Create a client list

Use a client list to organize projects and resources by client.

Who can use this?

Plans:

  • Resource Management

Permissions:

Portfolio Editors, Resourcing Administrators

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

In account settings, you can establish a list of clients. When you create a project, you can associate that project with a client from this list. Client names can be useful when you have multiple projects per client, and you want to filter on specific clients. 

Clients do not have any data associated with them other than their names. When you delete a client, they're removed from the system entirely and will no longer be associated with any projects. 

Add a client

  1. Open Account Settings.
    1. If you're working in Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings.
    2. If you're working in standalone Resource Management, in the top-right of the screen, select Settings > Account Settings.
  2. From the list on the left, select Clients. 
  3. Enter the new client's name and select Add. 

The client list updates. You can now associate your projects with the new client. 

Update your client list

  1. Select the row of the client you want to update. Edit or delete the client's name.
    1. Edit the client name and select Save.
    2. Select Delete and confirm. 
edit a client name in resource management

The client list updates.