In Resource Management, you can create a new project and assign people (or placeholders for roles and disciplines) for the estimated time required....
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Project brief for a linked Smartsheet project, showing the workload risk summaryThe project brief is the project...
Create a template project like any other project. See Create a new project. Use naming conventions that make it clear the project is a template....
All projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management.
When project priorities or details change, it’s important to update this information, so the project data remains accurate....
When you want to track specific milestones within stages, you can add custom work status labels....
Resource Management helps you budget and track projects by time, currency, or expenses.
You can create new projects individually on the project page or in bulk using the project importer.
In account settings, you can establish a list of clients. When you create a project, you can associate that project with a client from this list....
You can delete a project or phase to remove it and all its data.
Time and fee categories are classifications of time entry hours....
Resourcing Administrators, People Schedulers, and Project Editors can tag people. Only Resourcing Administrators can edit, delete, or create tags....
Resourcing Administrators and Approvers can approve time or expenses....
When you assign work or change assignments, the relevant project page and people pages automatically reflect the changes....
Bill rates are the hourly rates charged for work performed.