Applies to

Smartsheet
Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

About the Resource Management panel

Connecting a project sheet to Resource Management gives you an easy way to see how resource changes affect your entire plan. You can also make changes to your plan from the panel.

PLANS

  • Smartsheet
  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

It’s a two-step process to use the panel. First,authorize your account(one time only), thenconnect a project sheet to Resource Management.

After you connect the sheet to the Resource Management Panel, you can use the panel to see:

  • People or placeholders assigned to tasks in your Resource Management project
  • Overall allocation % for assigned users
  • Overall availability for team members assigned to your project
  • Dates for the overall project and individual assignments.

… and you can make assignment changes in the sheet.

Smartsheet panel for Resource Management preview


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