Add work items Work items clearly define the project deliverables, expectations, and responsibilities for the project, phase, or person. … Work items clearly define … Type: Product: Category:
Create a saved view of the project portfolio You can filter your portfolio and save the view to quickly see only the projects you want. … In the top navigation, select Projects . On the left … Type: Product: Category:
Import or update multiple projects at once Resource Management provides spreadsheet templates so you can add or update multiple projects at once. … Resource Management provides spreadsheet … Type: Product: Category:
Legacy Resource Management and allocation Legacy Resource Management (RM) is no longer available for new users. If you already use Legacy RM, your data won't change and you can continue to … Type: Product: Category:
Legacy resource allocation with project resource view Legacy Resource Management (RM) is no longer available for new users. If you already use Legacy RM, your data will not change and you can continue … Type: Product: Category:
Lock time or expense entries When you lock time entries, it prevents people from making unnecessary edits to project hours. … When you lock time entries, it prevents people from … Type: Product: Category:
Manage expense categories Expense categories help you track project costs not tracked as people, like travel. … Expense categories make it easy to track recurring expenses. … Type: Product: Category:
Manage tasks and assignments with the project worklist The project worklist shows all work items and assignments for a project, organized by phase. … The Project Worklist shows all Work Items and … Type: Product: Category:
Manage the project schedule in Resource Management The project schedule is an interactive view of each project's plan. … The project schedule is an interactive view of each project's plan. … You can … Type: Product: Category:
Project Management in Resource Management Manage a team and plan projects. … People at the Portfolio Editor permission level have the ability to adjust schedules and allocate people to … Type: Product: Category:
Stay informed on Resource Management projects You can set up notifications in Smartsheet to stay informed about what’s going on with your connected projects and people. … You can set up … Type: Product: Category:
Transfer time from one project to another You can transfer historical time tracked from one project into another. … Gather the total hours for each person in the first project. Create a new … Type: Product: Category:
Use phases for projects in Resource Management Phases are a flexible way to break a project into different stages of work. … Phases are a flexible way to break a project into different kinds of … Type: Product: Category:
Use placeholders in projects Use placeholders to schedule a project when you don’t yet know who will be performing the work. Like people, placeholders can have a role, … Type: Product: Category: