Aggregating data over various sheets

hushpuppies

Hello community,

I just started dabbling in smartsheet and I came to a point where I need some advice on how to continue or if the things I planned are possible at all.

My plan is to create a tool to help our project managers to see which co-worker is "booked" in what periods of time to assess the total workload better.

I have created a pretty standard sheet with all the usual information like a structure for the project with objects, phases, tasks each with start and end date and one or more co-workers assigned to each task.

I plan to copy this sheet for each new project and just to change the data inside.

Then of course I'd like to have some overview over those projects.

Aggregating basic project information like planned beginning and end or the name and id of the projects could be done easily in a separate sheet and using this sheet a basis for a dashboard or report.

But what I really like to see is some aggregation, for example, like a "calendar" for each co-worker with their booked time over all my projects.

Is something like that possible at all and if it's possible do I need resource management licenses for this?

Thanks in advance.

Jason Tarpinian

Resource tracking isn't my forte, but I think you said it in your last sentence, Resource Manager will get you what you need.

Smartsheet had it's own tool before acquiring Resource Manager, but it hasn't seen too much love since, you can try it out, Resource View:

https://help.smartsheet.com/articles/1346971-resource-views-for-legacy-resource-manager

Andrée Starå

Hi @hushpuppies

I hope you're well and safe!

What about creating a Current User Report showing as a calendar?

Would that work/help?

Also, I'd recommend looking at the Premium solution, Resource Management by Smartsheet (formerly 10,000ft).

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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hushpuppies

https://community.smartsheet.com/discussion/comment/345926#Comment_345926

Thanks for your answer.

I followed the instructions but the "Legacy RM" checkbox doesn't appear in the resource management options of the sheet and therefore I can't follow the next steps, because the appropriate buttons and features don't show up.

Is it possible that the legacy RM is now only available to "old" sheets which had this already enabled and is now discontinued in favor of the new resource management?

hushpuppies

https://community.smartsheet.com/discussion/comment/345935#Comment_345935

Thanks for your answer, too.

the "Current User Report" you mentioned is a feature of the new resource management, correct?