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Managing Allocation % for Many Projects

Tama Wagner
Tama Wagner ✭✭✭
edited 12/09/19 inArchived 2017 Posts

I have a task that takes me 2 hours to complete, but I have 4 business days to complete that item. So, I have a start date of 02/04/17 and a due date of 02/08/17, so the duration column automatically shows up as 4 days. If the % Allocation column defaults to 100%, in the Resource Views tool, it looks like for 4 days, I’m 100% allocated to that task, but that is not the case.

Because it is not currently possible for the % Allocation feature to adjust automatically according to a span of days and duration, I know that I need to manually enter 6% for the % Allocation to be accurately reflected in the Resource View (8 hour days x 4 = 32 hours - 2/32 hours = 6.25%).

Is there a better way for me to input or manage this information to accurately reflect the work load in the Resource Views tool? I should mention that we have roughly 30 projects with about 30+ different tasks for each project. I'm the only one that manages these schedules.

At one point, I had figured out a series of formulas that would calculate % Allocation according to numbers of days until due date, percentage complete, and duration of time it would take to complete the task. I know that the % Allocation column does not accept formulas, but I found that it did if I turned it off as the designated % Allocation column, input the formula, then turned it back on, the % allocation column would adjust automatically according to the formula. That does not work anymore.

Thanks!

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Comments

  • Laura
    Laura ✭✭✭✭✭✭

    I'm not sure if this will be helpful to you but...

    I've ran into a similar issue and this is how I decided to break mine down now.

    Thats saying out of the 4 days, your task duration is 2hs, you used 100% of that allocated time for the task and its now 100% complete. In my case, I could set aside 2hrs and it might take 30mins so i'd change the allocation % to 25%.

    ss.png

This discussion has been closed.
With the symbols you are using, the options would typically be represented by the text entries [Empty, Quarter, Half, Three Quarter, Full]. In this case, this should work:<\/p>

=IF(COUNTIF(CHILDREN([BallCell]@row), \"Empty\") = COUNT(CHILDREN([BallCell]@row)), \"Not Started\", IF(COUNTIF(CHILDREN([BallCell]@row), \"Full\") = COUNT(CHILDREN([BallCell]@row)), \"Completed\", \"In Progress\"))<\/p>

If you do have your sheet setup somehow so that the entries are respresented by [0, 0.25, 0.50, 0.75, 1], then this should work:<\/p>

=IF(COUNTIF(CHILDREN([BallCell]@row), < 0.25) = COUNT(CHILDREN([BallCell]@row)), \"Not Started\", IF(COUNTIF(CHILDREN([BallCell]@row), 1) = COUNT(CHILDREN([BallCell]@row)), \"Completed\", \"In Progress\"))<\/p>

In either case, you will need to substitute [BallCell] with the name of the column with your symbols. The column name is not visible in your screenshot.<\/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":106869,"type":"question","name":"Formula to Assign Symbol based on a cell's value","excerpt":"This is a complicated one that I once got to work with RGY balls, but cannot figure out how to apply this to the Pain scale emojis. What I am trying to do: (Using the pain scale symbols) Have symbols automatically changed based on the value in the corresponding cell. I am already using a formula to assign a value based on…","categoryID":322,"dateInserted":"2023-06-24T20:02:20+00:00","dateUpdated":null,"dateLastComment":"2023-06-25T22:29:54+00:00","insertUserID":158092,"insertUser":{"userID":158092,"name":"MeganJF","url":"https:\/\/community.smartsheet.com\/profile\/MeganJF","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DgFow9e-1vo!YfMmmJOUTjo!UDpVBcB6ikY","dateLastActive":"2023-06-25T17:43:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-26T04:50:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":30,"score":null,"hot":3375372134,"url":"https:\/\/community.smartsheet.com\/discussion\/106869\/formula-to-assign-symbol-based-on-a-cells-value","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106869\/formula-to-assign-symbol-based-on-a-cells-value","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106869,"commentID":382193,"name":"Re: Formula to Assign Symbol based on a cell's value","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382193#Comment_382193","dateInserted":"2023-06-25T22:29:54+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-26T04:50:32+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-25T17:10:13+00:00","dateAnswered":"2023-06-25T03:32:30+00:00","acceptedAnswers":[{"commentID":382165,"body":"

Hi @MeganJF<\/p>

I guess you forget to use AND( ).<\/p>

For example, <\/p>