Smartsheet Tutorial - Workload Management

Welcome to our deep dive into Smartsheet's Workload Management and Tracking functionality! In this 20-minute video, we'll walk you through step-by-step how to utilize this powerful feature to optimize resource allocation and ensure project success.
What You'll Learn:
• How to enable workload tracking on your sheets to calculate resource availability.
• Best practices for turning on workload tracking for all committed work.
• How the allocation % column works and how to use it to specify resource time allotment.
By the end of this video, you'll have a clear understanding of how to leverage Smartsheet's workload tracking to get the most accurate picture of your team's availability and optimize your project management workflow.
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Kandis Porter is the Founder and Managing Director of Effective Flow Connections (EFC), a management consulting company that helps transform organizations through project management, process improvement, change management, facilitation of key meetings, and training. Kandis also works one-on-one with clients, focusing on Leadership development and growth. EFC enables organizations to do what they do, even better! Kandis Porter has more than 20 years of experience managing people and large projects in both the government and private sectors. She has supported clients in various industries, including the Department of Defense, Federal Aviation Administration, utilities, medical device, non-profit, and learning & development. Kandis has a Master of Science Degree in Project Management (MSPM) from The George Washington University and Master of Business Administration (MBA) in Human Resources. In addition, she is a certified Project Management Professional (PMP), PMP Exam Prep Course Instructor through Project Management Institute, Prosci Change Manager, and Six Sigma Green Belt. She is also certified as a Myers Briggs Type Indicator (MBTI) Practitioner, Thomas-Kilmann Instrument (TKI) Practitioner, and is a Wiley DiSC Everything Workshop facilitator.
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[@user-ln1rn2wn1y]

This is great video however what about if I have a task that involves 2 or more resources. How does the calculation work?

[@PMPexpert]

@@user-ln1rn2wn1y thanks for watching! You would need to break the task into two separate tasks and assign only one resource on each row to calculate workloads. I know that’s not ideal for large and complex projects, although that is what Smartsheet currently offers with this feature. Best of luck!