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 create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.

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

Share Resource Management reports

Sharing reports keeps your team informed about who’s working on what and when.  

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 create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.

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

Only those with a valid Resource Management login and the appropriate permission level can view shared reports.

  1. In the upper right corner of the report, select Share. 
  2. Copy and paste the URL from the popup into a message to your team member(s). Your team can use this link to navigate to the report.

To delete a report, hover over the report name and then select the delete icon.

This Help Article Appears in the Following Learning Tracks

Learning Track

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