Resource Management - Organization-Level (Roll-up)
Hello Everyone,
We are new in using smartsheet and is in the process of preparing for a pilot. I just want to ask if there's a way for us to report out resource allocation/overallocation on an organization-level?
I have seen an option to turn on resource management on a project-level, however, unsure if this function has a roll-up function. Reason why we need this org-level reporting is because, we have certain roles/positions in the organization that is very limited and if multiple projects will run concurrently it may be an issue in terms of bandwidth.
Reporting is also nice to have for visibility and reporting to senior management.
Thanks in advance,
Angela
Best Answer
-
There is another Smartsheet Solution/Integration, 10,000ft that can provide you with much more Resource Management features.
Is that an option?
More info:
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.
Answers
-
There is another Smartsheet Solution/Integration, 10,000ft that can provide you with much more Resource Management features.
Is that an option?
More info:
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.
-
Thank you @Andrée Starå . I will review this further and explore this option.
-
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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