%分配

联盟
联盟
编辑12/09/19 内容基本知识

作为一个新用户,我发现% Allocation列不响应来自Duration列的输入,这对我来说似乎很直观。

在查看了社区评论后,我发现Smartsheet中的% Allocation功能实际上不起作用。我购买Smartsheet的原因之一是它所宣传的资源分配功能,即过载警报。

我需要知道Smartsheet是否计划尽快解决这个问题。如果不能,我将不得不放弃Smartsheet,转向另一个产品。ob欧宝娱乐app手机下载

有人能告诉我修复计划是否已经安排好了吗?什么时候可以使用?

联盟

评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨联盟,

    我很好奇,你想怎么做?

    请在您有时间的时候提交增强请求。

    最好的

    她名叫Stara

    工作流顾问@ Get Done咨询

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

  • 嗨联盟,

    我不完全确定我是否理解了这种情况,但根据您所写的内容,听起来您可能希望“% Allocated”列自动更新,以反映给定资源的分配情况,基于分配给它们的任务(及其持续时间)。如果是这种情况,那么这可能只是对Smartsheet中的资源管理工作方式的误解。

    “%分配”列用于设置一个人在任务持续期间将分配给任务多少时间。例如,如果任务将在一周内完成,但人员或资源只会在该任务上花费一半的时间,那么您应该将“%分配”设置为50%。如果您希望用户在此期间使用所有的时间,那么您应该将“%分配”设置为100%。

    如果资源被过度分配,那么在工作表的左侧,在该行的行操作指示器(斜体的“i”)列下面,将出现一个红色图标。您可以单击图标查看资源超额分配时的其他详细信息。您还可以从智能表的“资源视图”下的Home选项卡查看资源分配,在那里您可以创建各种资源的视图,并查看它们的分配状态。欧宝体育app官方888

    总之:“%已分配”列用于配置资源在该任务上花费的时间。如果资源被过度分配,您可以通过单击红色图标查看给定资源的当前分配,或者通过home选项卡中的resource Views查看。

    参见:

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

    https://help.smartsheet.com/articles/1346971-resource-views

  • 我不相信Smartsheet管理着EFFORT。相反,if管理DURATION。如果SS确实管理了EFFORT, %ALLOCATION列将调整计划的开始/完成日期。例如,如果有一个需要花费5天时间的任务,并且预计资源将100%分配给该任务,那么SS将显示5天的持续时间。但是,如果您将该任务的%ALLOCATION更改为50%,则预计持续时间为10天。

    但由于SS没有管理“努力”,这是一个静音点。我认为这个%ALLOCATION列添加的唯一值是如果你想管理“过度分配”,即某些任务显示在任务名称的左边的小红人。这是一种更加乏味的管理方式。

    我想看到SS的两个改进:

    1. 在资源层面,请允许我指出谁是全职(例如,100%分配),谁是兼职(例如,50%分配)。这涵盖了我的项目上的所有任务分配给那个人的兼职资源。欧宝体育app官方888
    2. 在任务级别允许我表示努力而不是持续时间。然后SS将按照%ALLOCATION分配工作量,并调整计划的完成日期
  • 我同意Dan的改进要求。我期待的是:

    我输入了两个任务。每一个都有2天的持续时间(努力)。我将在4月13日并行(相同的开始日期)工作。结束日期自动计算为4月14日。如果我的%分配设置为100%,这将导致过度分配。我意识到我不能同时做这两件事,但因为它们是相似的任务,我可以通过在同一天做一些任务a,然后在任务B上重复做同样的工作来获益。

    为了解决我的过度分配,我想改变我的%分配在两个任务的50%。当我改变我的%分配时,我预期我的持续时间会相应调整,延长结束日期。因此,我在每个任务上的持续时间实际上会延长到4天而不是2天,因为我把每个任务的分配分成了一半。

  • 另一位顾客同意丹和伊丽莎亚的看法。持续时间或努力应该是固定的时间。例如,我花了一个小时修剪院子里的草。这就是人们如何思考和计划工作分解结构。

    修剪院子的开始时间是早上9点,或者取决于我早上8点喝完咖啡。如果我被分配在院子里100%的割草,完成时间应该是上午10点。就像丹说的,如果我只分配了50%的时间来修剪我的院子,任务完成时间将会推迟到上午11点。

    这个缺陷似乎是你的工作流程中缺少的关键功能。现在,您的工作流程在资源分配上完全是“手动”的,这会让像我们这样的用户在复杂的项目中容易出错。

    请帮忙——罗伯

  • 事实上,Duration应该是一个“可计算的”字段。

    现在,这是我的转机。我有一个基于分配计算的持续时间列。当该字段与Smartsheet Duration列之间存在差异时,我会被标记,并得到一个只有这些字段的报告。然后用计算值手动更新所有Smartsheet Duration值。我还有一个工作流,如果我忘记调整持续时间,它会给我发电子邮件。

    该字段的复制粘贴可用性最好是....

  • 安东尼·巴特尔米
    安东尼·巴特尔米 ✭✭✭✭✭✭

    我也同意。很像微软项目。

  • 我已经开始了一个试验项目,看看Smartsheet是否能满足同样的需求。现在读了这篇文章,我明白了我无法管理努力。伤心。

  • 我也有同样的需求。当我让我的工程师估算时,这都是关于努力。现在,如果他们只花50%的时间完成一项任务,时间表就会增加。我也会使用小时而不是%。

    阿龙

Hey @SkiPatrolScott<\/a> <\/p>

Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>

=new formula =[SS-Result1]#<\/strong>-[SS-Result2]#<\/strong><\/p>

If this doesn't make sense, help me understand where I lost you and I will try to explain it better.<\/p>

Kelly<\/p>"},{"commentID":353136,"body":"

Thanks @Kelly Moore<\/a> , I did have to add a ( around the equation ) but it did work.<\/p>

=sum([summary field1]#-[summary field2]) the correct answer was produced.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:48:17","updateUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":[]},{"discussionID":98381,"type":"question","name":"Smartsheet Form Logo Question","excerpt":"Hello Smartsheet Community, I have a question that is probably obvious that I am overlooking it. I am creating and I am incorporating a logo into the form. I am able to incorporate the logo, but it's small when you open the form. Is there a way to make the logo bigger? Or, elongate the image so it goes across the top of…","categoryID":321,"dateInserted":"2022-12-02T20:32:19+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T18:37:12+00:00","insertUserID":147643,"insertUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:11:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3340106371,"url":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","format":"Rich","lastPost":{"discussionID":98381,"commentID":353078,"name":"Re: Smartsheet Form Logo Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353078#Comment_353078","dateInserted":"2022-12-03T18:37:12+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:11:20+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/868U3BF057NI\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T17:14:43+00:00","dateAnswered":"2022-12-03T18:37:12+00:00","acceptedAnswers":[{"commentID":353078,"body":"

Hello @Anthony DAmbrosio<\/a> <\/p>

The following reference states the dimensions for a form logo is 300pix wide x 52pix tall. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2478921-create-a-quality-logo-to-brand-your-smartsheet-items#toc-where-your-logo-appears-and-how-smartsheet-resizes-it\n <\/a>\n<\/div>

You may need to play with your layout, as suggested in the article, to maximize the size of the text.<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 17:14:43","updateUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+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":[]},{"discussionID":98386,"type":"question","name":"How do I get Data Table to recognize dates uploaded by Data Shuttle?","excerpt":"Hi, I'm trying to create a new Data Table using Data Shuttle. I have some columns with date date. It seems that, no matter how I format the dates in the source CSV, Data Table won't recognize them as dates. Data Shuttle doesn't have an option to set the date format when creating a Data Table. I wish it would. I know I can…","categoryID":343,"dateInserted":"2022-12-02T23:54:10+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T00:27:58+00:00","insertUserID":140451,"insertUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"updateUserID":null,"lastUserID":140451,"lastUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3340053128,"url":"https:\/\/community.smartsheet.com\/discussion\/98386\/how-do-i-get-data-table-to-recognize-dates-uploaded-by-data-shuttle","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98386\/how-do-i-get-data-table-to-recognize-dates-uploaded-by-data-shuttle","format":"Rich","tagIDs":[426,474],"lastPost":{"discussionID":98386,"commentID":353068,"name":"Re: How do I get Data Table to recognize dates uploaded by Data Shuttle?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353068#Comment_353068","dateInserted":"2022-12-03T00:27:58+00:00","insertUserID":140451,"insertUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}},"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":"2022-12-03T00:28:02+00:00","dateAnswered":"2022-12-03T00:27:58+00:00","acceptedAnswers":[{"commentID":353068,"body":"

Never mind, I found the solution. If you import dates in the format YYYY-MM-DDT00:00:00Z then Data Table will recognize that format as a date. I also tested syncing to a Sheet and the sheet recognizes that as a date and displays it correctly based on regional setting (mine being MM\/DD\/YY)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-03 00:28:02","updateUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}}},"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":[{"tagID":426,"urlcode":"DataTable","name":"DataTable"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">