Smartsheet Resource Management

Smartsheet Resource Management Product Details

Smartsheet Resource Management by Smartsheet is purpose‑built **resource management** software. Its primary job is to help operations and project leaders see capacity, allocate the right people at the right time, and forecast utilization—without juggling spreadsheets. You plan work by role, skill, and availability; the system respects calendars, public holidays, and part‑time patterns to keep plans realistic. Allocation is flexible: drag‑and‑drop people onto projects, assign by percentage or hours, and set soft vs. hard bookings to mirror your sales funnel. Skills matrices and tags make it easy to find specialists, while heatmaps highlight over‑ and under‑utilization across teams, offices, or clients. Forecasting closes the loop. As opportunities firm up, scenario tools model demand vs. supply, hiring needs, and what‑if outcomes (delay, scope change, ramp‑down). Timesheets—where provided—feed actuals back into the plan so you can compare planned vs. delivered, adjust rates, and refine estimates. Governance is built‑in: request and approval workflows, role‑based permissions, audit trails, and change history. Integrations sync projects, tasks, and people from your PM/PSA stack; calendar and HR connections keep availability current; and accounting exports generate clean journals for WIP and revenue recognition. Implementation tips: define a shared taxonomy for roles and skills; start with coarse weekly allocations; and publish team utilization targets so everyone frames trade‑offs the same way. Within a few cycles, most teams reduce fire‑drills, improve margin predictability, and create a calm, repeatable staffing rhythm.