Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can view the allocation heatmap.

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

View allocation heatmap

On the schedule, the allocation heatmap shows the availability two months into the past and one year into the future for each person.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can view the allocation heatmap.

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

  1. At the top of the screen, select Schedule. 
  2. To expand the left menu, select Everyone.
  3. Select People and then select Allocation Heatmap.
allocation heatmap detailed view

Varying shades of gray are used to show allocation, unless a person is over-capacity. Then the allocation is red.

To expand or collapse a person's schedule details, hover in the top right corner of the cell with their name, and then select the details icon. 

To filter on allocation for a specific person, on the left sidebar, under People Filters, select Team Member
 

The Team Member must have a start date in their profile or their allocation won't appear.

Was this article helpful?
YesNo