Overview and limitations

Resource Management in Smartsheet

• Access team availability and plans from your Smartsheet projects
• Use Resource Management Advanced Reporting to integrate your reporting with Smartsheet
• Request resources and preview changes in real-time
• Create/update projects using Control Center, including updating project attributes such as start and end dates and attributes defined as Project Custom Fields
• Auto-generate tasks from Smartsheet data

Capacity planning and forecasting

• Assess availability, including PTO and holidays
• Identify over/under-allocated resources
• Evaluate capacity for new work or restructuring needs

Resource allocation

• Match tasks to the best-fit people by skills, location, or qualifications
• Spot unassigned but suitable resources
• Compare team capacity and allocations

Project management

• Track resource assignments and needs
• Monitor time and budget vs. planned

Interactive scheduling

• Visual scheduling tool to match people to projects
• Track % allocation across multiple projects

Portfolio management

• Automatically generate an org-wide project view
• Include timelines and future pipeline

Effortless time tracking

• Pre-filled timesheets for easy entry
• Mobile tracking on the go
• Track time by project phase or category

Time & fee forecasting

• Compare actuals vs. baselines
• Monitor current status and forecast outcomes

Dynamic reporting and analysis

• Pre-built and custom reports by attributes
• Analyze past performance and future capacity
• Tip: Define reporting needs early to configure filters

Budget tracking

• Track budget by phase or category
• Track budget for expenses and time