Report or view for staff allocations

CatherineO

I'm a Smartsheet newbie. I'm trying to figure out how to pull a report (or a different kind of view) to show staff allocations across different sheets. Any help would be appreciated. 

 

Thanks!

hbookston

Hi Catherine,

You should be able to pull a report by creating one. To do this you can click "Create" on your home screen and click "Report".

From there you can click the sheets that you will be pulling data from and add specifics on what it is you want in the report. 

Andrée Starå

Hi Catherine,

You'd probably want to use Resource Allocation for that.

More info: 

https://help.smartsheet.com/articles/1346969-resource-management-allocation

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

CatherineO

Yes--I was able to make your solution work. Thank you. 

CatherineO

Thanks so much, Andree. I'm going to come back to this solution when I have more time. 

Andrée Starå

Happy to help!

Best,

Andrée