Learning Track
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
Connecting a project sheet to Resource Management gives you an easy way to see how resource changes affect your entire plan. You can also make changes to your plan from the panel.
It’s a two-step process to use the panel. First, authorize your account (one time only), then connect a project sheet to Resource Management.
Once the sheet is connected to Resource Management Panel, you can use the panel to see:
… and you can make assignment changes from within the panel.
For more information about templates and Workspaces in Smartsheet, see Templates: Create Your Own or Use One from the Solution Center and Workspaces Overview.