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Resource Loading across projects

Robert Poddar
Robert Poddar ✭✭
edited 12/09/19 inArchived 2017 Posts

Hi,

I have a situation wherein a developer is working across 3 projects, with his loading being:

1. Project1 - 50%

2. Project2 - 25%

3. Project3 - 25%

When i plan his task for Project1, i need to ensure that he is only 50% and accordingly the duration for the task needs to be calculated. Is there any method where i can acheive this?

thanks

Robert.

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  • ruiovaz
    ruiovaz ✭✭

    Hi

    If you have resourse management on, I think you can control what you want via the Allocation % column:

    Hope it helps

    Rui

    Capture1.JPG

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  • Robert Poddar
    Robert Poddar ✭✭

    Hi Ruiovaz,

    Thanks for your inputs. Can you please help to provide some more info on how to achieve this? In the Resource Management tab, i select "Allocation %". Should i create a new column "Allocated Bandwidth" and assign this column to the "Allocation %"?

    Assuming that i mention 50% for a resource X, then when i enter the duration for a task as 1 day, does Smartsheet automatically change the duration to 2d?

    thanks

    Robert

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  • ruiovaz
    ruiovaz ✭✭

    Hi Robert

    You can assign any numerical % column to "Allocation %" column. Smarsheet will show you, in the dialog that I sent you, the column(s) that are eligible to the role. You can call it whatever you want.

    As far as I know, Smartsheet does not handle effort driven tasks. So task duration does not relate with resource allocation.

    Smartsheet will alert you when a resource is allocated more then 100% in several tasks.

    For more information please read this article

    https://help.smartsheet.com/articles/1346969-resource-management-allocation-team-enterprise-only-#allocation

    Hope this helps

    Rui

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Categories

Hi, <\/p>

Instead of applying the formula to \"Multiselect Text String\" row, did you tried with \"Multiselect Values\" row?<\/p>

=IF(HAS([Multiselect Values]@row, [Component ID]@row), \"MATCH\", \"NO MATCH\")<\/p>

Thank you,<\/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":109493,"type":"question","name":"I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","excerpt":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5 different statuses in a separate column. So using the screenshot I've provided as an example (although it doesn't have 5 different statuses in the…","snippet":"Hello, I am attempting to come up with a sheet summary formula that counts cells if they meet at least one of 3 different statuses in the same column, AND also meet one of 5…","categoryID":322,"dateInserted":"2023-08-25T20:03:21+00:00","dateUpdated":null,"dateLastComment":"2023-08-26T00:34:49+00:00","insertUserID":165710,"insertUser":{"userID":165710,"name":"SmarsheetNewb","url":"https:\/\/community.smartsheet.com\/profile\/SmarsheetNewb","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-26T00:33:27+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":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3386005690,"url":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109493\/i-am-having-trouble-using-and-or-countif-s-to-build-a-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109493,"commentID":392692,"name":"Re: I am having trouble using \"And\", \"OR\" & \"Countif(s)\" to build a formula.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392692#Comment_392692","dateInserted":"2023-08-26T00:34:49+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":"2023-08-27T02:16:35+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":"2023-08-26T00:33:25+00:00","dateAnswered":"2023-08-25T20:44:12+00:00","acceptedAnswers":[{"commentID":392662,"body":"

Try this:<\/p>

=COUNTIFS([Item Number]:[Item Number], OR(@cell = \"C001\", @cell = \"COO2\", @cell = \"COO3\", @cell = \"COO4\"), [Status]:[Status], OR(@cell = \"Green\", @cell = \"Yellow\", @cell = \"Red\"))<\/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":109500,"type":"question","name":"Auto-populate emails on a \"contact list\" column","excerpt":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\") is in the Form where they type in their names. The \"Requestor Name\" column is a Contac List column. My issue here is, how can I have Smartsheet…","snippet":"I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns (\"Requestor Name\")…","categoryID":321,"dateInserted":"2023-08-25T21:43:36+00:00","dateUpdated":"2023-08-25T21:44:14+00:00","dateLastComment":"2023-08-25T22:14:15+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-27T06:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":164850,"lastUserID":165374,"lastUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3386002071,"url":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109500\/auto-populate-emails-on-a-contact-list-column","format":"Rich","tagIDs":[204,247,334,448,527],"lastPost":{"discussionID":109500,"commentID":392677,"name":"Re: Auto-populate emails on a \"contact list\" column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392677#Comment_392677","dateInserted":"2023-08-25T22:14:15+00:00","insertUserID":165374,"insertUser":{"userID":165374,"name":"Shanky Paul","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Shanky%20Paul","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcAdE60g-MBEj1rR28GVz9zn6RmbZsmEQm5EiEV=s96-c","dateLastActive":"2023-08-27T08:29:18+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-27T06:55:03+00:00","dateAnswered":"2023-08-25T22:14:15+00:00","acceptedAnswers":[{"commentID":392677,"body":"

Hi, <\/p>

Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>

Thank you!<\/p>


<\/p>

\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n
\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":[{"tagID":204,"urlcode":"forms","name":"Forms"},{"tagID":247,"urlcode":"contacts","name":"Contacts"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"},{"tagID":527,"urlcode":"columns","name":"columns"}]}],"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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