Best Practices for allocating resources in Resource Management?

cayla.conner_

Hello,

We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resource availability? What other best practices are there to allocate resources?

Thanks in advance.

Genevieve P.

Hi @cayla.conner_

You can certainly allocate at the phase level if you want to be more granular than at the project level!

However keep in mind that if you're syncing projects across Resource Management and Smartsheet, syncing phases over isn't supported yet.

Cheers,

Genevieve

markj1

https://community.smartsheet.com/discussion/comment/355963#Comment_355963

Hi @Genevieve P. couple of follow-up questions from your post.

1. Is there a release date for syncing phases?
2. Knowing phase syncing doesn't work would it still be ok to start my build using phases? Meaning, will everything under the phases still sync with Smartsheet? I need a granular view of a project showing what phase or part we are on.

Thanks Mark

Genevieve P.

Hi @markj1

I don't have an update for if or when this will be implemented in the Smartsheet / Resource Management panel sync. Please do add your vote and voice to this Product Idea Post on the same subject! The top-voted posts receive a status update from the Product team.

Here's a free webinar that you may find helpful as you get started. It explains how the sync works between a Resource Management project and a Smartsheet sheet: Intro to Resource Management by Smartsheet

This Help Article also goes through how assignments are synced: Sync Resource Management assignments with Smartsheet

Cheers,

Genevieve