Dynamic Allocation % / Resource Management

Matthew Prendergast

Monitoring RM (Resource Management) is pointless if the data is inaccurate!

Current “Allocation %” is static (if RM is enabled) making RM data inaccurate!

Please LIKE or bump if you agree that we deserve a truly SmartSheet w dynamic content!

 

“Allocation %” should be able to accept a formula. Currently when you turn on RM and designate an Allocation % column it will remove the formula and keep the value.

A number of users have touched on this outlining their personal preference. Each is different. If you provide them with the ability to use a formula to derive this value then all can be accommodated.

 

This is an achievable feature. I say this because it use to exist as a “bug” previously. You use to be able to enable RM, disable it, insert the formula, and enable RM and it would keep formula and dynamic content. Since a recent update when you perform this procedure RM replaces the formula with the value and the data becomes static. Give me back the bug!

 

SS support:

“I want to start off by apologizing. I was able to do what you described in a previous version of our software. To explain: the method you’ve described (entering a formula into the Allocation % column, turning on Resource Management, and the formula staying active within the column) was a bug in the system and it wasn’t intended behavior. We believe the bug originated sometime prior to July, 2015. It looks like it was resolved in an update in July, but was inadvertently reintroduced in a recent update. It looks like it has been resolved with the most recent release last month.”

 

 

If you agree that you want accurate dynamic RM through the use of formulas please like this discussion, bump it to keep it current. Make a feature request. Get this on the roadmap!

Travis

Thanks for the feedback Matthew! I will continue to monitor this thread to collect and pass along all feedback about this topic. 

Matthew Prendergast

Thank you Travis.

Cory Rammer

This is the exact functionality I'm looking for.  Unfortunately, if I can't enter a formula into Allocation %, it becomes impractical to use.  I'm trying to put together a proof of concept for my supervisor so that Smartsheet will be considered for use where I work.  Resource Management is important to my supervisor, and it's a tough sell if I say the Allocation % has to be manually entered every time the "Effort Hours" or "Duration" changes.

Matthew Prendergast

Thank you for the support everyone. Again I encourage everyone that wants to monitor current dynamic resources as opposed to outdated static data to like and support this discussion. 

Matthew Prendergast

I just wanted to bump this back up for review. I am passionate that this is a game changing feature. Monitoring static information is useless. 

 

Thank you.

Kate French

Using formulas in project sheet columns is a feature we see requested more and more often, and we've got your vote! While you might not see anything happening on the external Product Roadmap, those are the main features that are in later stages of development and that list doesn't include features and requests up for review or in the early design stages. We appreciate your feedback!

Matthew Prendergast

Thank you for keeping this issue on the radar. 

Bobbie Pugh

We desperately need this feature!

Matthew Prendergast

Thank you for the support!