Hi there. I am looking for a way to assign multiple team members to 1 or multiple projects. Is this possible? If so, how would I do it? I am looking to do this so that we can see what our resource allocation is and report on area's of overlap.
Thanks for your help,
CloudBase Services recommends creating a table called "Assignments". There would be (at least) 2 fields in the Assignments table: a team member AND a project. The team member would be populated from a People table. (One team member (aka person) can have many assignments.). The project would would be populated from the project table. (One project can have many team members.) You can add other fields to the Assignments table to track workload.
Resource allocation is more complex to set up. Here is a video showing how our firm does it: https://www.youtube.com/watch?v=PwqcTqDamAM