Resource Management Allocation Percentage
We are using Resource Management for capacity planning of stations rather than people. The way that the allocation is set up as a % of day, or hours per day does not align with the way we should schedule. Ex. 8 hour day, task requires 12 hours. Schedule in resource management would show this as 75% over two days or 6 hours a day, when in our situation it would be 8 hours the first day (100%) and then 4 hours the next day (50%). Is there a way to represent this in the schedule view of Resource management?
Answers
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HeatherD。 Moderator
Hi@ChristinaL,
The best way to handle this if you have days that have a different % allocation is to create separate tasks for each day. As shown in the screenshot below, I'm using a project in Smartsheet that integrates with theResource Management Panel; however, if you use Resource Management as a standalone, it will be the same basic idea.
As you can see above, I have broken Event D down to Day 1, Day 2, Day 3, and Day 4, because there are separate allocations for each day. You can see in the screenshot below that, because the tasks are broken down day by day, the capacity is shown accurately for each day.
Theoretically, you won't have to break down all events into single-day tasks; you'll only need to do this for events that have varying allocations throughout their duration. I hope this helps!
Best,
Heather
Categories
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>. 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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. 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