Roster

Good afternoon.

I have been tasked with creating a roster within Smartsheet. Please see below a screenshot of the current roster we use in excel. I work for a construction company that have teams working on different construction projects. Some projects can last months, some only days. I have looked at the templates for resourcing but unfortunately there are not really what we require. I use the resource allocation in my main sheet for allocation/over allocation but would like to create a sheet that will show where the teams are working on what day.

Any assistance would be greatly appreciated.

Thank you,

Ryan

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Comments

Andrée Starå

Hi Ryan,

I have a few ideas on how to set this up.

I'd be happy to take a look.

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, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Ryan Hughes

Hi Andree,

Thank you. I am new to the system so please bear with me. I will share with you our sheet that we use for contract award. I need a new sheet to show all our foreman (and teams) and which team is going to be working on each project. I can also send you a copy of the excel sheet we currently use for our roster so you can see what format we are looking for?

Thank you,

Ryan

Andrée Starå

Hi Ryan,

How did it go? Did you get something set up?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

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