Resource Allocation and Manipulation
I am new to Smartsheet and I am trying to create a view for my team where I can see all of the tasks, across multiple sheets (projects), that individual team members are assigned. In other words I want a view where I can see all assigned tasks, with task names, who the tasks are assigned to, dates, and a Gnatt chart if possible. I want to be able to see Person A's and Person B's schedule next to each other, with task names, and reassign/move around as needed.
From my understanding of 'Resource Views' you cannot do that. It only shows the people I have selected and what percent they are allocated. I really need the ability to view multiple people, task names, across multiple projects, and then edit.
I tried to do this with a report. I put all of my projects in one workspace, and selected the workspace as the 'Where?' option in the Report Builder. Then selected the columns I wanted. It kind of works, but is cumbersome. It does not allow me to filter on the 'Assigned To' column. I think this might be because I have child tasks in all of these sheets, and it is trying to keep them grouped together? If I look at the 'Sheet Name' Column in the report, it is keeping all of the tasks in a sheet, grouped together. I wanted to use this method and then sort, so that I could group by employee and then start date.
Maybe I am doing this incorrectly or maybe there is a different way to achieve what I am after, but any help would be greatly appreciated.