Resource Management additional features

You can use custom fields for people or projects.

• People: Add properties, including skills, certifications, managers, and organization structure

• Projects: Add business-specific criteria to specify properties such as Portfolio Editor, project priority, the likelihood of closing, business unit, project IDs, and location

You can add multiple custom fields to projects and people and use them as filters on the schedule, project portfolio page, or reports.

When integrating Resource Management with other business tools or systems, use the same tags or identifiers as custom fields.

Create a custom field

1. Open Account Settings.
   1. In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings.
   2. In standalone Resource Management, select Settings > Account Settings.
2. On the left, select Project Custom Fields or People Custom Fields.
3. Select Add, and enter the following information:
   • Field Name: The custom field's display name and filters
   • Field Description: Instructions for this custom field (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 pre-populates in this field for new projects or people. Select Apply default value to existing users/projects 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
     • Available as a filter option throughout the account and a display option on the people view in the schedule
     • Only edited by administrators (only for people custom fields) 

4. Select Save to create the custom field. 

   The new field appears on all projects or people with the default values if applicable. 

Update a custom field

You can update a custom field at any time. Select the custom field, make changes, and save them. The update appears in all projects and people using the field.

However, 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 a value attached to their settings, the option still appears 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 

You can use a custom field as a filter in reports 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 also apply both filters to show only high-priority projects belonging to that Portfolio Editor. 

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 doesn't 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 rolling 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, reducing 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, Sterling's value has increased 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 unrelated to currency.