Resources are not always showing up Resource Views
I've been successfully utilising the Resource Views capability for 6 months. Today I noticed that a number of Workspaces are not reporting through to the Resource Views. Each workspace our company uses, utilises a simple Gant Chart with Resource Allocation to tasks. It has been successful to-date.
An example is below
When I review the Resource Views, this Project (P17280 - above) doesn't show under either AL or VB's name - below is VB's resource view. This is despite clearly having Allocation against each resource.
However, when I select the Resource Icon in the indivual Workspaces Resource Gantt Chart, it picks up the correct (all) projects that VB is allocated to; in this case P17280 is included.
Can anyone suggest why indiviual Resource Sheets are picking up correct data, but not Resource Views?
I'm stumped.
Best Answers
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Hi Andree,
I've interogated this issue a little more.
It all comes down to the Selectable Date function and the fact that Resource Views will only return a result if a Resource has any time (% Allocated) in the selected time period.
My selection defaults to today's date, so I wasn't seeing anything from the past. If a sheet's Resource doesn't have any % Allocation in the period selected, rather than showing Zero or Nil, Resource Views simply doesn't import any data from the Workspace. A little confusing if your not expecting it to work this way.
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Ok. That makes sense!
✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Hi Richard,
Is the project(s) included in the specific resource views?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Andree,
I've interogated this issue a little more.
It all comes down to the Selectable Date function and the fact that Resource Views will only return a result if a Resource has any time (% Allocated) in the selected time period.
My selection defaults to today's date, so I wasn't seeing anything from the past. If a sheet's Resource doesn't have any % Allocation in the period selected, rather than showing Zero or Nil, Resource Views simply doesn't import any data from the Workspace. A little confusing if your not expecting it to work this way.
-
Ok. That makes sense!
✅Please help the Community by marking your post with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks, work for me :)
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