Resource Management Help and Learning | Smartsheet Learning Center

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c-0.3,0.3-0.6,0.7-0.8,1.1h-0.1v-2.3h-2.9v15h2.9c0,0-0.1-6.2,0-7.7c0.1-1.5,0.3-3.1,1.1-3.8c0.8-0.7,1.2-0.9,2.2-1 c0.9-0.1,2.1,0,2.1,0L124.6,178.8z"></path> </g> </g> <g> <g> <path class="st0" d="M135.1,191.4c-0.3,0.1-0.7,0.1-1,0.1c-0.5,0-1-0.1-1.2-0.3c-0.3-0.2-0.5-0.5-0.6-0.8 c-0.2-0.3-0.2-0.7-0.2-1.1c0-0.4,0-0.8,0-1.2v-6.8h4.1v-2.5H132v-4.2h-2.9v4.2h-2.9l-1.1,2.5h3.9v7.9c0,0.6,0,1.2,0.1,1.8 c0,0.6,0.2,1.2,0.5,1.6c0.3,0.5,0.7,0.9,1.3,1.2c0.6,0.3,1.5,0.5,2.6,0.5c0.3,0,0.7,0,1.2-0.1c0.5-0.1,1-0.2,1.3-0.4v-2.6 C135.8,191.3,135.5,191.4,135.1,191.4z"></path> </g> </g> <g> <g> <path class="st0" d="M208.1,191.4c-0.3,0.1-0.7,0.1-1,0.1c-0.5,0-1-0.1-1.2-0.3c-0.3-0.2-0.5-0.5-0.6-0.8 c-0.2-0.3-0.2-0.7-0.2-1.1c0-0.4,0-0.8,0-1.2v-6.8h4.1v-2.5h-4.1v-4.2h-2.9v4.2h-2.9l-1.1,2.5h3.9v7.9c0,0.6,0,1.2,0.1,1.8 c0,0.6,0.2,1.2,0.5,1.6c0.3,0.5,0.7,0.9,1.3,1.2c0.6,0.3,1.5,0.5,2.6,0.5c0.3,0,0.7,0,1.2-0.1c0.5-0.1,1-0.2,1.3-0.4v-2.6 C208.7,191.3,208.4,191.4,208.1,191.4z"></path> </g> </g> </g> <g> <g> <path class="st0" d="M37.3,184.4c0,0,1-1.4,2.4-1.5c2.1,0,3.8,3.7,4.1,4.3c2.3-5.2,6.1-9.6,9.2-12.5H33.9c0,1.8,0,19.9,0,21.4 c0,1.2-0.2,2-0.2,2.4c0.9-0.1,4.1-0.7,7.3-1.9c5.8-2.1,8.1-4.3,8.1-4.3l0.2-0.2l0.1,0.2c0,0,0.7,1.6,1.4,2.5 c0.8,0.9,1.2,1,1.5,1c0.3-0.1,0.5-0.6,0.6-1.5c0.1-0.9,0.2-2.8,0.2-5.2c0-4.3,0-9.9,0-12.7c-5.6,6.9-9.7,17.3-9.7,17.3 S40.6,184.3,37.3,184.4z"></path> </g> </g> </g> </g> </g> </svg> </div> </div> </article> </div> <h1>Resource Management Help and Learning</h1> <p class="subhead">A premium resource management solution by Smartsheet.</p> <div class="field field--name-node-header-search field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div id="p-id-6423" class="search-bar"> <form id="coveo-standalone-1755997255" class="search-bar-form fas fa-search" action="/search" method="get"> <div class="container"> <span class="input-wrapper form-item"> <div class="coveo-search-box-standalone"> <div class="CoveoAnalytics" data-endpoint="https://smartsheetproductionh5772tp8.analytics.org.coveo.com/rest/ua" data-search-hub="Support" data-auto-push-to-gtm-data-layer="true"></div> <div class="innerReplace" data-placeholder="Search Resource Management" data-search-as-you-type-delay='500' data-search-product="Resource Management"></div> </div> </span> </div> </form> </div> </div> </div> </div> </div> </header> <div class="breadcrumb-container"> </div> <div class="main-content"> <aside class="sidebar light" role="navigation"> <a id="main-content" tabindex="-1"></a> </aside> <main> <div class="region region-content"> <div data-drupal-messages-fallback class="hidden"></div> <div id="block-alexandria-page-title" class="block block-core block-page-title-block"> <h1 class="page-title"><span class="field field--name-title field--type-string field--label-hidden">Resource Management Help and Learning</span> </h1> </div> <div id="block-alexandria-content" class="block block-system block-system-main-block"> <article data-history-node-id="2481897" class="node node--type-landing-page node--promoted node--view-mode-full"> <div class="node__content"> <div class="field field--name-field-components-bricks field--type-bricks-revisioned field--label-hidden field__items"> <div> <div class="brick brick--type--kevin-grid-evenly-spaced brick--id--6419 even-grid organism" id="p-id-6419"> <div class="intro-copy"> <h2 class="field__item">Curated Learning Tracks for Resource Management</h2> <p class="subhead field__item">Learn how to use Resource Management by Smartsheet </p> </div> <div class="container"> <div class="tile-container"> <div class="teaser-item"> <div id="p-id-6414" class="teaser-content teaser-card image--icon media-top"> <div data-history-node-id="2481071" class="node node--type-book node--view-mode-tile"> <a href="/learning-track/getting-started-resource-management" rel="bookmark" class="teaser-card-link"> <div class="image-container"> <div class="field field--name-field-icon-media-library field--type-entity-reference field--label-hidden field__items"> <div class="field__item"><article class="media media--type-icon media--view-mode-component-image-small"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2024-11/icon-blue-500_rm-by-smartsheet.svg" /> </div> </div> </article> </div> </div> </div> <div class="content-container"> <p class="teaser-eyebrow">Learning Track</p> <h3>Get started with Resource Management</h3> <div class="clearfix text-formatted field field--name-field-teaser-text field--type-text-long field--label-hidden field__items"> <div class="field__item"><p><span>Resource Management by Smartsheet is a resource and project portfolio planning solution that allows you to see and act on critical data about your team’s capacity across your organization’s entire portfolio of work.</span></p></div> </div> <h5 class="tile-chapters">4 Topics</h5> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6415" class="teaser-content teaser-card image--icon media-top"> <div data-history-node-id="2481396" class="node node--type-book node--view-mode-tile"> <a href="/learning-track/resource-management-project-management" rel="bookmark" class="teaser-card-link"> <div class="image-container"> <div class="field field--name-field-icon-media-library field--type-entity-reference field--label-hidden field__items"> <div class="field__item"><article class="media media--type-icon media--view-mode-component-image-small"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-pm-methodologies.svg" /> </div> </div> </article> </div> </div> </div> <div class="content-container"> <p class="teaser-eyebrow">Learning Track</p> <h3>Project Management in Resource Management</h3> <div class="clearfix text-formatted field field--name-field-teaser-text field--type-text-long field--label-hidden field__items"> <div class="field__item"><p>Manage a team and plan projects.</p> </div> </div> <h5 class="tile-chapters">10 Topics</h5> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6416" class="teaser-content teaser-card image--icon media-top"> <div data-history-node-id="2481446" class="node node--type-book node--view-mode-tile"> <a href="/learning-track/resource-management-time-tracking" rel="bookmark" class="teaser-card-link"> <div class="image-container"> <div class="field field--name-field-icon-media-library field--type-entity-reference field--label-hidden field__items"> <div class="field__item"><article class="media media--type-icon media--view-mode-component-image-small"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-availability.svg" /> </div> </div> </article> </div> </div> </div> <div class="content-container"> <p class="teaser-eyebrow">Learning Track</p> <h3>Time Tracking in Resource Management</h3> <div class="clearfix text-formatted field field--name-field-teaser-text field--type-text-long field--label-hidden field__items"> <div class="field__item"><p>Track time and expenses against projects.</p> </div> </div> <h5 class="tile-chapters">3 Topics</h5> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6417" class="teaser-content teaser-card image--icon media-top"> <div data-history-node-id="2481451" class="node node--type-book node--view-mode-tile"> <a href="/learning-track/resource-management-reporting" rel="bookmark" class="teaser-card-link"> <div class="image-container"> <div class="field field--name-field-icon-media-library field--type-entity-reference field--label-hidden field__items"> <div class="field__item"><article class="media media--type-icon media--view-mode-component-image-small"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-demand-management.svg" /> </div> </div> </article> </div> </div> </div> <div class="content-container"> <p class="teaser-eyebrow">Learning Track</p> <h3>Reporting in Resource Management</h3> <div class="clearfix text-formatted field field--name-field-teaser-text field--type-text-long field--label-hidden field__items"> <div class="field__item"><p>Gain insights from analytics.</p> </div> </div> <h5 class="tile-chapters">4 Topics</h5> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6418" class="teaser-content teaser-card image--icon media-top"> <div data-history-node-id="2481361" class="node node--type-book node--view-mode-tile"> <a href="/learning-track/resource-management-system-administration" rel="bookmark" class="teaser-card-link"> <div class="image-container"> <div class="field field--name-field-icon-media-library field--type-entity-reference field--label-hidden field__items"> <div class="field__item"><article class="media media--type-icon media--view-mode-component-image-small"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-data-center.svg" /> </div> </div> </article> </div> </div> </div> <div class="content-container"> <p class="teaser-eyebrow">Learning Track</p> <h3>System Administration in Resource Management</h3> <div class="clearfix text-formatted field field--name-field-teaser-text field--type-text-long field--label-hidden field__items"> <div class="field__item"><p>Set up my Resource Management account.</p> </div> </div> <h5 class="tile-chapters">6 Topics</h5> </div> </a> </div> </div> </div> </div> <div class="view-all-link"> </div> </div> </div> <div class="brick brick--type--kevin-grid-evenly-spaced brick--id--6411 even-grid organism" id="p-id-6411"> <div class="intro-copy"> <h2 class="field__item">Resource Management Help Articles by Category</h2> </div> <div class="container"> <div class="tile-container"> <div class="teaser-item"> <div id="p-id-6487" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Resource%20Management%20account%20management/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-resource-management.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Resource Management account management</h3> <p><p>Learn how to set up your account, update account settings, and set authentication options for Resource Management.</p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6489" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Time%20and%20expense%20tracking/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-grid.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Time and expense tracking</h3> <p><p>View the collection of help articles to learn how to track time and expenses on Resource Management. </p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6490" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Team%20member%20management/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-sharing.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Team member management</h3> <p><p>Configure people in your organization and assign work, bill rates, and roles to team members. </p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6491" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Schedule%20view%20and%20approvals/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-calendar.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Schedule view and approvals</h3> <p><p>Manage your organization using the schedule view and approve time and expenses. </p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6492" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Project%20management/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-types-of-work.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Project management</h3> <p><p>View the collection of help articles on confirmed, tentative, and internal projects. </p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6493" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Create%20and%20manage%20reports/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-reports.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Create and manage reports</h3> <p><p>Learn how to create and manage reports that collect data from budgets, people, and time. </p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6494" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Apps%20and%20Integrations/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-04/icon-honest-blue-integrations.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3>Apps and Integrations</h3> <p><p>Get more functionality by integrating with other apps and platforms.</p> </p> </div> </a> </div> </div> </div> <div class="teaser-item"> <div id="p-id-6495" class="teaser-content teaser-card image--icon media-top"> <div class="teaser-item taxonomy-term vocabulary-article-category"> <a class="teaser-card-link" href="/topics/Tips%20and%20Troubleshooting/Resource%20Management"> <div class="image-container"> <article class="media media--type-icon media--view-mode-default"> <div class="field field--name-field-media-svg-1 field--type-svg-image-field field--label-hidden field__items"> <div class="field__item"> <img src="/sites/default/files/2020-05/icon-honest-blue-tips-troubleshooting.svg" /> </div> </div> </article> </div> <div class="content-container"> <h3> <div class="field field--name-field-teaser-title field--type-string field--label-hidden field__items"> <div class="field__item">Tips and Troubleshooting</div> </div></h3> <p> <div class="clearfix text-formatted field 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