Applies to
Capabilities
Who can use this capability
To disconnect 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 or Resourcing Admin.
Disconnect a sheet from a Resource Management project
There is a best practice to ensure the seamless disconnection of a sheet from a Resource Management project.
This article is only applicable to users who access Resource Management with email/password or Resource Management SSO.
If you need to disconnect your sheet from a project, or want to use the same sheet to connect to a different Resource Management project, use these steps:
- Select the balloon icon in the right rail to open the Resource Management panel.
- Choose the menu icon ⋮ in the upper left side of the panel.
- Select Disconnect Resource Management Project.
- Create a new project or connect to another existing project (optional).
If you are planning to delete the sheet, it is best practice to disconnect the sheet from the Resource Management project before you delete the sheet. If you do not disconnect the project first, then you will have to recover the sheet in order to disconnect it.