Project Management and Gantt Charts

Project Management and Gantt Charts

Workload Tracking

Integrate phases between Smartsheet and Resource Management

Phase integration is available to users with a Smartsheet Business or Enterprise plan....

Workload tracking sharing permissions

In order to use the workload tracking features, you must have a Smartsheet Business or Enterprise plan OR if you have a Resource Management plan, all ...

Workload tracking in Smartsheet

Use the workload heatmap and workload schedule directly in sheets to view who is available and address resource over-allocations.

Sheet Summary

Define your work with sheet summary

Use the sheet summary pane to define, organize, and report information related to your work. 

Provide context to symbols with a sheet summary legend

Symbols in Smartsheet offer a quick way to visualize information, but their meaning can vary based on your sheet's context....

Standardize sheet summaries across sheets

Use batch copy to help keep sheet summaries consistent across up to 20 sheets.

Calculate key project metrics with sheet summary formulas

Automatically calculate budget summaries, aggregate project status and project health, and more by placing formulas in sheet summary fields.  In ...

Gantt Charts

Create and work with a Gantt view

Gantt view is valuable for waterfall-style project management, as it helps you break down large projects into more digestible t

Project settings in your sheets

With Project Settings, you can customize aspects of your sheet, such as dependency and timescale settings, working and non-working

Define working days, non-working days, and holidays on a sheet

Use Project Settings to define working days, non-working days, and holidays at the sheet and account levels.

Set baselines on a sheet

With baselines, you can monitor the difference between your planned and your actual start and end date in your sheets.

Activate dependencies and use predecessors in sheets

Use dependencies to automatically calculate and adjust dates as values for duration and predecessors change.Use dependencies to aut

Create a milestone in your sheet

A milestone is an action or event that marks a significant change or stage in your sheet.

Parent rollup functionality in sheets

When dependencies are enabled on a project sheet, parent rows automatically roll up information about their child rows in several sheet c

Track the critical path in a sheet

Track key tasks in your sheet by setting it up to display the critical path. 

Highlight the driving path of a subtask

See which other tasks affect a task’s start date with driving path.

Refine critical path with the summary path

The summary path helps you identify tasks that impact the end date of a parent task. 

How to create a Workback schedule in Smartsheet

How to Create a Workback Schedule in SmartsheetYou can use the Project with Hard Deadline and Gantt template to create a workback schedule....