Sign in to join the conversation:
The posts in this section are historical and no longer monitored for accuracy. If this discussion interests you and you'd like to join in, please visit the active Community to post and engage.
Is there a way to build a data base of human resources (assigned to) that I could choose from when working within multiple projects? Is there a way to indicated allocation % of that resource so I can understand if certain resources are being over-allocated or under-allocated?
In a Team/Enterprise account, you have access to Resource Management.
Here's what you can see:
http://help.smartsheet.com/customer/en/portal/articles/1346971-resource-views-team-enterprise-only-
and here's an overview of the functionality
http://help.smartsheet.com/customer/portal/articles/2026109
I have used it for non-people (equipment, rooms, etc...), potential-people (staffing future projects),
The resource needs to be in the system as user, but does not need to be a licensed user or have a valid email.
Hope that gets your started.
Craig