Connect Smartsheet and Resource Management accounts

To use the Smartsheet panel for Resource Management, you must first authorize the connection between Smartsheet and Resource Management.

Connect a project sheet to a Resource Management project

This article applies only to users who access Resource Management with email/password or via Resource Management SSO.  Begin by ensuring you have...

Delete or disconnect a sheet from a Resource Management project

There is a best practice to ensure the seamless disconnection of a sheet from a Resource Management project.

Sync Resource Management assignments with Smartsheet

This article only applies to users with a Resource Management and Smartsheet account.  Resourcing Administrators, Portfolio Editors, and People S...

Troubleshooting Resource Management panel sync errors

This article only applies to users with a Resource Management and Smartsheet account.  The following sheet synchronization errors appear in the R...

Import your project to Smartsheet

Import your Resource Management project to Smartsheet to take advantage of Smartsheet's robust work management features. 

Revoke Resource Management authorization

This article is only applicable for accounts that login with a Resource Management email/password or Resource Management SSO....

Integration FAQs

Integrating with Resource Management is possible through our public API.

Integrate Resource Management with APIs

Integrating with Resource Management is possible through our public API.

Where to find Resource Management API documentation

The Resource Management API provides programmatic access to projects, user assignments, and more.

Enable calendar subscriptions

Calendar subscriptions enable your team to see all their Resource Management assignments on their calendar without a custom API integrati