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

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.

 

Use the Resource Management panel to assign people to tasks

To create a new assignment from Smartsheet in the Resource Management panel, open the panel and ensure the following information is present in each row corresponding to a task you would like 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. Select Add to Resource Management on a single assignment to confirm changes for a single user, or select Add All or Update All to confirm all your assignments.

When you assign a row, the primary field of the row (the task name) will sync to the Resource Management 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, select the project name in the panel to go to your project brief in Resource Management.

When viewing user allocation in the panel, allocation is summed across multiple tasks. You will not see an entry for each row individually.

 

FAQ: Resource Management Panel for Smartsheet