最好的方法来跟踪资源负载的个人和他们的任务列表
你好,
我在制造业工作，过去使用过Smartsheet，并利用了特定资本项目的“问题/任务”列表模板，并根据我的需求进行了修改。效果很好。我设置了一个非常简单的仪表板来显示任务状态，分配给每个人的任务数量等。然而，这是针对一个拥有多个(人员)资源的项目。欧宝体育app官方888
我仍然在制造业，但需要做一些不同的事情。我现在有三个直接下属。每个人都在不同的部门工作，除非其中一个需要帮助，否则他们通常不会交叉工作。除了生产支持和流程改进，目标是ob欧宝娱乐app手机下载至少占用他们50%的时间，我还希望能够跟踪他们的工作量和他们每个人被分配的具体任务，或者与他们支持的部门一起工作。每个人还作为植物资源参与各自地区的各种资本项目。为了了解每个人当前的负载情况(在生产支持、资本项目和过程改进计划之间)，我要求他们填写一份电子表格，列出他们正在处理的所有计划/任务，ob欧宝娱乐app手机下载并估计他们在每个计划/任务上花费(或期望花费)的时间百分比。电子表格是一个由三张表组成的文件，每个人一张。此外，我还要求他们列出他们希望完成每项任务的时间段(我们的日历年由13个时间段组成，每个时间段持续4周)。这让我知道每个人在各自的计划中投入了多少时间，并告诉我他们什么时候被过度分配了。当将电子表格与Smartsheet网格进行比较时，最左边的列(这将是主列)是任务名称。 There a few more columns with supporting information followed by 13 more columns, one column for each period. They enter a decimal amount in those 13 columns indicating % of their time for each task.
如果可能的话，我想在列表和甘特图形式中使用这些信息。我喜欢列表格式，这样可以添加更多的列和附加信息。至少，我希望能够为每个任务分配开始和结束的日期。我的问题是……这可能吗?我希望能够看到列表的粒度级别，甘特图的整体图片，并能够跟踪小时数以平衡资源负载。我不知道我是否应该使用三张单独的表格——每个人一张——然后得出一个总结表格。但如果我这样做了，我怎么能把这三张不同的表格合并成一个整体的年度日历呢?
我想利用智能表中的资源加载功能，但不确定这是否是“添加”，或者我目前是否有可用的功能。
任何建议都将非常感激。谢谢!
答案
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hollyconradsmith ✭✭✭✭ -
MPMurphy ✭谢谢你的反馈，Holly!
根据我所读到的，我认为遗留资源管理是一个标准特性。事实并非如此吗?我知道新的资源管理功能，日历应用程序和动态视图都是附加组件，需要花钱。我不确定我的公司是否愿意购买这些功能，所以我正在寻找一种方法来利用我现有的资源来实现这些功能。
类别
This: The only thing I can think of is making a helper column that makes sure the parents status for reports always gets transferred to the children. <\/p>
It's not ideal but until they add hierarchies into reports, this is what's working for me.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-24 17:23:16","updateUser":{"userID":157282,"name":"Jesse Hart","url":"https:\/\/community.smartsheet.com\/profile\/Jesse%20Hart","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-01-24T17:23:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":100064,"type":"question","name":"Copy the value in a cell to another cell - Dates","excerpt":"I have two columns in a sheet where I want to same date in both columns. I want to link the second column to the first column so that whatever date I put in that first column reflects the change in the second column. I understand this isn't possible with automation at this time as I don't want to date stamp it. How would I…","categoryID":321,"dateInserted":"2023-01-24T13:36:02+00:00","dateUpdated":null,"dateLastComment":"2023-01-24T15:16:06+00:00","insertUserID":142255,"insertUser":{"userID":142255,"name":"BethWork","url":"https:\/\/community.smartsheet.com\/profile\/BethWork","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!iefWIv3I7j4!g1NXpxGzO_w!Y-G0Xupmr9j","dateLastActive":"2023-01-24T19:28:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2023-01-24T19:57:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":19,"score":null,"hot":3349143728,"url":"https:\/\/community.smartsheet.com\/discussion\/100064\/copy-the-value-in-a-cell-to-another-cell-dates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100064\/copy-the-value-in-a-cell-to-another-cell-dates","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":100064,"commentID":358360,"name":"Re: Copy the value in a cell to another cell - Dates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/358360#Comment_358360","dateInserted":"2023-01-24T15:16:06+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2023-01-24T19:57:01+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-24T13:57:31+00:00","dateAnswered":"2023-01-24T13:44:58+00:00","acceptedAnswers":[{"commentID":358338,"body":"
I hope you're well and safe!<\/p>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>
Have you checked, so the Install Data Phase 1 is set as Date?<\/p>
I hope you're well and safe!<\/p>
In my client solutions, I usually add it to a cell or field in the Sheet Summary Section.<\/p>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>
