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

  • Smartsheet
  • Enterprise
  • Business
  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

To set up the panel connection, you need Resourcing Admin permissions in Resource Management and SysAdmin permissions in Smartsheet; both accounts must use the same email address.

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

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

After you connect the sheet to the 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.

You can also make assignment changes in the sheet.