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External Resource Allocation
I use Smartsheet for Construction Scheduling and I think it would be amazing to have resource allocation for external parties or equipment.
We need to be able to set up a project schedule that can allocate a certain number of workers on a job site to each task and then be able to forecast when a superintendent should be expecting an increase in a crew size.
This also could be used for equipment allocation. For example, the excavator will be used on these days for this task and then again for a separate task or concurrently showing that there's need for a second excavator.
It seems like implementation is nearly there, it would require unlocking resource management to contacts instead of only licensed users.
Comments
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Tom,
Resource Management is not limited to licensed users.
I have added resources for trucks, equipment, potential staff, etc... as you need.
Just create a fake email address and invite them (as a non-licensed user).
truck01@fakeemail.com
The email does not need to be accepted to a start assigning them tasks and having them show up in the resource views.
Hope this helps.
Craig -
Hi Craig,
I can only see licenced users in my Resource View. Yes, you can assign tasks in plans to non-licensed users but when creating a resource view selecting by project or resources, non-licensed users are not visible.
This is my understanding as per Tom's comment or am I missing something?
Regards
Jacky
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Jacky,
I see all users in my account.
I have a team account with 3 licensed users.
There are more than 3 users shown on my Resource View.
I am a System Admin and a Resource Viewer.
Hae you tried updating the Resource View (that is, adding/removing a user)?
I'm stumped.
Craig
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Jacky and Tom
If you are not system admins you will not be able to add unlicensed users (or any users) . If you are Admins then Account/User management/ add user / Do not tick any boxes. They will, as Craig says, become viewable as resources. Very useful workaround which makes lots of opportunities for managing your resources, be they a conference room, a digger .... as Craig says.
RichardR
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Ah that is the piece I was missing.
Thanks Richard.
Craig
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Thanks Richard. Mystery solved.
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Thank you all. Very helpful stuff here. I've got it working and look forward to making use of resource views.
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