Configure your Resource Management login for Workload Tracking

To use the Workload Tracking features, you need Smartsheet Authentication activated for Resource Management or a Business or Enterprise Smartsheet plan. 

Who can use this?

Plans:

  • Resource Management
  • Business
  • Enterprise

Permissions:

  • System Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

You must be a Resourcing Admin on Resource Management and a System Admin on Smartsheet to configure Smartsheet Authentication for Resource Management.

To use the Workload Tracking features, you need Smartsheet Authentication for Resource Management activated for Resource Management or a Business or Enterprise Smartsheet plan.

Resource Management user creation from sheet

Any users that don't have a profile in Resource Management receive a free Resource Management profile, called Limited Resources. Limited Resource profiles are created for: 

  1. The creator of the project plan sheet
  2. Smartsheet users assigned work in the sheet
  3. Licensed users shared to the sheet at Editor or above when they open the Resource Management Panel

Limited Resource profiles allow you to track each person’s availability and allocation, so project managers can get an early warning when someone assigned work on their project is overallocated. 

Simplified Resource Management Panel setup

When you activate workload tracking, Smartsheet automatically adds columns needed to make a sheet a project sheet using Resource Management in the background. 

 

Once workload tracking is activated, the Resource Management panel shows a workload heatmap that highlights over-allocation. Expand the workload heatmap into a full-screen workload schedule to see over-allocation conditions in detail. Learn more about the workload heatmap and workload schedule. 

Single login experience

Once Sign on with Smartsheet is active, you're automatically logged into Resource Management whenever you sign in to Smartsheet or any other premium app. 

 

Also, when you turn on workload tracking for a project plan sheet, you're automatically signed in to the Resource Management Panel. 

Use Smartsheet sharing for Project membership

When a Resource Management project is connected to a sheet, project membership is based on the sheet sharing list. This enables project managers to define access in a single location instead of having to manually update access in two places. For this change:

  1. Sheet collaborators shared at Editor - Cannot Share or above will have membership to the project. Collaborators at Commenter and below won't have membership. 
  2. Existing project members are added as sheet collaborators, if they’re not already shared to the sheet