Learning Track
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 3: Advanced Users learning track. Get the most out of this learning track by starting at the beginning.
A resource view provides a visual way to track and review how people in your Smartsheet plan (resources) are allocated across the projects they're working on. Use resource views to make decisions about resource workloads.
For information about how to set up and enable resource management, see Legacy Resource Management and Allocation.
Before You Begin
Before you can view resources in a resource view, team members must be assigned to items in resource management-enabled project sheets as described in the Managing Resources article.
Your Smartsheet System Admin must also do the following:
- Designate you to be a resource viewer on the account
- Ensure that the people who you want to track are included on the account—they can be unlicensed users, but they must be included on the account. (For more information, see the User Management article.)
NOTE: This feature is not available for Pro plan accounts. (Not sure which plan type you have? See Identify Your Smartsheet Plan and User Type.)
TIP: Click the allocation alert icon to display the project resource view.
Resource viewers can review allocation across all sheets that have the feature enabled. To do this:
The allocation alert icon will be displayed next to any task assigned to at least one overallocated resource. Scroll through the timeline to see the sheets where the resource is assigned to tasks, and consider reassigning some of their tasks to others.
To export and share the resource view,
Use a custom resource view to create a more relevant data set: