Resource View Best Practices
I have built a Sheet that is planned to be used in our project planning and project delivery. One area I've been fighting wit a lot is Resource Management. The first being more a best practice when it comes to assigning resources. If I have a tasks called Design Workshops for instance, and I have a number of resources working on it, but these resources will be allocated at different percentages, as far as I can tell, this needs to be done with children rows underneath, with each row representing each resource. Or am i missing a trick? Is there a better, neater way of doing this?
The second question is more around how tasks are allocated. For instance during the planning, tasks would be typically assigned to a role, say Solution Architect or Project Manager. If a project then gets signed off, we would then need to allocate an actual person to the tasks, or depending on what the usage looks like, make a decision on whether we hire in consultants to fill a gap. Currently with the resource management tool in Smartsheet, I am struggling to find a neat way of doing this. Does anyone have any tips/suggestions on best practices for this?