Applies to
Capabilities
Who can use this capability
Resourcing Administrators, Portfolio Editors, and Project Editors can create and manage projects.
Create a new project
You can create new projects individually on the project page or in bulk using the project importer.
Who can use this?
Plans:
- Resource Management
Permissions:
Resourcing Administrators, Portfolio Editors, and Project Editors can create and manage projects.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
New projects appear on your organization's project portfolio page.
Creating single projects
To create a new project:
- In the top right corner of the project portfolio, select New Project.
- Enter a project name and project type. Enter additional details as available.
- Client: Select a client from the list or create a new one.
- Project Code: Optional internal project codes.
- Duration: To generate your end date, specify the number of working days of the project. Understanding how many workdays a project takes is helpful for projects that overlap with holidays and weekends.
- Custom fields: Allows you to add and track specific information about your projects and people.
- Notifications: Enable or mute notifications about changes to this project.
- Budgets: Learn more about creating and managing budgets.
- Phases: Learn more about using phases for projects.
- Bill Rates: Learn more about configuring bill rates.
- Lock/Unlock time entries: Set time entries to lock when your team submits their hours.
- Project owner: Specify the person who acts as the project manager or main point of contact for the project. You can choose anyone eligible to own a project, such as Resourcing Admins, Portfolio Editors, or Project Editors.
- At the bottom of the page, select Save. You can now add people to your project.
Adding project members
If additional stakeholders, such as an executive sponsor, need access to the project, you can add them as project members. Members can edit project settings, make assignments, and run reports on the project.
To add project members:
- Open project settings, then select Project Members.
- Select Add Members, select the people you want to add, and then select Add.
Due to their restricted access to Resource Management, you can't add contractors as project members.
- At the bottom of the page, select Save. You can now add people to your project.
Importing multiple projects
You can also batch-import projects using a spreadsheet. Learn more about importing multiple projects.