Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.

Calendar Coding Possibility

Dr. Holly Pope
Dr. Holly Pope ✭✭
edited 12/09/19 in存档的2015个帖子

I am a project manager and assign items to various vendors. I am wondering if there is a way to have the vendors color coded in the calendar view, so that I could look at one calendar and know who has bandwidth? My workaround is to add information in my master sheet and then add to each vendor's sheet; however, I would rather not have to go to each sheet to view.

Thanks in Advance!

Holly

标签:
· Share on Facebook Share on Twitter

Comments

  • JamesR
    JamesR ✭✭✭✭✭✭

    Try adding them adscolaberators and then assigning through the contact list to assign them and then use rge Resourse management view.

    · Share on Facebook Share on Twitter
  • Travis
    Travis Employee
    edited 03/13/15

    JamesR’ suggestion could be a good solution for this. If you are on a Team or Enterprise account and were able to add your vendors to your account under User Management as free users, you can track them using the Resource Management tool which can show user’s allocation across multiple sheets and projects.

    Here’s a quick rundown on the Resource Management functionality in Smartsheet://www.santa-greenland.com/resource-management-getting-started

    We are also developing the ability to view calendars and Gantt charts in reports. Once this functionality is available, you could run a report to grab assigned items from multiple sheets/vendors and view them in a unified Gantt chart or calendar.

    Check out our product roadmap for information on features in development:www.santa-greenland.com/product-roadmap

    · Share on Facebook Share on Twitter
  • Dr. Holly Pope
    Dr. Holly Pope ✭✭

    Thanks. We have an enterprise account and I am not the admin. I did read up on the resource management, but wasn't clear about rights of contacts; therefore, I am not sure about asking the admin to add contacts. Our company is very large and I can see how that would not be scalable.

    Matt - try just using//www.santa-greenland.com/product-roadmap

    Happy Friday!

    · Share on Facebook Share on Twitter
  • Janet Elliott
    Janet Elliott ✭

    Here's what I did - its a simplistic solution that doesn't involve resource management but does help me just look at a calendar view and get a good sense of general resource allocation for a project. I have both internal resources and client resources to deal with. I need to see what type of account we have and look into Travis' note above. But in the meantime....

    I use conditional formatting to apply color to a resource so "If Assigned To is X then apply this format to entire row" and then I assign a different color. Hope that helps in your situation.

    · Share on Facebook Share on Twitter
  • Stephanie Taylor
    Stephanie Taylor ✭✭✭✭✭✭

    Janet,

    Conditional formatting works in the grid view but as far as I can tell not in the calendar view. It would be great if it did.

    · Share on Facebook Share on Twitter
  • Travis
    Travis Employee
    edited 04/06/15

    Stephanie - conditional formatting can be used in the grid view, Gantt chart, and calendar. When building your rule, selectthis formatand choose the Gantt/Calendar option to apply the formatting to the Gantt chart and calendar. If you dont see that option, make sure you have "entire row" selected rather than a specific column.

    · Share on Facebook Share on Twitter
  • Stephanie Taylor
    Stephanie Taylor ✭✭✭✭✭✭

    Great! Thanks, Travis.

    · Share on Facebook Share on Twitter
This discussion has been closed.

Categories

You would take your existing formula and just subtract 1 from it.<\/p>

=existing_formula<\/em> - 1<\/strong><\/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":108472,"type":"question","name":"DataMesh","excerpt":"I have two worksheets (A & B). Both worksheets contain rows of individual store data. Worksheet A has a check column that indicates whether or not a 'spin off' scope of work needs to take place. If the column is checked the row is copied to Worksheet B where we track the 'spin off' scope of work. There are some common…","snippet":"I have two worksheets (A & B). Both worksheets contain rows of individual store data. Worksheet A has a check column that indicates whether or not a 'spin off' scope of work needs…","categoryID":321,"dateInserted":"2023-08-03T13:50:16+00:00","dateUpdated":null,"dateLastComment":"2023-08-03T13:53:19+00:00","insertUserID":147369,"insertUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T13:55:48+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:57:08+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":7,"score":null,"hot":3382142015,"url":"https:\/\/community.smartsheet.com\/discussion\/108472\/datamesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108472\/datamesh","format":"Rich","lastPost":{"discussionID":108472,"commentID":388702,"name":"Re: DataMesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388702#Comment_388702","dateInserted":"2023-08-03T13:53:19+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:57:08+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T13:55:57+00:00","dateAnswered":"2023-08-03T13:53:19+00:00","acceptedAnswers":[{"commentID":388702,"body":"

My suggestion would be to just hide the unwanted columns.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":108465,"type":"question","name":"Auto number column giving duplicated numbers","excerpt":"Hi All, I have an auto number column that I use in a formula to get row# but that auto number column is producing duplicate numbers and therefore messing up the formula. Does anyone know why it is giving duplicate numbers? Thanks.","snippet":"Hi All, I have an auto number column that I use in a formula to get row# but that auto number column is producing duplicate numbers and therefore messing up the formula. Does…","categoryID":321,"dateInserted":"2023-08-03T12:12:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-03T13:29:36+00:00","insertUserID":154030,"insertUser":{"userID":154030,"name":"Carmen W","url":"https:\/\/community.smartsheet.com\/profile\/Carmen%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T13:28:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154030,"lastUser":{"userID":154030,"name":"Carmen W","url":"https:\/\/community.smartsheet.com\/profile\/Carmen%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T13:28:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":23,"score":null,"hot":3382137752,"url":"https:\/\/community.smartsheet.com\/discussion\/108465\/auto-number-column-giving-duplicated-numbers","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108465\/auto-number-column-giving-duplicated-numbers","format":"Rich","lastPost":{"discussionID":108465,"commentID":388692,"name":"Re: Auto number column giving duplicated numbers","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388692#Comment_388692","dateInserted":"2023-08-03T13:29:36+00:00","insertUserID":154030,"insertUser":{"userID":154030,"name":"Carmen W","url":"https:\/\/community.smartsheet.com\/profile\/Carmen%20W","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T13:28:19+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T13:29:48+00:00","dateAnswered":"2023-08-03T13:15:41+00:00","acceptedAnswers":[{"commentID":388687,"body":"

I got it. Change the Starting number to the number you want for a new row. Hope this works.<\/p>

\n
\n \n \"Screenshot_20230803-201230.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[]}],"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":[]}">

Trending Posts

  • Adding months (stipulated in one cell) to a date (stipulated in another cell)

    I have used this formula: =DATE(IF(MOD(VALUE(MONTH([Date Approved]@row)) + MTE@row, 12) = 0, -1, 0) + YEAR([Date Approved]@row) + (MONTH([Date Approved]@row) + MTE@row - MOD(MONTH([Date Approved]@row) + MTE@row, 12)) / 12, IF(MOD(VALUE(MONTH([Date Approved]@row) + MTE@row), 12) = 0, 12, MOD(MONTH([Date Approved]@row) +…

  • DataMesh

    I have two worksheets (A & B). Both worksheets contain rows of individual store data. Worksheet A has a check column that indicates whether or not a 'spin off' scope of work needs to take place. If the column is checked the row is copied to Worksheet B where we track the 'spin off' scope of work. There are some common…

  • Auto number column giving duplicated numbers

    Hi All, I have an auto number column that I use in a formula to get row# but that auto number column is producing duplicate numbers and therefore messing up the formula. Does anyone know why it is giving duplicate numbers? Thanks.