Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Resource View by Month or Quarter

George Wallace
George Wallace ✭
edited 12/09/19 in Archived 2015 Posts

The resource allocation is a great addition to Smartsheet.

 

I need to be able to see allocations by week, month, or quarter, not just by days.

 

Is there a way in Smartsheet to do this?

 

If not, how can I do so via an Excel export?

 

Thanks!

Tags:
· Share on FacebookShare on Twitter
«1

Comments

  • Sam S
    Sam S ✭

    Resource views are only viewed by day but you could export the resource view to Excel (from the Home tab) and import it back into Smartsheet. From there you can manually make calculations to determine monthly and quarterly allocation. For example, sum the percentages for the period then divide by the number of days in the period.

    · Share on FacebookShare on Twitter
  • Oscar Romero
    Oscar Romero ✭
    edited 07/09/15

    Resource views are a true oustanding feature!!... being able of compress the view with an by-default average aggregation by week would be a really amazing improvement.

     

    Making online resource capacity analysis combined with capacity planning with your team, inputing allocations percentages by week are so usefull and so a best practice in PM that I'm sure that a lot of people would find it a critical point,

     

    Furthermore I think that having an average by or by years would be nices-to-haves features, but a by-week view is really a must-have.

     

    Where can I do a formal feature request? is this the right channel?

     

    Regards,

     

    P.S.:The workaround of exporting/importing an excel is just not an option.

    · Share on FacebookShare on Twitter
  • Travis
    Travis Employee
    edited 07/10/15

    Hi Oscar and George! Thanks for the suggestions! I will pass your suggestions along to our product team for consideration in future development. 

    · Share on FacebookShare on Twitter
  • Oscar Romero
    Oscar Romero ✭

    Thank you Travis!

    · Share on FacebookShare on Twitter
  • ilja kooij
    ilja kooij ✭✭

    Hi, i would be realy interested in a 'month' view for resources. Did this request get any traction at SS? 

    · Share on FacebookShare on Twitter
  • Travis
    Travis Employee

    Ilja, there are not any near term plans for this but I will add your vote for it!

    · Share on FacebookShare on Twitter
  • George Wallace
    George Wallace ✭

    Again, adding resouce tracking is a really great improvement.

     

    Unfortunately, only being able to veiw the loading by day is not of any use to me.

     

    The Excel export/import is not sustainable.

     

    At this point, for my situation, the feature is not usable.

     

    Adding a congregated resource loading view is essential to the functionality of this feature as far as I am concerned.

     

    · Share on FacebookShare on Twitter
  • K R
    K R ✭
    edited 12/03/15

    I agree with George Wallace entirely. Add my vote..

    · Share on FacebookShare on Twitter
  • BarbaraT
    BarbaraT ✭

    +1 vote on this one please. Need the ability to view resources by month or quarter

    · Share on FacebookShare on Twitter
  • Vincent Bernard
    Vincent Bernard ✭

    I agree it is a key feature.

    Is there any news on this i.e. having a monthly and quarterly view on the resource view?

    · Share on FacebookShare on Twitter
  • Dave Ungar
    Dave Ungar ✭

    adding another vote for this feature... We have some managers looking to other solutions because they prefer resource views of other tools. (I would like to have them use Smartsheet - this would help me make that case better.)

    · Share on FacebookShare on Twitter
  • koenvdbrug
    koenvdbrug ✭
    edited 05/30/17

    And adding one more vote for this...

    · Share on FacebookShare on Twitter
  • jim.plummer24501
    jim.plummer24501 ✭✭

    Over 2 years and no functional improvements to this? Please add resource view by week, month, quarter. Include an option to show hours or percentages.

    This would make resource allocation much more useful.

    Thank you

    · Share on FacebookShare on Twitter
  • Todd Franco
    Todd Franco ✭

    Please add my vote.  Surprisingly this item is still outstanding - seems like low hanging fruit to address the community requesting this function.  Being told by SmartSheet to add the Smart Center module ($$$$) to me is not a viable solution... it's just a view.

     

    Thank you

    · Share on FacebookShare on Twitter
  • Todd Franco
    Todd Franco ✭

    Hi Travis,

    Has there been any progress on this or is there a priority list for product enhancements the community can see? 

    · Share on FacebookShare on Twitter
This discussion has been closed.

Categories