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
Comments
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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
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Hi Ryan,
How did it go? Did you get something set up?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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