Resource Management Tool (2024)

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SteCoxy ✭✭✭✭✭✭

06/08/20 in Smartsheet Basics

I'm looking at how I can migrate project plans (Omniplan) into Smartsheet to then use the resource management element to see people's capacity and adjust the schedule to smooth delivery. Has anyone done something similar or have any learnings they can share with me please?

Screenshot 2020-06-04 at 14.47.27.png

Also, attached is a screenshot of the resourcing data Im trying to replicate in Smartsheets.On the left hand side of the image are resource groups and names and on the right, shows the tasks they’re assigned to and their capacity (over or under) and where capacity is exceeded (highlighted in red).The element I can’t replicate is how can I see tasks associated with someone’s capacity in Smartsheet?I can see where they are over/under capacity but not specifically what they’re working on unless I click into each plan and find their specific tasks.The reason the view in Omniplan is helpful is we can see tasks and capacity across the full team so we can re-assign tasks without having to click in and out of screens.

Let me know if anyone has any suggestions on this. Not sure if the current resource management tool in Smartsheet will provide what I'm trying to achieve?

Tags:

Sheets
Support
Gantt View
Project Management

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Andrée Starå ✭✭✭✭✭✭
See Also
What Is Power BI? Uses, Features and Pricing Create projects in Resource Management Free Resource Planning Templates | Smartsheet Resource Management by Smartsheet
06/09/20

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Hi,
There is another Smartsheet Solution/Integration, 10,000ft that can provide you with much more Resource Management features.
Is that an option?
More info:
https://www.smartsheet.com/platform/10000ft
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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SteCoxy ✭✭✭✭✭✭
06/09/20

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Hi Andrée thank you for your pointer here to 10000ft - I believe this is really useful and I heard the plan is to eventually integrate this into the main Smartsheet platform rather than as a premium add on?
Unfortunately, due to budget constraints at my organisation, 10000ft is not something we are able to consider at the moment.
Would you be aware of any workaround without 10000ft?
See Also
Smartsheet Review 2024: Features, Pros & Cons

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SteCoxy ✭✭✭✭✭✭
06/18/20

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Any further assistance with this would be much appreciated.
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Andrée Starå ✭✭✭✭✭✭
06/18/20

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@SteCoxy
Happy to help!
Unfortunately, I'm not aware of any workaround. I'll get back to the post if I think of something.

SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Peter Harink ✭✭
06/19/20

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Hi Stephen,
Maybe you could have a quick look at this link below to see some of our add on solutions. The 4th one is an advanced resource planning overview which might answer your needs. Please contact me if you like to know more about this.
https://app.smartsheet.com/b/publish?EQBCT=2369462e4ccd456e8e5ff521ad9506fe
Kind regards,
Peter Harink | 4EF.nl | Consultant & Managing Partner |peter.harink@4ef.nl

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SteCoxy ✭✭✭✭✭✭
06/22/20

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Thank you kindly for your input and advice. I will share with my colleague who made the query and see what she says.
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