Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.

Ressource Management

Sophie Charpie
Sophie Charpie ✭
edited 12/09/19 inArchived 2015 Posts

Within a team of 13 users in Smartsheet, we are struggling with the resource management and allocation of tasks. If I want to allocate a task to a staff member which will require 30% of his or her time over a period of 2 months (but without knowing when he or she will work on this precisely), how can I do that ?

同时,我f I change the starting date of an activity, it automatically changes the end date. How can I change it, so that the duration changes and not the end date ?

Don't know if that makes sense ...

Tags:
· Share on Facebook Share on Twitter

Comments

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Hi Sophie

    I can understand the challenges you describe and while we could make some quick workaround suggestions that will help, I suggest what would help you more is to talk through your workflow and see if we can modify the way you work with Smartsheet to get more out of it. It is an excellent tool and by making it really easy to use, they havent been able to provide quite as much flexibility as you might find in far more expensive solutions, but we do find ,that with some careful design work we can addrerss 90 = % of project management needs. Happy to discuss this if you wish?

    RichardR

    · Share on Facebook Share on Twitter
  • Sophie Charpie
    Sophie Charpie ✭
    edited 12/17/15

    Thanks you very much Richars. Yes, I'm happy to discuss some workaround suggestions that you would have to help us slightly changing the way we are using Smartsheet in our organisations.

    When would you be available ? Can we use Skpye ?

    Thanks so much for your help,

    Sophie

    · Share on Facebook Share on Twitter
  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    Hi Sophie

    Yes Skype is ideal. Depends what timezone you are in but we are on GMT in the UK and my Skype id is richardrymill Leeds UK

    I have some time available Friday and Monday.

    Can we arrange by email?[email protected]

    Regards

    Richard

    · Share on Facebook Share on Twitter
  • JamesR
    JamesR ✭✭✭✭✭✭
    edited 12/18/15

    Sophie,

    I am a collegue of Richards, and he has asked me to assist in this query.

    Can we help? Yes and No.

    You can not have both things as they work against eachother.

    首先,部分资源分配。欧宝体育app官方888你娘家姓的d to ad a % Allocated column and then in the Project Setup enable Dependencies and in resource management set the new column to be the Allocation % Column. When you assign to then also specify the percentage and the duration. This will the do a flat contour of the percentage accross the period. You will be able to see the result in the resource management view.

    Secondly - Entering new start date. You will need to disable Dependencies which then unlinks the three coulumns (Duration, Start and Finish) and you can enter whatever you like into one but t=neither of the others will calculate. It becomes like Excel. If you wanted there to be a calculation then you would need to create that in the duration column so that when you enter a start date the duration recalculates rather than the end date moving. You will no longer have Resource management views

    I hope this helps and if we can be of any further help view my profile and visit our website to see what we do and contact us if appropriate.

    · Share on Facebook Share on Twitter
This discussion has been closed.

Categories

Hi Robin,<\/p>


<\/p>

Current options are only to take screenshot or print the dashboard as a PDF or to One Note. However, there already is a planned enhancement in the roadmap to send the dashboard snapshot via a scheduled email (similar to reports). No timelines have been mentioned as yet.<\/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":107055,"type":"question","name":"Fill in project number based on ancestor level","excerpt":"I want to auto fill the project_number between the the Purple and Red rows. So all the children of Purple Project have a Project_Number = 4 and all the Red Children have a Project_number of 7 Tried using something like this. So if the Project is checked return the Project_Number. This give me \"UNPARSABLE\"…","snippet":"I want to auto fill the project_number between the the Purple and Red rows. So all the children of Purple Project have a Project_Number = 4 and all the Red Children have a…","categoryID":322,"dateInserted":"2023-06-28T20:28:32+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T12:31:20+00:00","insertUserID":124423,"insertUser":{"userID":124423,"name":"Julie Fleming","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fleming","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T12:31:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":124423,"lastUser":{"userID":124423,"name":"Julie Fleming","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fleming","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T12:31:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":21,"score":null,"hot":3376027792,"url":"https:\/\/community.smartsheet.com\/discussion\/107055\/fill-in-project-number-based-on-ancestor-level","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107055\/fill-in-project-number-based-on-ancestor-level","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107055,"commentID":383057,"name":"Re: Fill in project number based on ancestor level","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383057#Comment_383057","dateInserted":"2023-06-29T12:31:20+00:00","insertUserID":124423,"insertUser":{"userID":124423,"name":"Julie Fleming","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fleming","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T12:31:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/MQEUGWPAA2YV\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T12:31:08+00:00","dateAnswered":"2023-06-28T23:12:12+00:00","acceptedAnswers":[{"commentID":382982,"body":"

Hi Julie,<\/p>

If your primary column is always going to have the text \"#...\" at the end of the field for the first parent row in each group, you should be able to use the \"#\" as a starting point to reference in a RIGHT function. In this case, the below formula should work as a column formula in the Project_Number column. You will just need to substitute your column name \"Project\\Epic\\Feature\\Sprint Objectives\\Task\" wherever it says Primary Column.<\/p>

=IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, RIGHT([Primary Column]@row, LEN([Primary Column]@row) - FIND(\"#\", [Primary Column]@row)), PARENT([Project_Number]@row))<\/p>

Using the LEN - FIND functions should keep the formula working correctly as you get into multiple-digit project numbers. Keep in mind that this formula will need to be updated if the text \"#...\" is ever omitted\/changed in the primary column or if it is not the rightmost text in the field.<\/p>

Hope this works for you! 😊<\/span><\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107046,"type":"question","name":"How to add project dashboard link to project metadata sheet when using PMO template","excerpt":"Need some help here. Set up the PMO using the PMO template. PMs have added projects but the project dashboard hyperlink never populated in the intake sheet nor the project metadata. Trying to add that in now, as the project plan is already created. I've tried to hyperlink the project dashboard URL, copy\/past the URL in the…","snippet":"Need some help here. Set up the PMO using the PMO template. PMs have added projects but the project dashboard hyperlink never populated in the intake sheet nor the project…","categoryID":343,"dateInserted":"2023-06-28T18:45:39+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T12:11:09+00:00","insertUserID":162917,"insertUser":{"userID":162917,"name":"swaters","url":"https:\/\/community.smartsheet.com\/profile\/swaters","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T18:54:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-29T12:50:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":11,"score":null,"hot":3376020408,"url":"https:\/\/community.smartsheet.com\/discussion\/107046\/how-to-add-project-dashboard-link-to-project-metadata-sheet-when-using-pmo-template","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107046\/how-to-add-project-dashboard-link-to-project-metadata-sheet-when-using-pmo-template","format":"Rich","lastPost":{"discussionID":107046,"commentID":383038,"name":"Re: How to add project dashboard link to project metadata sheet when using PMO template","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383038#Comment_383038","dateInserted":"2023-06-29T12:11:09+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-29T12:50:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T10:26:58+00:00","dateAnswered":"2023-06-28T18:54:05+00:00","acceptedAnswers":[{"commentID":382940,"body":"

Right click on the cell, select \"Hyperlink\", select \"Link to other Smartsheet\", click on \"select sheet>\", then select the dashboard to want to create the hyperlink to. You can also adjust the displayed text if needed.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":[]}">

Trending Posts

  • Dashboards

    Does anyone know how to send a snapshot of a dashboard? C levels don't always want to click a link. They want to just see the dashboard sent via email so how can I send the dashboard via email and keep the formatting? Print screen and snip are not great options. Thanks

  • Fill in project number based on ancestor level

    I want to auto fill the project_number between the the Purple and Red rows. So all the children of Purple Project have a Project_Number = 4 and all the Red Children have a Project_number of 7 Tried using something like this. So if the Project is checked return the Project_Number. This give me "UNPARSABLE"…

  • How to add project dashboard link to project metadata sheet when using PMO template

    Need some help here. Set up the PMO using the PMO template. PMs have added projects but the project dashboard hyperlink never populated in the intake sheet nor the project metadata. Trying to add that in now, as the project plan is already created. I've tried to hyperlink the project dashboard URL, copy/past the URL in the…