Connect a project sheet to a Resource Management Project

Applies to

Smartsheet
Resource Management

Capabilities

Who can use this capability

To connect a project sheet to a Resource Management project plan, you must be a licensed user, the Smartsheet sheet owner or admin, and a Resource Management portfolio editor, project editor or resourcing admin. 

To manage your resources via the Smartsheet panel for Resource Management, you must connect your project sheet to your Resource Management project plan. 

Before you connect a project, be sure to authorize your connection

Connect a project sheet

  1. In Smartsheet, create or open a project sheet with dependencies enabled. For more information, see Enable Dependencies and Use Predecessors. Make sure your sheet has following required columns: Start Date, End Date, Assigned To, and % Allocation columns.
  2. Select the menu icon Vertical three dot menu icon in the panel > Edit Project Settings Open Project Settings. Ensure you’ve enabled Resource Management and mapped the Assigned Resource and Allocation % columns. For more information, see Modify Project Settings.
  3. To authorize your Resource Management account, on the right rail, select the Resource Management icon Resource Management iconand then select Login to Resource Management 
  4. Use the panel to create a new Resource Management project or connect to an existing one. Once you've added new project details, or selected an existing project, select Connect.