Create and manage locations

You can create a list of your office locations, allowing you to associate a person with a location.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators can set locations.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Locations can be used to sort or filter people on your organization page. Additionally, you can use them as search criteria to reassign items on the schedule.

To manage locations:

  1. Open Account Settings.
    1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings > Account Settings.
  2. On the left side, select Locations. 
  3. Enter new locations in the location field then select Add. 

You can edit the existing locations by selecting the name and editing it or deleting it by selecting Delete.