Once you’re ready to integrate a new workflow into Resource Management, you'll figure out which method is right for your needs.
Workload Tracking with the Resource Management Panel
Unmanaged Resources are user accounts created for users assigned work via Smartsheet's
You must be a Resourcing Admin on Resource Management and a System Admin on Smartsheet to configure Smartsheet Authentication for Resource Management....
Resource Management Panel by Smartsheet
To use the Smartsheet panel for Resource Management, you must first authorize the connection between Smartsheet and Resource Management.
This article is only applicable to users who access Resource Management with email/password or Resource Management SSO. Begin by ensuring you ha...
There is a best practice to ensure the seamless disconnection of a sheet from a Resource Management project.
Assignments modified directly in Resource Management automatically update the associated rows in Smartsheet. Certain changes made in
If there are sync issues between Smartsheet and the Resource Management panel, you may see one of the error messages listed below.
If there are connection issues between Resource Management and Smartsheet, try the possible options below to resolve the issues.
Import your Resource Management project to Smartsheet to take advantage of Smartsheet's robust work management features.
If you need to change which Resource Management account you're using with the Resource Management panel, you can revoke your current acco