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Linking for resource tracking

Valeria
Valeria ✭
edited 12/09/19 inArchived 2015 Posts

Hi, I'm using rows linking when one task is needed for different projects. The Allocation % field is linked as well in such situation. The problem is that Smartsheet treats linked allocations as two different tasks and adds allocations, instead of reading Allocation % only from the master sheet.

Do you have a solution how to link allocations in this case?

Torn off Resource Allocation feature in one sheet is not an option.

Example:

Project 1: Task 1 - Assigedn for John - from 18.05 - till 19.05 - Allocated 30%

the same task is a step for another projects, so I link the row.

Project 2: Task 1 - Assigedn for John - from 18.05 - till 19.05 - Allocated 30%

And I expect smartsheet to show is Resource viewer only 30% for John, not 60%.

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  • Sam S
    Sam S ✭

    Valeria - we were having this exact same issue because we have to link the same task across multiple sheets. We solved this by NOT linking the Allocation % cell and in every destination sheet, we changed the allocation to 0%.

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<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":109217,"type":"question","name":"Formula Help","excerpt":"I am trying to fix a formula. What I am trying to achieve is the number of days between the Assigned Date and the Created Date. The \"Executed\" is for when the status changes to Executed. I have a status column and date columns following for the statuses like \"Assigned\" , \"Pending\" etc. and for each status is a date column…","snippet":"I am trying to fix a formula. What I am trying to achieve is the number of days between the Assigned Date and the Created Date. The \"Executed\" is for when the status changes to…","categoryID":322,"dateInserted":"2023-08-21T17:53:13+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T22:39:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156010,"lastUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":29,"score":null,"hot":3385301579,"url":"https:\/\/community.smartsheet.com\/discussion\/109217\/formula-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109217\/formula-help","format":"Rich","lastPost":{"discussionID":109217,"commentID":391751,"name":"Re: Formula Help","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391751#Comment_391751","dateInserted":"2023-08-21T22:39:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-08-21T22:38:39+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T22:39:50+00:00","dateAnswered":"2023-08-21T22:31:14+00:00","acceptedAnswers":[{"commentID":391749,"body":"

Give this a try:<\/p>

=TODAY() - IF([Assigned Date]@row <> \"//www.santa-greenland.com/community/discussion/323/\", [Assigned Date]@row, DATEONLY(Created@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"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":109212,"type":"question","name":"INDEX MATCH with multiple values question","excerpt":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker that I'd like to check off if the Candidate name AND the Evaluator name match in both sheets. There will be duplicate results for each column…","snippet":"Hello, I have 2 sheets. Response Form Assignment tracker Both sheets have the same following columns: Evaluator Name Candidate Name I have a check box column in Assignment Tracker…","categoryID":322,"dateInserted":"2023-08-21T17:26:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T20:29:09+00:00","insertUserID":165425,"insertUser":{"userID":165425,"name":"MarcM","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MarcM","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-21T20:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3385290352,"url":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109212\/index-match-with-multiple-values-question","format":"Rich","lastPost":{"discussionID":109212,"commentID":391719,"name":"Re: INDEX MATCH with multiple values question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391719#Comment_391719","dateInserted":"2023-08-21T20:29:09+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-22T00:53:34+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:28:55+00:00","dateAnswered":"2023-08-21T19:17:27+00:00","acceptedAnswers":[{"commentID":391690,"body":"

I think I would just use a COUNTIFS in this situation:<\/p>

=IF(COUNTIFS({FY24 Hirevue Response Sheet Range 1}, [Evaluator Name]@row, {FY24 Hirevue Response Sheet Range 2}, [HV Candidate Name]@row) > 0, 1, \"//www.santa-greenland.com/community/discussion/323/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"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":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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