Applies to
Capabilities
Who can use this capability
- Owner
- Admin
- Resource Management Portfolio Editor
- Resourcing Admin
Delete or disconnect a sheet from a Resource Management project
Who can use this?
Plans:
- Resource Management
- Smartsheet
Permissions:
- Owner
- Admin
- Resource Management Portfolio Editor
- Resourcing Admin
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
This article is only applicable to users who access Resource Management with email/password or Resource Management SSO.
Delete a sheet
When you delete a sheet in Smartsheet that is connected to a Resource Management project, then the project in Resource Management is either deleted or archived.
- If there are no associated time entries, then the project is deleted.
- If there are associated time entries, then the project is archived.
If you delete the project in Resource Management, no changes happen in the sheet.
Disconnect a sheet
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).
When you delete a sheet connected to a project in Resource Management, the project is deleted (or archived if there are time entries associated with it) in Resource Management. If you want to delete the sheet but keep the Resource Management project active, then you should disconnect the sheet before you delete it.