+ Reply to Thread
Results 1 to 2 of 2

Assigning workload to available users

  1. #1
    Registered User
    Join Date
    05-08-2019
    Location
    Fargo
    MS-Off Ver
    2016
    Posts
    2

    Assigning workload to available users

    Hello,

    I'm trying to work on creating a spreadsheet that will automatically assign cases to available users evenly (Assigned user goes in column A)

    For the attached example I have 217 cases and 13 available users. I need items assigned out as a priority as follows:


    Cases with "Late Stage" in column M should be assigned to the case owner if they are listed as an available user.
    Cases with amounts over $500 should be assigned to the case owner if they are listed as an available user.
    (I'd like to be able to add one more priority at later time-- so say if column L says "Placeholder") should be assigned to the case owner if they are listed as an available user.

    No available user should have more than another user EXCEPT all cases with the same customer need to be assigned to the same user. This is where I'm having trouble. Right now in the example User 9 would get assigned the large group of cases for "Jim Bob Johnson 38" if he was an available user but if he isn't the cases get divided out regardless of the fact they're for the same customer.

    The macro also doesn't assign out the whole list as it stops with some remaining. I would be very appreciative if someone could help me tweak it to fit these specifications!
    Attached Files Attached Files

  2. #2
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2404 Win 11 Home 64 Bit
    Posts
    23,858

    Re: Assigning workload to available users

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not provided the required cross-post link(s) here.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important.

    (Note: this requirement is not optional. No help to be offered until the link is provided.)
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Allocate workload / Rotate Start Point / Equal workload
    By spyac in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 07-06-2018, 10:59 AM
  2. Assigning Users to Specific Groups
    By invic7a in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 04-30-2018, 11:31 PM
  3. Need help on assigning numbers to users from list
    By pradeepdeepu_001 in forum Excel General
    Replies: 2
    Last Post: 11-02-2015, 08:54 AM
  4. Assign workload to specific users
    By Czarny in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 12-02-2014, 08:12 AM
  5. Replies: 1
    Last Post: 08-05-2014, 09:15 AM
  6. Balance workload
    By live2aid in forum Excel General
    Replies: 3
    Last Post: 11-23-2009, 05:50 PM
  7. Counting workload
    By Maravilha in forum Excel Programming / VBA / Macros
    Replies: 12
    Last Post: 11-13-2009, 11:24 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1