Applies to

Smartsheet
  • Enterprise
  • Business
Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

To set up the panel connection, you need Resourcing Admin permissions in Resource Management and SysAdmin permissions in Smartsheet; both accounts must use the same email address.

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

About the Resource Management panel

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.

PLANS

  • Smartsheet
  • Enterprise
  • Business
  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

To set up the panel connection, you need Resourcing Admin permissions in Resource Management and SysAdmin permissions in Smartsheet; both accounts must use the same email address.

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

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

After you connect the sheet to the Resource Management Panel, you can use the panel to see:

  • People or placeholders assigned to tasks in your Resource Management project 
  • Overall allocation % for assigned users
  • Overall availability for team members assigned to your project 
  • Dates for the overall project and individual assignments.

You can also make assignment changes in the sheet.

This Help Article Appears in the Following Learning Tracks

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.

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