Analytics and insights

Analytics and insights

Tips to track and analyze time and budget

It takes time to track time, so it's more efficient to track as little as possible to meet your organization’s goals....

Time Tracking in Resource Management

Track time and expenses against projects.

Time and expense tracking

Use the timesheet

Only users with a Resource Management license can track time or enter time....

Track time with day view

If your account uses itemized time tracking, day view allows you to track time for m

Track expenses

Reporting expenses helps budget and track project-related hard costs.

Submit time for approval

Any active licensed user in your Resource Management account can submit time for approval....

Submit expenses for approval

On your My Work page, select Time & Expenses, and then select Expenses....

Unmanaged Resources

Resourcing Admins can edit the user licenses in their account.    Unmanaged Resources are user accounts created for users assigned work via ...

Configure your Resource Management login for Workload Tracking

You must be a Resourcing Admin on Resource Management and a System Admin on Smartsheet to configure Smartsheet Authentication for Resource Management....

About bill rates

A bill rate is always higher than the worker’s actual pay rate, because it includes overhead costs, legally mandated expenses (like taxes), and a prof...

Track time off or leave

Set up an internal project to see your team’s vacation time taken versus how much time off they're allowed to take....

Track non-billable time

Create a non-billable phase to track non-billable hours....

Remove suggested time entries

Suggested hours on timesheets show your team their budget of time for the week; they should try to work a

Confirm or adjust time for other people

You can track time for all licensed users on your account.

Time tracking settings in Resource Management

To change your time tracking settings, navigate to Account Settings....

Manage multiple currencies

Resource Management doesn't currently support multiple currencies....

Set up bill rates

Create the default bill rate matrixThe default bill rate applies to everyone in your organization....

Select a default time tracking method

Choose the best method to track time in Resource Management to help get the most out of your projects and provide the reporting detail you need....

Create and manage reports

Filter reports by approval status or approver

Use approval-based filters to view time entries based on their associated approver or approval status....

Advanced reports

You must use Sign in with Smartsheet when you log in to your Resource Management account to use this feature....

Save, print, or export Resource Management reports

You can save your reports and return to them whenever you need to.

Reporting in Resource Management

Gain insights from analytics.

Resource Management reports overview

You can create and save frequently-used reports and access them from the Reports page....

Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.

Export data from reports

Reports provide valuable data. Exporting data can expand what you can do with it....

Pivot table report settings

If you have a Business or Enterprise Smartsheet plan and use  Smartsheet authentication, then you can create  advanced reports to further an...

Create a time and fees report

Time and fees reports pull data from your selected metrics: hours, days, amounts, amounts & hours, or amounts & days....

Create an expense report

Expense reports can help your organization track costs, such as those incurred when hiring outside vendors, ordering prototypes, or traveling....

Create a utilization report

Utilization reports show historical utilization based on incurred hours and forecasted utilization based on future scheduled assignments....

Create a budget report

Budget reports show how much time or money has been incurred on a project and how much remains.

Add custom fields to people or projects

You can use custom fields for people or projects....