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Resource Availability

Gordon
Gordon ✭✭✭✭✭
edited 12/09/19 inArchived 2015 Posts

I need to figure out a way to view resource availability for a given time period, besides just visually scanning the resource view. Is there a way I can create a report that would tell me the dates that a given resource is not scheduled/assigned to a task across multiple sheets, so I can assess that resource (or group of resources') availability?

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  • Gordon
    Gordon ✭✭✭✭✭

    I should add that I have setup one sheet for each of my projects, and within that sheet, the individual tasks have been assigned to a resource with specific start and end dates and hours associated with those dates. Right now, I can visually see it on the All Users view (because they will be blank or <100%), but ideally I would like a report that can tell me the same information by time period and the number of hours available.

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  • John Hammond
    John Hammond ✭

    You could use the reporting tool to show all tasks assigned to a specific user with a blank allocation %. This wouldnt compare multiple sheets but it could at least show tasks where they were not allocated.

    There isnt a built in way to show the number of hours someone is free. The resource management tool was built for this. You can, in a way, get hours of out the %. Just assume 100% = 8 hours.

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  • Gordon
    Gordon ✭✭✭✭✭
    edited 08/21/15

    Thanks for the suggestion. Unfortunately, a single report per person/per sheet is not going to be useful or effective for my purposes. Right now, I'm limited to exportng the resource view to excel and using filters from there to assess availability, but it's not ideal or an efficient process for 30+ resources and over 100 project sheets.

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  • John Hammond
    John Hammond ✭

    I might have not been super clear, sorry! Reports CAN look across multiple sheets and bring in data from these sheets. However, it cannot compare dates worked across sheets. For example, if User A is allocated 100% on Sheet A for Jan 1, and allocation is blank on Sheet B for Jan 1, you can run a report to show you all the tasks where User A's allocation is blank. It will pull in the row from Sheet B, which you might take as him not allocated on Jan 1, when he actually is on Sheet A.

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Thank you, as always I was trying to make it too hard!!!!<\/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":106975,"type":"question","name":"Case sensitivity when using data mesh","excerpt":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…","snippet":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including…","categoryID":343,"dateInserted":"2023-06-27T19:39:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":21,"score":null,"hot":3375793110,"url":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","format":"Rich","lastPost":{"discussionID":106975,"commentID":382692,"name":"Re: Case sensitivity when using data mesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382692#Comment_382692","dateInserted":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T20:09:23+00:00","dateAnswered":"2023-06-27T20:09:03+00:00","acceptedAnswers":[{"commentID":382691,"body":"

Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[]},{"discussionID":106971,"type":"question","name":"Using SUMIFS Formula","excerpt":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of the budget if the type is AMR and the leadership is Truttmann. I have multiple types and leaderships that I would be using this for. Thanks!","snippet":"Needing help writing a SUMIFS formula! I have tried a few ways, but just get errors. =SUMIFS({budget}, {Type}, \"AMR\", {leadership}, \"Truttmann\")) I would like to have the sum of…","categoryID":322,"dateInserted":"2023-06-27T18:45:22+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162642,"lastUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3375791135,"url":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106971\/using-sumifs-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106971,"commentID":382695,"name":"Re: Using SUMIFS Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382695#Comment_382695","dateInserted":"2023-06-27T20:20:13+00:00","insertUserID":162642,"insertUser":{"userID":162642,"name":"jtomeaCH","title":"ISG Support Manager","url":"https:\/\/community.smartsheet.com\/profile\/jtomeaCH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T20:31:55+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":"2023-06-27T20:19:39+00:00","dateAnswered":"2023-06-27T19:59:16+00:00","acceptedAnswers":[{"commentID":382688,"body":"

Double check your cross sheet references. Make sure they are all single columns by clicking on the appropriate column header.<\/p>


<\/p>

When doing this, give the sheet a little time to load before selecting the column. Sometimes moving too fast allows you to select a column header before the sheet fully loads in the creator window. Then when the sheet does finally completely load in, the selection automatically reverts to the home cell (top right corner). This happens to me quite a bit when I am in a hurry.<\/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&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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