Row Level reminders (over allocation)

Daniël Clarijs

Does anybody have experience with a report showing over allocated persons in a project?

What I mean is when person A works in project X on day 1,2,3 and 4. And the same person A is working in project Y on day 2 and 4.

In this situation person A is over allocated on two days: day 2 and 4.

How to get this nicely reported in a report across differend projects (and persons).  

J. Craig Williams

Daniel, 

 

If you are on a Team/Enterprise account, you can use Resource Management.

http://help.smartsheet.com/customer/portal/articles/1346969

 

That allows you to see the information, but not quite in a report format.

 

Craig

Daniël Clarijs

Thanks Graig,

 

Bit the report form is what I need so I can  frequently send it out to the managers.

 

gr, Daniël 

 

Daniël Clarijs

Sorry Craig for the name error. 

J. Craig Williams

Daniel,

 

No worries. I've been called much worse by family.

 

You can send it as an Excel attachment, but it isn't as pretty as the Smartsheet view.

I'm afraid of spending too much time building a work-around (I have one in my head) and having Smartsheet come along with improvements that makes the work-around unnecessary.

 

Craig