Resorces Management and Allocation

Fabio Calandri

Hi All,

I'm new to Smartsheet Community! 

 

I know that I can only select one item from a contact list column, and to assign a task to more than one person a tip is to list the same task on multiple rows in the sheet and assign each one to a different person.  

 

Is there an upgrade in the road map to have this important featurea integrated in Resources Management in future?

 

Thank you for help.

 

Fabio 

Heidi Decker

Hi Fabio,

This has been a hot topic of conversation in the community for some time now. This item is on the Smartsheet roadmap, just not sure where it falls.

Peace!

 

Robin Sherwood

So this is one of my favorite questions. How would you like multi assignee to work with resource management? If you put each task on multiple rows today, resource management treats each row as a seperate task and you can allocate people independently. If you have multiple people on a task it complicates the allocation UI and requires people to make a decision about how the resources should devide up the work. Would love to hear how you would like it to work. 

Brian Kissel

Robin, we have the same problem and are trying to decide between Smartsheets and MS Project Online.  Agreed that keeping it simple is good.  Here's a proposal.  I have a 3 week sprint to work on a specific feature.  I want to assign a tech lead, UX designer, developer, and a QA person for this 3 week sprint in the following allocations of their capacity during that 3 week sprint: 10%, 20%, 100%, 25%.  I would like to assign all 4 people to this single sprint task as a single line item in SS.  Is that something you can do or do we need to create 4 separate task line items in SS, which would be very tideous.

 

Task A: Tech lead, 10%

Task A:  UX designer, 20%

Task A: Developer, 100%

Task A: QA, 25%

Andrée Starå

Hi,

This might help!

Yes, assigning multiple people to a task is now available.

Please see the attached link/screenshot for more information.

https://help.smartsheet.com/articles/518335-assigning-people-to-a-task

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

--

Hi all,

We're pleased to announce that you can now quickly & easily assign tasks to multiple people. To do so, check the new "Allow multiple contacts per cell" checkbox in any contact column. The cells in that column will then allow up to 20 people to be added.

You can still leave that option unchecked when you only want a single person to be assigned to a task at a time.

Adding multiple contacts to a cell is useful not only for assigning people, but also for other scenarios where you want to associate multiple stakeholders with a row. For example, you might want those people to receive notifications when the row changes, or you may want them to appear in reports and filters.

For some projects, you may want to add 2 contact columns: one for the primary owner, and another for additional team members.

We welcome you to try it out and let us know what you think.

- Daniel