Resource management

Kimberly Washeleski

I was trying to use the resource management function of Smartsheets, but that really is not giving me what I want and it is pulling from sheets the Assigned To is on, but I do not want to include in my resources.

So I thought I might be able to create a formula.

My Assigned to person has

40 estimated hours of work

Actual hours worked (not really relevant)

Will start on January 1

She will be able to dedicate 30% of her time and will be on vacation a week

I need to get an end date of the project (based on the criteria above) and be able to roll up and see resources at a glance - this person is on 4 projects, coming close to the end of 2 projects and can we add her to another project at this time and what is the time frame. My boss wants this done in Smartsheets - I know I can do it in Project. Thank you

David Tutwiler

This is going to be pretty difficult to manage and keep accurate to scale. Smartsheet does offer a product called 10,000ft that is a full resource manager tied directly into Smartsheet.

https://www.smartsheet.com/platform/10000ft

Kimberly Washeleski

thank you David We have reviewed 10000 feet and it is not going to do what we had hoped. My next thought was possibly a formula. Thank you

Sean Morgan

Hello @Kimberly Washeleski ,

As David suggested, I feel that 10,000 Feet fits this scenario perfect. Although you have mentioned that this does not seem a viable product for your scenario, you opt for creating a Trial, and giving the product an in depth review to verify how this could be utilized. This can be done here: https://www.10000ft.com/

Contrary to the above, this should be achievable using a Formula. If possible, please can you provide a Screenshot of your sheet (whilst hiding any sensitive information), and we will attempt to craft a suitable solution.

Regards

Sean