To manage your resources via the Smartsheet panel for Resource Management, you must connect your project sheet to your Resource Management project plan.
- 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
- 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 in the panel, then Edit Project Settings.
- Click on the icon in the right rail and select Login to Resource Management to authorize your Resource Management account.
- 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.