Tracking Time at Project Task Level

Kelly Pratt
Kelly Pratt ✭✭
edited 07/05/23 inResource Management

Hello,

I am working on rolling out Resource Management to my team and there is a functionality that I can't figure out (or perhaps just doesn't exist).

We'd like our project plans to connect to resource management to forecast our tasks using % allocation. What I'd love to be able to do is then compare time tracked against those tasks to the forecasted. It looks like we can only track time at the project level and it doesn't connect back to the tasks with % allocation.

Is that correct or am I missing something??

Appreciate the input!

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@Cash<\/a> <\/p>

Create a field that checks if both the created date is more then 3 days ago and the status is \"Not Started\". Then have an automation run every morning that is filtered to this field being checked.<\/p>

Example formula:<\/p>

=IF(AND(Status@row=\"Not Started\",(TODAY()-[Created Date]@row)>3),1,0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108074,"type":"question","name":"Stop people from tracking to a project when an hours or fee budget is exhausted","excerpt":"Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that project? The only lock setting I am able to see if one to lock time entries to the project once added (or after 14 days). Not sure if I am just…","snippet":"Hi Community! Does anyone know if there is a way to set up a project in Resource Management so when the time or fee budget is exhausted, people can no longer track time to that…","categoryID":355,"dateInserted":"2023-07-25T23:15:36+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T23:41:37+00:00","insertUserID":163801,"insertUser":{"userID":163801,"name":"beverlyjosie","title":"Governance and Operations Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/beverlyjosie","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-01T18:14:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":128,"score":null,"hot":3380831233,"url":"https:\/\/community.smartsheet.com\/discussion\/108074\/stop-people-from-tracking-to-a-project-when-an-hours-or-fee-budget-is-exhausted","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108074\/stop-people-from-tracking-to-a-project-when-an-hours-or-fee-budget-is-exhausted","format":"Rich","tagIDs":[468],"lastPost":{"discussionID":108074,"commentID":387700,"name":"Re: Stop people from tracking to a project when an hours or fee budget is exhausted","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387700#Comment_387700","dateInserted":"2023-07-27T23:41:37+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T00:32:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-26T16:36:54+00:00","dateAnswered":"2023-07-26T16:13:19+00:00","acceptedAnswers":[{"commentID":387210,"body":"

Hi @beverlyjosie<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":468,"urlcode":"resource-management","name":"Resource Management"}]},{"discussionID":100798,"type":"question","name":"Resource Management Synchronization - API","excerpt":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do, please? Thanks!","snippet":"Hello, I was looking under my activity log and noticed the above for sheet view, but I'm not sure who that is and the purpose of it. Can someone please explain what they do,…","categoryID":355,"dateInserted":"2023-02-07T17:11:48+00:00","dateUpdated":"2023-07-05T09:50:09+00:00","dateLastComment":"2023-03-03T11:08:52+00:00","insertUserID":155716,"insertUser":{"userID":155716,"name":"Nkeiruka. Aguocha","url":"https:\/\/community.smartsheet.com\/profile\/Nkeiruka.%20Aguocha","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-04-25T22:40:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-25T20:36:29+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":321,"score":null,"hot":3353635240,"url":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100798\/resource-management-synchronization-api","format":"Rich","lastPost":{"discussionID":100798,"commentID":365400,"name":"Re: Resource Management Synchronization - API","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/365400#Comment_365400","dateInserted":"2023-03-03T11:08:52+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-25T20:36:29+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-02-08T21:59:45+00:00","dateAnswered":"2023-02-08T20:37:32+00:00","acceptedAnswers":[{"commentID":361273,"body":"

Hi @Nkeiruka. Aguocha<\/a>, <\/p>

It sounds like the sheet you're working in is a Project Sheet that has Resource Management connected<\/a> to it, and you're using the Resource Management Panel<\/strong><\/a> in Smartsheet to sync your data. This integration will use the Resource Management API to connect the two systems. <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":355,"name":"Resource Management","url":"https:\/\/community.smartsheet.com\/categories\/resource-management","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":null,"prevURL":null,"currentPage":1,"total":3,"limit":3},"title":"Trending in Resource Management","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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