Can I build a resource pool to choose from for multiple projects?

Shannon O'Neill

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?

J. Craig Williams

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