Resource View by Month or Quarter

George Wallace

The resource allocation is a great addition to Smartsheet.

 

I need to be able to see allocations by week, month, or quarter, not just by days.

 

Is there a way in Smartsheet to do this?

 

If not, how can I do so via an Excel export?

 

Thanks!

Sam S

Resource views are only viewed by day but you could export the resource view to Excel (from the Home tab) and import it back into Smartsheet. From there you can manually make calculations to determine monthly and quarterly allocation. For example, sum the percentages for the period then divide by the number of days in the period.

Oscar Romero

Resource views are a true oustanding feature!!... being able of compress the view with an by-default average aggregation by week would be a really amazing improvement.

 

Making online resource capacity analysis combined with capacity planning with your team, inputing allocations percentages by week are so usefull and so a best practice in PM that I'm sure that a lot of people would find it a critical point,

 

Furthermore I think that having an average by or by years would be nices-to-haves features, but a by-week view is really a must-have.

 

Where can I do a formal feature request? is this the right channel?

 

Regards,

 

P.S.:The workaround of exporting/importing an excel is just not an option.

Travis

Hi Oscar and George! Thanks for the suggestions! I will pass your suggestions along to our product team for consideration in future development. 

Oscar Romero

Thank you Travis!

ilja kooij

Hi, i would be realy interested in a 'month' view for resources. Did this request get any traction at SS? 

Travis

Ilja, there are not any near term plans for this but I will add your vote for it!

George Wallace

Again, adding resouce tracking is a really great improvement.

 

Unfortunately, only being able to veiw the loading by day is not of any use to me.

 

The Excel export/import is not sustainable.

 

At this point, for my situation, the feature is not usable.

 

Adding a congregated resource loading view is essential to the functionality of this feature as far as I am concerned.

 

K R

I agree with George Wallace entirely. Add my vote..

BarbaraT

+1 vote on this one please. Need the ability to view resources by month or quarter

Vincent Bernard

I agree it is a key feature.

Is there any news on this i.e. having a monthly and quarterly view on the resource view?

Dave Ungar

adding another vote for this feature... We have some managers looking to other solutions because they prefer resource views of other tools. (I would like to have them use Smartsheet - this would help me make that case better.)

koenvdbrug

And adding one more vote for this...

jim.plummer24501

Over 2 years and no functional improvements to this? Please add resource view by week, month, quarter. Include an option to show hours or percentages.

This would make resource allocation much more useful.

Thank you

Todd Franco

Please add my vote.  Surprisingly this item is still outstanding - seems like low hanging fruit to address the community requesting this function.  Being told by SmartSheet to add the Smart Center module ($$$$) to me is not a viable solution... it's just a view.

 

Thank you

Todd Franco

Hi Travis,

Has there been any progress on this or is there a priority list for product enhancements the community can see?