Utilization Tool

Bruce Southers
Bruce Southers ✭✭✭
edited 07/22/22 in Smartsheet Basics

Hello All,

Has anyone created a tool for tracking PM hours worked on projects, that can go to a backend sheet and thus create a utilization number per PM? I have myself and another person on our team, and want to show active projects and then be able to track hours worked weekly on those projects. Ideally using a form to input the data, but if not feasible, that would work too.

Thanks for any ideas.


Bruce Southers

Sr. Project Manager

Frost Brown Todd LLC

Answers

  • Julie Fortney
    Julie Fortney Overachievers

    Hi Bruce,

    Yes, we've done this and it works well! We created a solution for a customer that looks like this:

    1. Hours sheet with a form that includes a project select dropdown (This dropdown is easy to maintain if you have Data Shuttle)
    2. Project List including formulas that pull hours worked for each project from Hours sheet
    3. Metrics Sheets with formulas to reference Hours sheet and calculate desired metrics

    I hope this helps. Feel free to reach out if you have questions.


    Julie Fortney

    julie.fortney@swc.net