Applies to

Smartsheet
Resource Management

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

Capabilities

Who can use this capability

Any user who is both a SysAdmin in Smartsheet and a Resourcing Admin in Resource Management can authorize the account connection.

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

Authorize Smartsheet and Resource Management accounts

To use the Smartsheet panel for Resource Management, you must first authorize the connection between Smartsheet and Resource Management.

PLANS

  • Smartsheet
  • Resource Management

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

Permissions

Any user who is both a SysAdmin in Smartsheet and a Resourcing Admin in Resource Management can authorize the account connection.

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

You need to authorize the connection between Smartsheet and Resource Management in order to use the panel. 

  1. Login to Resource Management.
  2. Navigate to Settings > Account Settings.
  3. Select the Connect to Smartsheet button.
  4. Log in with your Smartsheet SysAdmin credentials and Allow Access to your Smartsheet account.

For trial accounts, be sure you have configured an organization name for your Smartsheet account.

The Resource Management Panel for Smartsheet is not supported with Resource Management sandbox environments

Adding users to Resource Management

Before you can use the panel, you’ll need to configure people in your Resource Management account. Learn how to add users to your Resource Management account.

Users must have an email address that matches between Smartsheet and Resource Management to be managed in the integration.

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