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.
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.
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.