We use the SmartSheet Resource Management tool and we'd like to place holds for certain team members throughout an extended period (say a quarter). However, in order to have their time accurately depicted in the RM tool any LIVE projects associated, we would want to 'debit' from that hold.
John Smith works on Client A and we want to hold 60% of his time.
We developed a planning sheet that represents this and shows up in 10K as 'planning'.
However, John then is working on projects for Client A...
Project 1 is 7% of his time, Project 2 is 50% of his time and each is represented through their own respective SmartSheets. That leaves a remaining 3% of time that we would still want to show up under the hold.
Is there a way to automate that deduction from the hold? Instead of having to look across multiple sheets or in the RM tool to see where he is allocated and then manually update the planning sheet?