Available Staff for Project

sschwar2

Hello,

 

I wanted to see if anyone had a suggestion how to handle determining what staff is available for a new project when it comes in.

-We have a set list of staff that is available to work on a project

• -Staff would not ever work on two projects at the same time
• -We have a column that has a start date/end date for all active projects, with the invididual assigned to the project in a third column.
• -When we get a new project, we will have the date range and would like to return results of who on our staff is not already assigned to a project during that duration.

 

Thanks for any suggestions,

Steve

Jenny Lam

I suggest you to getting familar with how to use the "Resource Management" feature: 

 

Here are some useful links to get started: 

 

Getting Started with Resource Management : https://www.smartsheet.com/resource-management-getting-started

Resource Management provides real-time updates on team task assignments so you can see where people are assigned, and quickly resolve over-allocated resource alerts.

 

Resource View: http://help.smartsheet.com/customer/portal/articles/1346971

Resource Management Resource Views provide a graphical means of tracking and reviewing how your Smartsheet team members ("resources") are allocated across the projects they're working on in order to make decisions about their workload.