Resource Management additional features

Custom fields for people can add properties, including skills, certifications, managers, and organization structure, to profiles. 

For projects, custom fields can add business-specific criteria to your projects and specify properties such as Portfolio Editor, project priority, the likelihood of closing, business unit, project IDs, and location. 

Multiple custom fields can be added to projects and people. You can filter those fields on the schedule, project portfolio page, or reports.

When you integrate Resource Management with other business tools or systems, add custom fields using the same tags or identifiers used in your other tools.

Create custom fields

1. Open Account Settings.
   1. If you're working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
   2. If you work in standalone Resource Management, select Settings > Account Settings.
2. Select Project Custom Fields or People Custom Fields from the left navigation menu.
3. Select Add, and fill out the following information:
   • Field Name: The custom field's display name and filters.
   • Field Description: Describes how this custom field should be used (optional).
   • Field Type: Select Text Field, Drop Down Menu, or Multiple Choice Drop Down Menu. The drop-down menu and multiple-choice drop-down menu allow you to specify the options that will appear.
   • Default Value: The value that new projects or people will have pre-populated in this field. Select Apply default value to existing projects/people to have this value populate existing assignments.
   • How is this field used?: Determine whether you want this value:
     • Visible on the project or personal page
     • A filter option throughout the account and a display option on people view in the schedule
     • Editable only by administrators (people custom fields only) 
4. Select Save to create your custom field. If applicable, the new field appears on all projects or people with the default values. 

Updates on custom fields

If you update a custom field, the update appears in all projects and people using the field.

If you remove a custom field, the project or person retains that value within their setting. As long as at least one project or person has that value attached to their settings, the option will still appear in the schedule's filtering options and reports.

Resourcing Admins and Portfolio Editors can edit custom fields in the project or profile settings, as applicable.

Filter by custom fields 

Filtering a custom field in reports allows you to show specific items in a data set. For example, you can filter on high-priority projects or projects belonging to a particular portfolio Editor. You can apply multiple filters. You only see filters available in the data you have grouped.

Custom branding settings

1. Open Account Settings.
   1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
   2. If you are working in standalone Resource Management, select Settings > Account Settings.
2. Select Custom Branding.
   1. Select Choose File to upload a new logo image. Your image must be a valid image file type (PNG or GIF) and less than 1MB in size.
   2. Use the color pickers to select new background or header text colors.
   3. Use the drop shadow setting to adjust how text is rendered to make it more legible.
3. You'll see a preview as you make your changes. When you're finished, select Save.

Remove custom branding

Select Remove Custom Branding to revert to the original Resource Management branding. 

All custom branding changes will be lost — you cannot undo this action.

Resource Management does not currently support multiple currencies.

The currency symbol is a visualization not translated into actual-world value to show the combined aggregate in the reports. The power of pivoting reports depends on being able to roll up all financials into one combined view in one currency. Also, if you share team members between offices, each of their bill rates would need to be translated into the currency that fits the project.

Multiple currency scenario:

• Your client is in the UK. Your contract for that project has a budget of £65000.
• You convert that budget to USD (or any currency) and enter it in Resource Management. Based on a sample exchange rate, the £65000 = $98,000.
• Your bill rates in Resource Management are in USD.
• Each bill rate is determined by cost per team member, overhead, and margin target. The $98,000 project and all bill rates for your project have a 30% margin.
• Your team works on the project for 3 months and completes the expected deliverables for $105,000 worth of time. This is $7,000 more than expected and reduces your profit margin to 27%.
• You need to bill the client in pounds which puts you at the mercy of the exchange rate. Fortunately for you, the value of Sterling went up since you wrote the contract. Now at the end of the project, £65000 = $110,000 USD.
• You end the project with a 31% profit margin for that project.

Other multiple currency options:

1. Set up an account for each regional office (with their local currencies) and use the API to pull data from all accounts into one dashboard.
2. Don't use the fee budget aspect of projects. Track hours instead and give your team a target that is not related to currency.