Resource Overallocation

juwilson
juwilson ✭
inFormulas and Functions

Good morning,

I am managing a project with some very aggressive timelines using the Project Tracking and Rollup template set. I have added a column for Allocation %. My organization is in the process of purchasing enterprise licences, but currently we are just using a business licence, so I don't believe that we have access to resource management.

Is there a formula I can use to flag resource conflicts until we get our enterprise licences? Thank you

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Answers

  • AravindGP
    AravindGP ✭✭

    Hi There,


    Not sure if your account is new, but you might still find "Resource Views" within Smartsheet, even in the business plan that you can leverage on. I have attached a screenshot. You can create a view to see all users in your Smartsheet account and their allocation across projects. The best way would be to go for Resource Management by Smartsheet, when you have the budget for it.

    Resource View.png


    Thanks,

    Aravind

    Reach out for any help on licenses, configuration, or training

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Hi @Tamar<\/a> <\/p>

I think this is happening becuase you are editing a range that exists in the original location. Instead of editing the range in the new location, be sure to delete the entire range and then click in the place where it was in the formula. Then choose another range. <\/p>

I hope that helps.<\/p>

Matt<\/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":107113,"type":"question","name":"How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","excerpt":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count them, as long as we have a \"Reviewer\" name added in the \"Reviewer\" column. =IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project…","snippet":"This formula is currently working, and it is returning how many items are reviewed for each \"Project Lead\". The first part of the formula is basically saying that we would count…","categoryID":322,"dateInserted":"2023-06-29T22:39:31+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":157974,"lastUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3376173036,"url":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107113\/how-to-return-a-blank-if-we-have-a-blank-cell-using-a-countifs-formula","format":"Rich","lastPost":{"discussionID":107113,"commentID":383252,"name":"Re: How to return a BLANK if we have a BLANK cell using a COUNTIFS formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383252#Comment_383252","dateInserted":"2023-06-30T02:51:05+00:00","insertUserID":157974,"insertUser":{"userID":157974,"name":"Filippo","url":"https:\/\/community.smartsheet.com\/profile\/Filippo","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T03:08:32+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":"2023-06-30T02:51:53+00:00","dateAnswered":"2023-06-29T22:55:01+00:00","acceptedAnswers":[{"commentID":383233,"body":"

@Filippo<\/a>, the most inelegant but dead simple thing to do is this:<\/p>

=IF(IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//www.santa-greenland.com/community/discussion/comment/\")<\/strong>=0, \"//www.santa-greenland.com/community/discussion/comment/\", IFERROR(COUNTIFS(Reviewer:Reviewer, <>\"//www.santa-greenland.com/community/discussion/comment/\", [Project Lead]:[Project Lead], [Project Lead]@row), \"//www.santa-greenland.com/community/discussion/comment/\")<\/strong>)<\/p>

Simplified, it's just this:<\/p>

=IF(<your formula> = 0, \"//www.santa-greenland.com/community/discussion/comment/\", <your formula>)<\/p>"},{"commentID":383252,"body":"

Very clever Lucas! Simple IF statement logic. It works perfectly, thanks!!!<\/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":107107,"type":"question","name":"Formula that counts how many rows have a date in the past","excerpt":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\" error: =COUNTIFS([End Date]:[End Date], \"<=\" & TODAY()) Thanks in advance for your help!","snippet":"Hi! I need help with creating a formula that will count how many rows in my column called End Date have dates in the past. I've tried the following and it gives an \"unparseable\"…","categoryID":322,"dateInserted":"2023-06-29T20:39:23+00:00","dateUpdated":"2023-06-29T20:39:58+00:00","dateLastComment":"2023-06-29T20:52:03+00:00","insertUserID":162796,"insertUser":{"userID":162796,"name":"Beth M","url":"https:\/\/community.smartsheet.com\/profile\/Beth%20M","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n7ZG0TBD44T33.png","dateLastActive":"2023-06-29T21:23:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162796,"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":"2023-06-30T02:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3376143686,"url":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107107\/formula-that-counts-how-many-rows-have-a-date-in-the-past","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107107,"commentID":383217,"name":"Re: Formula that counts how many rows have a date in the past","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383217#Comment_383217","dateInserted":"2023-06-29T20:52:03+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":"2023-06-30T02:47:38+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":"2023-06-29T20:54:25+00:00","dateAnswered":"2023-06-29T20:52:03+00:00","acceptedAnswers":[{"commentID":383217,"body":"

You are very close, try this.<\/p>

=COUNTIFS([End Date]:[End Date], <= TODAY())<\/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"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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 in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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