Resource Management by Smartsheet

Resource Management by Smartsheet Solution Package - Level 1

Smartsheet Solution Packages help you get up and running quickly by leveraging process-based solutions for common business challenges based on best practices and real-world experience.

Overview

Resource Management by Smartsheet is an award winning portfolio-level planning and resource management capability that makes it easy to build the best team for the job, keep project schedules and budgets on track, and confidently forecast business needs. Combining portfolio-level planning and resource management capabilities with the dynamic work management capabilities of Smartsheet forms the leading all-in-one project management solution on the market. This Resource Management by Smartsheet Solution Package offers guidance and best practices to enable you to set up, configure and manage Resource Management by Smartsheet.

The expected timeline to complete this package is within 10-15 business days.

This package includes:

Activity Log

Solution Enablement

  • Hands-on guidance on how to manage your Resource Management by Smartsheet account.
  • Enablement on how to configure your Resource Management by Smartsheet account.
  • Guidance on suggested project structure and best practice.

Engagement Activities and Timeline - RM Level 1

Typical Duration (10-15 business days)

icon honest blue make better decisions lightbulb

Day 1

  • Kickoff call
  • Review requirements
Professional Services

Day 2-8

  • Review and configure settings
icon honest blue pm methodologies

Day 8-10

  • Customer demo
  • Revise settings
Blue Icon for Instructor Led Training

Day 10-15

  • Admin & End User training
  • Engagement completion

Preparing for the Engagement:

Prior to Kick off:

  • Identify your Key Decision Maker and Solution Admin
    • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release.
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline. Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • ExploreSmartsheet University,Onboarding Videos, andSmartsheet Helpto strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

This datasheet was last updated on July 5th, 2023.

Not the right scale of service for your Resource Management by Smartsheet needs? Take a look at ourLevel 2 Solution Package for Resource Management.

Ready to get started?

Contact us