Resource Loading without Resource Management enabled

Amanda Merrigan

Smartsheet resource management is not robust enough for our needs - we have multiple sheets and each sheet relies on dates in another sheet. We were having to do a lot of column duplication to bring info in and then set up conditional formatting/rules to flag when the columns didn't match. We see this as being very admin heavy so we have decided to pull the dependencies in order to simplify our process. However, we would still like to be able to see our backlog on our resources. As you see below, we have columns for # Hours, % of Takeoff Hours (Calculated), # Hours per Day, Takeoff Start Date (Target), Takeoff Finish Date (Target), Duration (days). I'm looking for a formula I can use in Sheet Summary that will return a daily sum of each resource (Assigned to) by looking at each day between start and finish and then apply that to a stretch of days (ie, weekly, biweekly, monthly, etc). Is there any way to achieve this?

Amanda Merrigan

Andrée Starå

Hi Amanda,

Have you looked at 10,000ft? Is that an option?

Smartsheet presented some more details about the 10,000ft capabilities at Engage.

More info: https://www.smartsheet.com/content-center/best-practices/engage-content/better-together-smartsheet-10000ft-story

https://www.10000ft.com/

More info: https://www.smartsheet.com/content-center/news/smartsheet-acquires-10000ft-enhance-resource-management-capabilities

Speaking more broadly, with the integration of 10,000ft, Smartsheet customers will benefit from the ability to plan and allocate resources across their projects, optimize resource allocation by function or skill set, track time against forecast, and gain real-time portfolio level visibility into the status of budgets and deliverables.

I hope that helps!

Have a fantastic day & Happy New Year!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Amanda Merrigan

Thank you for your quick response.

We've looked at 10,000ft briefly, but were hoping we wouldn't need an add on since it only applies to a small portion of the company.

Is what I'm asking for possible?

Andrée Starå

Happy to help!

I missed this! Sorry about that!

It can probably be set up, but if it works, it will surely be reasonably advanced.

I'll get back to the post if I find anything useful.