Connect Smartsheet and Resource Management accounts

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

Who can use this?

Plans:

  • Smartsheet
  • Resource Management

Permissions:

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

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

If you use Sign in with Smartsheet for your Resource Management account, then the authentication process is automated, and the below steps do not apply to you.

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

  1. Open Account Settings.
    1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings > Account Settings.
  2. Select Activate Smartsheet Authentication.
  3. Log in with your Smartsheet credentials and Allow Access to the Smartsheet account.

With Smartsheet Authentication activated, Resource Management and Smartsheet accounts are connected. Resource Management users can sign in with Smartsheet and be part of any Smartsheet plan, provided they are paid users in the connected Resource Management plan.

Adding users to Resource Management

If you log in to Resource Management using email/password or Resource Management SSO, you’ll need to configure people in your Resource Management account before you can use the panel. 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.

If you use Sign in with Smartsheet for your Resource Management account, any users that exist in Smartsheet but do not exist in Resource Management will be automatically created as an Unmanaged Resource. 

Possible errors and resolutions

Your Smartsheet account does not belong to any organization.

Please contact your Smartsheet admin to configure an organization name by adding a user to the Smartsheet plan.

You need to be a paid member of the Smartsheet organization in order to make this connection.

This error occurs when the Resourcing Admin is not a member of the Smartsheet organization or is a collaborator. Please contact your Smartsheet Admin for configuration. You need to be a paid member of the Smartsheet organization.