Using Smartsheet to manage human resource tasks and processes helps many companies stay organized and efficient. From tracking candidates and organizing the interview process, to new employee onboarding and performance review planning – Smartsheet is a great way to manage it all. So this week, for all of you out there using Smartsheet to keep your team activity on track, we’re sharing three simple steps to use Resource Management to help with staff scheduling.
With a birds eye view of your team’s availability – on task assignments AND vacation time – you’ll avoid scheduling a team member when they’re unavailable.
A Little Bit About Resource Management
Resource management is a simple way to see who on your team is busy and who isn’t in a comprehensive dashboard view.
In this example, you’ll see how to use resource management to add a new level of your team’s availability into your resource view: not only will you see their allocation across all projects, you’ll be able to account for holidays and vacations.
Here are a few things to keep in mind if you’re just beginning to use resource management with your team (resource management is available on Team and Enterprise plans only):
- Use Contact columns. When you’re assigning members of your team to different tasks – or in this example, asking them to enter their time off in your sheet – make sure that the column you’re using for your team members is a “Contact List” column.
- Project sheets work with resource management. Resource management works with project sheets. These sheets need to have both Dependencies and Resource Management enabled with the Assigned Resource and Allocation % columns defined on the Resource Management tab of the sheet.
Step 1: Create a Vacation Sheet for your team to use to add their planned time off.
Step 2: Create an Allocation % column (called Booked % here).
Enable Booked % as the Allocation % column in the Resource Management settings for your vacation sheet.
Be sure to format this column as a % column by highlighting the entire column and clicking the % button in the formatting toolbar.
Step 3: Enable Resource Management on your other project sheets.
With Resource Management enabled on all of the sheets your team is working on, you’ll have a comprehensive view of your team’s time in your dashboard.
Now, you’ll rest easy knowing you haven’t assigned a team member to a task when they’re not available.
Learn more about resource management:
- Getting Started Guide
- Help
- Template Designed for RM
How are you using resource management? We’d love to know!
Til next week, dig in and explore!
- Support Team