Work items clearly define the project deliverables, expectations, and responsibilities for the project, phase, or … Work items clearly define the … When you …
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Manage projects
You can filter your portfolio and save the view to quickly see only the projects you … In the top navigation, select Projects . On the left panel, under … C …
You can export your data from Resource Management for use in QuickBooks (for PC desktop, … To use data from Resource Management in QuickBooks, you need … Ex …
Resource Management provides spreadsheet templates so you can add or update multiple projects at … Resource Management provides spreadsheet templates so … D …
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 … L …
When you lock time entries, it prevents people from making unnecessary edits to project … When you lock time entries, it prevents people from making … In Re …
Expense categories help you track project costs not tracked as people, like travel. … Expense categories make it easy to track recurring expenses. … Manage …
The project worklist shows all work items and assignments for a project, organized by … Resourcing Administrators, Project Managers, and People … Manage …
The project schedule is an interactive view of each project's plan. … The project schedule is an interactive view of each project's … You can edit the … Manage …
Manage a team and plan projects. … People at the Portfolio Editor permission level have the ability to adjust schedules and allocate people to different … P …
You can set up notifications in Smartsheet to stay informed about what’s going on with your connected projects and … You can set up notifications in … You … St …
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 … Trans …
If there are connection issues between Resource Management and Smartsheet, try the options below to resolve … If there are connection issues between … This … T …
Phases are a flexible way to break a project into different stages of work. … You can assign people to phases and track analytics on that phase across … Use …
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, … Use placehol …