The People page shows you everyone in your organization.
The People page shows you everyone in your organization.
Account management
Navigate between multiple licensed accounts with a single click.
Navigate between multiple licensed accounts with a single click.
You must be a licensed Resourcing Administrator to complete this process....
The account owner is the primary contact with Smartsheet and receives updates and alerts from Smartsheet....
You must be a licensed Resourcing Administrator to complete this process....
The account owner is the primary contact with Smartsheet and receives updates and alerts from Smartsheet....
Authentication
Here are some answers to common questions around setting up
Users can sign into Smartsheet using SSO, email and password, or Smartsheet authentication.
Here are some answers to common questions around setting up
Users can sign into Smartsheet using SSO, email and password, or Smartsheet authentication.
Schedule view and approvals
The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.
The schedule provides an interactive visual representation of what people are working on, when, and if they’re overbooked.
The schedule helps you visualize when your team is available to work and when they’re staffed to capacity.
Learn how to use the Schedule page.
At the top of the screen, select Schedule. To expand the left menu, select Everyone....
Activate the approvals workflowResourcing Admins can set up approvals for time and expense entries for their organization. Set who approves time...
Resourcing Administrators can activate Approvals.
Resourcing Administrators can activate Approvals.
The Schedule shows project timelines and assignments across your organization.
Use the edit menu to remove, reassign, edit, or split assignments on your schedule.
Use the edit menu to remove, reassign, edit, or split assignments on your schedule.
Holidays and weekends can be configured in order to accurately budget time.
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
After your team bills their hours, use Bulk Approve in Account Settings to loc
When you activate approvals, Approver appears in the left sidebar on people pages and shows who approves a person's time and/or expenses.
When you activate approvals, Approver appears in the left sidebar on people pages and shows who approves a person's time and/or expenses.
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
Unlock an approved time report to edit it.
After your team bills their hours, use Bulk Approve in Account Settings to loc
Add leave assignments the same way you would add project assignments....
User management
Managed Resources represent things you need for your project.
Managed Resources represent things you need for your project.
Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filteri
Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filteri
The default work week for your organization is set on the Account Settings page....
You should archive a person if they leave your company or no longer need access to Resource Management.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person....
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
You can create a list of your office locations, allowing you to associate a person with a location.
Resource Management provides spreadsheet templates to add or update multiple profiles simultaneously.
Learn how Resourcing Admins can set permissions for users in their account.
The default work week for your organization is set on the Account Settings page....
Learn how Resourcing Admins can set permissions for users in their account.
People in resource management can have different bill rates when you utilize project phases.
Resource Management provides spreadsheet templates to add or update multiple profiles simultaneously.
To create a non-billable person, set their utilization target to 0.
You can create a list of your office locations, allowing you to associate a person with a location.
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person....
You should archive a person if they leave your company or no longer need access to Resource Management.
Resourcing Administrators can add people in two places: Account Settings or the Organization Page.