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. 

 

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

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. 

 

This article is only applicable to users who access Resource Management with email/password or Resource Management SSO. 

  1. Begin by ensuring you have authorized your Smartsheet and Resource Management connection
  2. In Smartsheet, create or open a project sheet with dependencies enabled

    • 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.

  3. Select the menu icon in the panel > Edit Project Settings Open Project Settings. Ensure you’ve activated Resource Management and mapped the assigned resource and allocation % columns. Learn how to modify project settings.
Brandfolder Image
edit project settings inside RM panel
  1. 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.

     

Was this article helpful?
YesNo