Use Smartsheet authentication for Resource Management

Activate Smartsheet authentication

You need to have a Smartsheet account to use Smartsheet Authentication for Resource Management. 

If you have not yet connected your account to Smartsheet,

1. In Resource Management, select Settings > Account settings.
2. On the Account Settings page, on the Smartsheet Integration tab, select Activate Smartsheet Authentication.
3. Sign into the Smartsheet organization that you wish to use for Smartsheet Authentication.

If your account is already connected to Smartsheet,

1. In Resource Management, select Settings > Account settings.
2. On the left menu, scroll down to the Authentication tab.
3. On the Authentication page, select Activate Smartsheet Authentication.

Smartsheet SysAdmins are added automatically as Resourcing Admins in Resource Management when they access Resource Management.

It’s best practice to have at least two people who are both a Resourcing Admin on Resource Management and a System Admin on Smartsheet.

With Smartsheet Authentication activated, Resource Management and Smartsheet accounts are connected. Resource Management users can sign in with Smartsheet and be part of any Smartsheet plan, provided they are paid users in the connected Resource Management plan.

Add users to the connected Smartsheet plan

While users outside of your Smartsheet plan can access Resource Management if you invite them, you should add users to the connected Smartsheet plan.  Then they can use the Resource Management Panel in Smartsheet, and System Admins can manage their Smartsheet identity.

If users are not added to your plan, and instead create free accounts, they will not have access to the Resource Management Panel in Smartsheet, and their profile can only be managed by the individual user. 

User Auto Provisioning (UAP) for Resource Management

When you activate UAP for Resource Management, users are automatically added to your organization. You don't need to send invitations. All users default to Project Editor permissions. Auto-provisioning works best when you want all users to have the same permission level and be paid users.

Activate UAP for Resource Management

1. Log into Resource Management.
2. Select Account Settings > Authentication > Edit.
3. Check the Auto-provision checkbox.
4. Optional: Select a default role from the dropdown.

Profile updates

When your account uses Smartsheet Authentication, basic identity fields such as profile picture, name, email, and office/cell phone numbers are managed in Smartsheet and locked in Resource Management. Any updates you make to contact information in Smartsheet will automatically reflect in Resource Management. Learn more about updating contact information for others or yourself in Smartsheet. 

Benefits of Smartsheet authentication

This gives you access to features including:

• Single login access: Log in to all Smartsheet applications, including Resource Management, with a single login managed in Smartsheet.
• Enhanced authentication: Secure methods like email-based TOTP, SAML, Azure SSO, and Google SSO provide a more secure login experience.
• Resource Management in Smartsheet: Access Resource Management directly from the global navigation bar in Smartsheet, eliminating the need for multiple browser tabs.
• Workload schedule: See what people are working on and balance workloads effectively. Learn more about workload tracking.
• Advanced reports: Seamlessly integrate Resource Management data into Smartsheet. Easily sort, group, and display key metrics on dashboards to enhance visibility and decision-making. Learn more about advanced reports.
• Support for phased projects: Connect project plan sheets with phases to Resource Management to support time tracking at the project phase-level, phase-level budget tracking and more.
• Import Resource Management projects into Smartsheet: Create project plan sheets automatically based on projects that were first created in Resource Management for capacity planning purposes.