Connect a project sheet to a Resource Management Project

Applies to

Resource Management
Smartsheet

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 project manager or admin

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

Connect to a 10,000ft Project

  1. In Smartsheet, create or open a project sheet with dependencies enabled. For more information, see Enable Dependencies and Use Predecessors.
    NOTE: Make sure the required columns have been added to the sheet. You’ll need: Start Date, End Date, Assigned To, and % Allocation columns
  2. Open Project Settings. Ensure you’ve enabled Resource Management and mapped the Assigned Resource and Allocation % columns. For more information, see Modify Project Settings.
    TIP: To easily access Project Settings, select the menu icon Vertical three dot menu icon in the panel, then Edit Project Settings.
  3. Click on the icon in the right rail and select Login to Resource Management to authorize your Resource Management account. 
  4. Once authorized, 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, click Connect.