Adjust Resource View Scale (View by Month, Quarter etc.)
Hello,
Is it possible to adjust the scale of the resource view (either for a particular sheet or for the overall resource view)? I am trying to create a general team resource plan for the coming year, and can accomplish that by creating a 12 month project plan and assigning team resources accordingly. However, when I then check the resource view, I can't zoom out to see the resource allocation status over the 12 month period...
Best Answer
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Excellent!
Happy to help!
To add.
There is another Smartsheet Solution/Integration, 10,000ft that can provide you with much more Resource Management features.
Is that an option?
More info:
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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I've checked both the resource view within a single sheet, as well as an overall resource view and I can't see any buttons or sliders which will adjust the scale of the view. I can slide the lower scroll bar towards the right in order to see later dates in the project, but I can't find the buttons/sliders that you describe above to adjust the scale from days, to weeks or months or quarters etc...
Also, changing the zoom setting of the browser just makes the window smaller... it doesn't adjust the scale of the time line.
Can you provide screen shots of the method you are describing above?
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I think that Lewis is describing MS Project.
Unfortunately, it's not possible at the moment to change view scale in Smartsheet, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you Andrée.
I've raised an enhancement request.
I hope the wizards at SmartSheet can implement that asap!
-
Excellent!
Happy to help!
To add.
There is another Smartsheet Solution/Integration, 10,000ft that can provide you with much more Resource Management features.
Is that an option?
More info:
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks for the advice, Andrée.
I'll take a look at 10,000 ft. It looks interesting.
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You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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