%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列对Duration列的输入没有响应,这对我来说似乎很直观。

在审查了社区评论后,我发现Smartsheet中的%分配功能实际上不起作用。我购买Smartsheet的原因之一是它宣传的资源分配功能,即过载警报。

我想知道Smartsheet是否计划尽快解决这个问题。否则,我将不得不放弃Smartsheet,转而使用其他产品。ob欧宝娱乐app手机下载

谁能告诉我,如果修复是预定的,当它将提供?

联盟

评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨联盟,

    我很好奇,你想怎么做?

    当你有时间的时候,请提交一个增强请求。

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

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

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 嗨联盟,

    我不完全确定我是否理解这种情况,但是根据您所写的,听起来您可能希望“分配的%”列自动更新,以根据分配给它们的任务(及其持续时间)反映给定资源的分配情况。如果是这样的话,那么它可能只是对Smartsheet中资源管理的工作方式的误解。

    提供“% allocation”列是为了设置在任务持续期间将有多少人的时间用于该任务。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%。如果你希望这个人在整个过程中使用他们所有的时间,那么你应该将“%分配”设置为100%。

    如果资源被过度分配,一个红色图标将出现在工作表的左侧,在该行的行操作指示器(斜体的“i”)列下。您可以单击该图标以查看资源过度分配的其他详细信息。您还可以在智能表的“资源视图”下的Home选项卡查看资源分配,您可以在其中创建各种资源的视图并查看其分配状态。欧宝体育app官方888

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

    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管理了EFFORT。相反,它管理DURATION。如果SS确实管理了EFFORT,则%ALLOCATION列将调整计划的开始/结束日期。例如,如果有一个任务需要5天的时间,并且预期资源将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。

    但由于党卫军不管理“努力”,这是一个哑点。我认为这个%ALLOCATION列添加的唯一值是如果您想管理“过度分配”,其中某些任务显示任务名称左侧的小红人。这是一种非常乏味的管理方式。

    我希望看到SS的两个改进:

    1. 在资源级别允许我指出谁是全职的(例如,100%分配),谁是兼职的(例如,50%分配)。这涵盖了我的项目中分配给该个人的所有任务的兼职资源。欧宝体育app官方888
    2. 在任务级别允许我指示EFFORT而不是DURATION。然后,SS将按%ALLOCATION划分工作量,并调整计划的完成日期
  • 我同意丹的改进要求。我期待着这个:

    我已经输入了两个任务。每个都有2天的持续时间(努力)。我将在4月13日并行工作(相同的开始日期)。结束日期自动计算为4月14日。如果我的%Allocation设置为100%,这将导致过度分配。我意识到我不可能同时做这两件事,但因为它们是类似的任务,我可以在同一天做一些任务a,然后在任务B上重复这些努力。

    为了解决我的过度分配,我想将两个任务的%分配更改为50%。当我改变我的%分配时,我希望通过延长结束日期来相应地调整我的持续时间。因此,我完成每项任务的时间实际上会延长到4天而不是2天,因为我把每项任务的分配分成了两半。

  • 另一个客户同意丹和以利沙。持续时间或努力应该是固定的时间。例如,我花1个小时修剪院子。这就是人们思考和计划工作分解结构的方式。

    开始割草的时间是早上9点,或者取决于我早上8点喝完咖啡。如果我被分配到100%的时间割草,那么完成时间将是上午10点。就像丹说的,如果我只分配50%的时间来割草,那么完成任务的时间就会推迟到上午11点。

    这个缺陷似乎是您的工作流程中缺少的关键功能。现在你的工作流程是100%的“手动”资源分配,让像我们这样的用户在复杂的项目中暴露在错误中。

    请帮忙-罗伯

  • 实际上,Duration应该是一个“可计算的”字段。

    现在,这是我的转变。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,并且我的报告中只有这些字段。然后,我用计算值手动更新所有智能表持续时间值。我还有一个工作流程,如果我忘记调整持续时间,它会给我发一封电子邮件。

    该字段的复制粘贴可用性将是不错的....

  • 安东尼·巴特尔米
    安东尼·巴特尔米 ✭✭✭✭✭✭

    我也这么认为。很像MS Project。

  • 我已经开始了一个试验项目,看看Smartsheet是否能满足同样的要求。通过阅读这篇文章,我现在明白了我无法管理努力。伤心。

  • 我也有同样的需求。当我要求我的工程师进行估算时,一切都与努力有关。现在,如果他们只花50%的时间来完成一项任务,日程表就会增加。我也会用hours来代替%。

    阿龙

Thank you for the quick reply kirstie858<\/strong><\/a>!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 04:04:01","updateUser":{"userID":155650,"name":"vponis","url":"https:\/\/community.smartsheet.com\/profile\/vponis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu123eObw5fLQtcthrpqsoWY319L3hmQyAsPTpm6=s96-c","dateLastActive":"2022-12-06T04:02:48+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":98392,"type":"question","name":"Summary Formula Result in new Formula","excerpt":"I am generating multiple results in a Summary Sheet. I would like to use these results in a new formula within the same Summary, is this possible? SS_Result1 SS_Result2 new formula =sum([SS-Result1]-[SS-Result2]) otherwise I have to combine the formulas within each against themselves, kinda tedious","categoryID":321,"dateInserted":"2022-12-04T20:14:28+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"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":"✭"},"updateUserID":null,"lastUserID":154303,"lastUser":{"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":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3340437774,"url":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","format":"Rich","lastPost":{"discussionID":98392,"commentID":353136,"name":"Re: Summary Formula Result in new Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353136#Comment_353136","dateInserted":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"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":"✭"}},"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":"2022-12-05T14:48:17+00:00","dateAnswered":"2022-12-04T23:22:27+00:00","acceptedAnswers":[{"commentID":353095,"body":"

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":"2022-12-06T02:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"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":"2022-12-06T02:41:20+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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">