Adapt ressources view for teams
Hello everyone,
Do you know if it is possible to configure the settings of the ressource view ?
With the ressource view I can see the allocation for each people in my organisation, but I also would like to have the allocation for each team (tech, sales, ...)
I was thinking about creating generic contacts to have this kind of information, but it seems that I can't have the two levels of information (individual, and teams) on the ressource view ? Do you have any ideas or suggestions about it ?
Thank you for your help,
Corentin
Best Answer
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Hi @Corentin Dal Farra ,
honestly I think this (and other RPM uses) is what 10.000ft (or other ressource management tools) is meant for.
In 10.000ft you could for example, every account (resource) can have a field with their team/department/whatever. Then you would create a report using this field and voila...
You could try to built something similar with multiple sheets and reports, but it would mean a lot of work (also maintaining).
Hope this helps and curious for other suggestions ;-)
Stefan
Smartsheet Consulting, Solution Building, Training and Support.
Projects for Processes and for People.
Answers
-
Hi @Corentin Dal Farra ,
honestly I think this (and other RPM uses) is what 10.000ft (or other ressource management tools) is meant for.
In 10.000ft you could for example, every account (resource) can have a field with their team/department/whatever. Then you would create a report using this field and voila...
You could try to built something similar with multiple sheets and reports, but it would mean a lot of work (also maintaining).
Hope this helps and curious for other suggestions ;-)
Stefan
Smartsheet Consulting, Solution Building, Training and Support.
Projects for Processes and for People.
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Hi @Stefan
Thank you for the update,
In fact I try to avoid 10,000ft as the customers do not want to use another solution and also for some budget reasons..
I would love to use 10,000ft but in fact I am forced to create some custom solutions for clients.
Thanks for your help, have a nice day,
Corenitn
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