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"% Allocation", "Assigned Resource", "Task Duration" Impact to Task's End date??
I would appreciate some guidance on a common project scheduling practice in Smartsheet. Typically, resource allocation (% allocation) and assigned resources are defined before building the WBS. Task start and end dates should then be driven by both task duration and the assigned resource’s availability. For example, if…
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Request to be able to turn off default of 100% allocation
This new functionality will not work for us and will cause us to have to update every row: "Starting at the end of August 2024, new rows added with astart date, end date, and contact field in sheets connected to ResourceManagement by Smartsheet or with workload tracking enabled will automatically default to a 100%…
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Individual allocations for persons assigned to the same task
Today, when needing different allocations (%) for individuals assigned to the same task, I need to have separate lines/taskentries for each person. While this is OK, it would be an improvement/ease managing a plan, if one could have one task entry for multiple persons and adjust the allocations separatly if needed.
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Add Resource Management Default Option to Sync Hours vs. Allocation %
Our team prefers viewing resource allocation in hours rather than percentages. Currently, the Resource Management tool defaults to syncing Allocation % only. Is there a way to sync the Hours column instead and display allocation in hours in the Resource Management tool? In the Assignment Details report, availability can be…
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Allocation % Formula Based on Duration
Is there a formula that can be used to calculate Allocation % based on planned start and finish date (duration) entries? My allocation % is right next to the planned start and finish date columns, and I am hoping it can use the duration to determine allocation %. I would like to avoid having to enter allocation % directly…
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Resource Management Alert Notification of Over Allocation
I'd like to see a notification alert when adding a contact if they are over allocated somewhere else. Currently, the heatmap at the side only shows that a resource is over allocated, yet still allows you to schedule. There should be some sort of stop mechanism so this does not occur. Having an alert that the contact we are…
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Move all tasks to new column, not just Parent cards!
I primarily work in card view, running the project via Scrum methodology. When I move level 1 cards into the 'done' column, it doesnt move the level 2 subtasks into 'done' as well. This is an expected outcome for Smartsheets, but I'd argue that when working in card view, you would only move parent card into 'done' when all…
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Resource Management - Report of Over-Allocations?
Is there a way to get a report of anyone in the tool who has no assignments (0% allocation) or is over-allocated (>100% allocation)? I can view this information at a glance live in the Schedule tab with the Allocation Heatmap, but I'd like to export the information in a table (name, email, allocation percentage).
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Resource Management - Enhance Sort by feature with more criteria
Enhance Sort by feature with more criteria than just: First name, Last name, Role, Display and Availability. Nice additions would be Location and custom criteria so you can cluster the results in your view while still being able to see all results.
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Summary of Project and Phase Allocation % for each resource
I am trying to create a section at the top of the projects Gantt that shows the total allocation % for each resource in each project phase and in the project overall. I need this to not double count in resource manager, but just roll up each resource's allocation % from a Phase and the project in total. I've tried adding…