Applies to
Capabilities
Who can use this capability
- Resourcing Administrators
- Portfolio Editor
- People Scheduler
- Portfolio Reporter
- Project Editor
Share Resource Management reports
Share reports to keep your team informed about who's working on what and when.
Who can use this?
Plans:
- Resource Management
Permissions:
- Resourcing Administrators
- Portfolio Editor
- People Scheduler
- Portfolio Reporter
- Project Editor
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.
- In the upper right corner of the report, select Share.
- 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.
Advanced reports
If your organization has a Business or Enterprise Smartsheet plan and uses Smartsheet authentication, then you can further analyze and share the data from your reports in Smartsheet by creating advanced reports. You must also be either a licensed user (Legacy Collaborator Model) or a Member (User Subscription Model) in Smartsheet.
You can share the associated Smartsheet sheets, reports, dashboards, or workspaces with the necessary collaborators, including users on your Smartsheet plan who do not have a Resource Management license.