link between the completion percentage and the Resources availability
If I modifty the Percentage of completion to 100% in Smartsheet after the first week of a task that was originally planned for 2 weeks. will it increase the availability of the resources for the second week ? Is there a link between the completion percentage and the Resources availability. Can this be managed ?
Answers
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IsaacS ✭✭✭
I don't believe the % completion column will automatically "free up time" for the resource assigned to that row.
However, one way to manage this would be to shorten the duration of the task once it is complete (like from 10d to 5d) or alternatively to move the "end date" date target to the day it was completed.
When you do this, and the task is complete and ended in the past, the resource's availability should open up by that % amount on the next working day.
This does require some manual work, but you could give yourself a signal by using Conditional Formatting to highlight any tasks where complete is "greater than (90%)" or where the end date is within 3 days of today.
Hope this helps.
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":"2023-08-22T09:45:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":117,"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":"2023-08-22T09:45:07+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":"
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>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>
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>
