Here’s a quick, step-by-step introduction to Resource Management. Click the inline links to learn more about each step.
Basic Account Settings....
The Schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked....
The Schedule helps you visualize when your team is available to work and when they’re staffed to capacity....
Learn how to use the Schedule page.
On the navigation menu, select Schedule.
In the upper-left area of the Schedule page, select ....
On the Schedule, the Allocation Heatmap shows the availability two months into the past and one year into the future for for each person....
Today View helps everyone know what to prioritize each day. In Today View you'll see scheduled work and status for that work....
If your account has Approvals enabled for time entries, you will see new filters for Approved By and Approval Status in Reports....
You can enable approvals for time, expenses, or both.
You must be an administrator to activate Approvals....
Your organization may need to audit approval records to demonstrate a compliant approval process (SOX compliance, for example)....
There are three ways to track time in Resource Management....
To track your activities for a specific day, click Day in the upper right corner of your timesheet....
Reporting expenses helps budget and track project related hard costs.
Expenses are any non-labor related project costs....
Any active licensed user in your Resource Management account can submit time for approval....
You can submit hours at any time, but it’s good to follow a schedule that works for your organization (daily, weekly, biweekly, etc.)....
Tracking time puts a burden on the person who needs to enter it....
Estimation is typically based on experience or a set of quick calculations....
The Schedule shows project timelines and assignments across your organization....
Everyone with access to Resource Management has a Personal Page. This page is a your dashboard for projects, work, time and expenses....
Click your Company Name at the top of the page to see your People Page. This page shows you everyone in your organization....
Teams who use Resource Management only will want to add Managed Resources....
Use the Edit menu to remove, reassign, edit or split assignments on your schedule....
After August 17, 2021 you will no longer be able to access Smartsheet using Microsoft Internet Explorer 11 web browser....
Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filtering logic....
Resource Management is optimized for mobile phones. You can track your time and set your status while on the go....
By default, a work week in Resource Management is five days. The work week begins on Monday, making Saturday and Sunday nonworking days....
Navigate between multiple licensed accounts with a single click....
Resource Management automatically formats your reports so they're print or PDF-friendly....
When you activate Approvals, Approver appears in the left sidebar on People pages. Approver shows who approves a person's time and/or expenses....