VLOOKUP or INDEX

Dear all,

I'm trying to use smartsheet as a Resource Management tool, unfortunatelly we haven't get 10,000ft yet. so what I'm doing is to assign the resources that we need in each project:

Project Manager and Allocation %
Business Analyst and Allocation %
Tech Leader and Allocation %

A person can be in different roles depending the project. so I can have

Person A as a project manager for Project A and

Person A as a Tech Leader for Project B... mmm 🤔 I know, it's not a good practice but that's how things are here.

now I want to have a report by person (no matter the role), to see the allocation % and the projects he/she is working on

how can I do that?

many thanks in advance for your help,

Ana

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Heather Duff

Hi Ana,

Have you considered creating a report? If you did this, then you could include whatever columns you want the person to see. Then when you get to the Filters part, you can add a filter that looks like this:

Where the "1 value selected" is "Current User." Make sure you've got the connector (on the right side) set as "OR" so that it will pull projects that contain that person as either a PM or a tech leader.

I was able to mock it up, and it seemed to do the trick. Let me know if it works!

Best,

Heather

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