Resource Management Panel for Smartsheet

The Resource Management Panel provides a direct connection between project plans in Smartsheet and resource plans in Resource Management. From a Smartsheet project sheet, see who's been assigned to the project, request the types of people you need to complete each deliverable, and get a real-time preview of the impact of resourcing changes as you move through the project lifecycle.

About the Resource Management panel

APPLIES TO

  • Resource Management
  • Smartsheet

Connecting a project sheet to Resource Management gives you an easy way to see how resource changes affect your entire plan. You can also make changes to your plan from the panel. 

It’s a two-step process to use the panel. First, authorize your account (one time only), then connect a project sheet to Resource Management

Once the sheet is connected to Resource Management Panel, you can use the panel to see: 

  • People or placeholders assigned to tasks in your Resource Management project 
  • Overall allocation % for assigned users
  • Overall availability for team members assigned to your project 
  • Dates for the overall project and individual assignments.

… and you can make assignment changes from within the panel. 

Smartsheet panel for Resource Management preview

Image of the Resource Management Panel with options to update a project and add, remove or update people and placeholders.

For more information about templates and Workspaces in Smartsheet, see Templates: Create Your Own or Use One from the Solution Center and Workspaces Overview.

 

Update task assignments in the Resource Management panel

APPLIES TO

  • Smartsheet
  • Resource Management

RELATED CAPABILITIES

Who can use this capability?

To update task assignments in the panel, you must be a licensed user for both Smartsheet and Resource Management. You must also be a sheet owner, admin, or editor in Smartsheet and a project manager or admin in Resource Management.

You can add or update task assignments using the Resource Management panel in Smartsheet.

Adding new assignments

To create a new assignment from Smartsheet with the Resource Management panel, open the panel and confirm the following is present in each row for the task you want to assign:

  • Start and End dates
  • Allocation %
  • Valid managed user or Resource Management placeholder in the Assigned To column. 

Once all needed information is added to your sheet, you’ll see the new, unconfirmed assignments appear in the panel. 

To add new assignments via the panel: 

  • In the pane below the assignment, select Add on a single assignment to confirm changes for a single user.
  • At the top of the pane, select Update All to confirm all changes.
     

When you assign a row, the primary field of the row (the task name) will sync to the schedule, along with assignees, allocation, and dates in a compact visualization showing the total allocation workload for each person.

After you’ve confirmed your assignments, you can select the project name in the panel to go to your project brief.
In the panel, allocation is summed across multiple tasks. You will not see an entry for individual rows.

Updating assignments

You can update a person's assignments or, if they have no assignments, remove them from the panel.

  1. Open the panel. 
  2. Adjust the assigned user in the Assigned To column.
  3. Review your changes in the panel and click Add on the assignment or Update All at the top of the pane to complete commit changes to your project.

Your sheet will save automatically when you submit your changes, but you may need to refresh the Resource Management schedule to see your changes. 

Remove unassigned resources

Removing unassigned people also removes duplicate tasks generated during bulk task reassignments and helps keep your project plan clean and up to date.

  • To remove a resource click Remove to the right of the person's name.