Resource Management

I am starting to evaluate resource management using Smartsheet. What I have been able to determine so far is that a resource must be assigned and allocated to a task in order view allocation % across projects. Is it possible to set up an organizational view where I can view all resources in my group and see to which projects they are allocated and how much? I would really like to be able to assign and allocate resources to tasks in projects and then grab an additional organizational view as well. Is this possible? Thanks

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Comments

Chris Franzoso

Yes, that an be done. My company does it. I am not sure how it was set up, but It can be done.

Kennedy Stomps

Hi Tom-- Check out this article from our Help Center on setting up Resource Views. I think you'll find exactly what you need, as you can create account-level Resource Views from the Home tab, and view project-level Resource Views within a sheet.