Capture resource demand by role

Susan S

Hi, I'm a new user and keen to know if there is an option to capture resource demand in the early stages of a project when the name of the Assignee is not known e.g. "Project Manager", "Business Analyst" etc.? Thanks

Andrée Starå

Hi @Susan S

I hope you're well and safe!

Yes, you can use placeholders. You'd only need to invite them with a made-up email (it doesn't need to be confirmed), so it could be something like projectmnager@yourdomain.com.

There's also a premium offering, Resource Management by Smartsheet. Have you explored it/is that an option?

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Susan S

Thank you @Andrée Starå for the quick response. I'll try that.

Yes we are exploring the Resource Management option, but need a quick tactical solution for the transition period.

Much appreciated.

Susan

Andrée Starå

@Susan S

Excellent!

You're more than welcome!

Let me know if I can help in any way with the Resource Management by Smartsheet solution.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!