I’m looking for a Smartsheet-based solution to track level of effort (LOE), resource capacity, workload, and percentage allocation to specific tasks. My goal is to accomplish this using formulas, templates, and native Smartsheet functionality that can be incorporated into our existing environment.
I understand Smartsheet offers a separate Resource Management module, but I’m specifically seeking a simpler approach that does not require an additional product. This was a straightforward capability in Microsoft Project, where resource allocation, capacity planning, and workload balancing could be easily viewed against project schedules and delivery dates.
Despite exploring several options in Smartsheet, I have not yet found a simple, effective way to compare resource capacity against project demand, assess over- or under-allocation, and understand workload distribution across multiple projects based on target delivery dates. I’m interested in identifying best practices, templates, or formula-driven approaches that can provide this visibility within the standard Smartsheet offering.
