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.
Connect a project sheet to a Resource Management Project
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
- 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.
- Select the 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.
- To authorize your Resource Management account, on the right rail, select the Resource Management icon and then select Login to Resource Management
- 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.
Users trialing Resource Management can connect a Resource Management project plan to a Smartsheet project sheet with their existing Smartsheet accounts.