Edited 12/09/19

Hi, I am trying to move my company away from scheduling via excel and get it onto a live panel where everyone can see who is doing what and when and most importantly with what equipment.  Hence I'd like to get input from the community on what is the best way to schedule people and equipment in the same space so that neither are double booked.

Look forward to hearing from you.

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    It depends on your specific use case. One way is to set up people and equipment as resources and use the resource management functionality in Smartsheet.

    Would that work?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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