Here are some answers to common questions around setting up, maintaining, or signing in to Resource Management with Smartsheet Authentication....
Configure how people sign in to Resource Management
You can configure how your team signs in to Resource Management....
Use the following steps to update the login email address of a person or multiple people....
Reference the table below for input and formatting details on each column in your spreadsheet....
The default work week for your organization is set in Account Settings....
In Resource Management, you can track time in three different ways. Each option offers different levels of flexibility and detail....
Use Single Sign On (SSO) for password management and user provisioning to increase company control of access to Resource Management and ensure the rig...
Resource Management has seven different permission levels. Only Resourcing Administrators can set permission levels for people....
Resource Management doesn't currently support multiple currencies....
People in Resource Management can only have one discipline and role. This is set in their personal profiles....
Resource Management provides spreadsheet templates so you can add or update multiple profiles at once....
To create a non-billable person, set their utilization target to 0.
Go to the profile page for the non-billable person and then click Edit Profile....
Use Placeholdersto schedule a project when you don’t yet know who will be performing the work....
You can create a list of your office locations, allowing you to associate a person with a location....
When Administrators set up new profiles, it's a good idea to fill in your team member's basic information....
Leave types are assignment types that are not projects....
Use bill rates to track the monetary amount of both incurred and future scheduled hours....
Resource Management allows you to track time in a few different ways....
Assigning roles and disciplines to people allows you to set up bill rates for roles and disciplines that people can automatically adopt from your bill...
When someone leaves your company, or they no longer need access to Resource Management, you should archive that person....
This guide covers setting up your account and helps you evaluate Resource Management to determine if it's a good fit for your team....
You can add people in two places: Account Settings or the Organization Page....
Account Management
Before you change your account owner, check to see if the new owner has the correct permissions....