Resource Management Best Practices and/or Tips

Christine Seres

We are beginning to use resource management. I have everything turned on and set up, but am looking for best practices for allocating resources to a project. Here is an example: 5 people are going to attend a 1 hr meeting. I am assuming I enter all five individuals in the assignee column, 1 hr in duration and 100% in % allocation. Is this correct? 

What if one person has 5 hours of work to be done in a week. Whenever I enter 5 hours it automatically defaults to one day and removes the 'week' reference. Is this some kind of default setting? 

I would be sincerely grateful if anyone could share documentation, or direct me to a training video, that focuses on building resource management into project plan structure.

Genevieve P.

Hi Christine,

You are correct with your initial meeting schedule.

For your second instance, with the worker spending 5 hours of work on one task that spans over one week, you could achieve this by entering in a number of child rows. Each child row would have a duration of 1 hour and the Start Date would be the next day of the week. Then assign that user to the row with 100% allocation for that day, indicating that they should work for the full 1 hour that day.

The rollup at the top in the Parent row will show you the total time-span (one week), but each child row will show the duration per-day.

Here are some resources that may help you:

• Video on Resource Management
• Upcoming Webinars

Based on the Smartsheet account associated with your Community profile, I can see that you are on an Enterprise Premier plan. This means you actually have a number of other resources available to you, as well. I'll send you a private message with your access codes to the following:

• Center of Excellence Courses
• Book a Pro Desk Session

Cheers!

Genevieve

Genevieve P.

Hi Christine,

You are correct with your initial meeting schedule.

For your second instance, with the worker spending 5 hours of work on one task that spans over one week, you could achieve this by entering in a number of child rows. Each child row would have a duration of 1 hour and the Start Date would be the next day of the week. Then assign that user to the row with 100% allocation for that day, indicating that they should work for the full 1 hour that day.

The rollup at the top in the Parent row will show you the total time-span (one week), but each child row will show the duration per-day.

Here are some resources that may help you:

• Video on Resource Management
• Upcoming Webinars

Based on the Smartsheet account associated with your Community profile, I can see that you are on an Enterprise Premier plan. This means you actually have a number of other resources available to you, as well. I'll send you a private message with your access codes to the following:

• Center of Excellence Courses
• Book a Pro Desk Session

Cheers!

Genevieve