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

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. 

 

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

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. 

PLANS

  • Smartsheet
  • Resource Management

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

Permissions

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. 

 

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

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

1. In Smartsheet, create or open a project sheet with dependencies enabled. Learn how to enable dependencies and use predecessors. Make sure your sheet has the following required columns: start date, end date, assigned to, and % allocation.

  • The data in the primary column will sync to Resource Management as the work item.
  • Column formulas cannot be added to the % allocated or assigned columns as that will only sync from Smartsheet to Resource Management.

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. Learn how to 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.

Users trialing Resource Management can connect a Resource Management project plan to a Smartsheet project sheet with their existing Smartsheet accounts.

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