Create and manage locations

You can create a list of your office locations, allowing you to associate a person with a location.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

After you associate people with office locations, you can:

  • Sort or filter people by location on your organization page

  • Search by location when you reassign items on the schedule

Go to the location settings

  1. Open Account Settings.
    1. In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings.
    2. In standalone Resource Management, select Settings > Account Settings.
  2. On the left, select Locations. 

Add a location

Enter a new location, then select Add. 

The new office location is in the list.

The locations are in alphabetical order.

Update a location

  1. Select the location you want to update.
  2. Edit the name and select Save.

Delete a location

Select the location you want to update, then select Delete.