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.

PLANS

  • Resource Management

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

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, click Schedule. 
  2. To expand the left menu, click Everyone.
  3. Click People and then click Allocation Heatmap.

Allocation heatmap with one row expanded and the details icon showing in the top right corner of the name cell

Allocation is shown in varying shades of grey or red when a person is over-capacity.

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

This Help Article Appears in the Following Learning Tracks

Learning Track

This Help Article appears in the Project Management in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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