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, and Project Editors can export data for reports.

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

Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

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, and Project Editors can export data for reports.

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

First, create your report, then export the data as a .csv file.

Here are a few handy reports that will give you good information when you build a pivot table with the resulting data.

Client & project budget overview

  • View: budget: amounts
  • Time frame: last and next 90 days
  • First group by: client
  • Then group by: project
  • Show: project type: confirmed

Last month’s billable utilization

  • View: time & fees: hours & amounts
  • Time frame: last month
  • First group by: discipline
  • Then group by: team member
  • Show: project type: confirmed

First, calculate the total available hours. That's total working days for last month multiplied by the hours in each person's work day. Then calculate the total billable hours. Utilization is the percentage of total hours spent on billable work.

Individual project budget report

  • View: time & fees
  • Time frame: custom date range: project duration
  • First group by: phase
  • Then group by: team member
  • Show: project’s name and client

Related Content

Was this article helpful?
YesNo