Resource Management

Resource Management

Participants will explore how Resource Management can be leveraged to gain insight into when teams are being resourced across projects

Overview

Looking for insight into how resources are utilized across multiple project plan sheets? This course introduces the Resource Management functionality built into the core Smartsheet application. Participants will explore how this feature can be leveraged to gain insight into when teams are being resourced across projects.

Learning Objectives:
At the end of this course, participants will be able to:
• Assign resources to tasks 
• Assign multiple resources to a task 
• Track resource scheduling conflicts in Resource Management 
• Create and export Resource Views  

Duration: 90 minutes 

Audience: This course is designed for existing and emerging project managers or licensed users involved in project management and want to utilize Resource Management. 

Prerequisites: Participants should have a Smartsheet License, have the Resource Viewer designation assigned by their System Administrator, and be familiar with all basic sheet functionality, such as column types, comments and attachments, basic formulas, sheet sharing permissions, etc.

Features Covered:
• Activating Resource Management for specific sheets 
• Setting resource allocation at the row level 
• Accessing Resource Views from sheets 
• Creating custom resource Views

Questions? 

Contact training@smartsheet.com

Register/Launch Live Training

Event Date Spaces left
Resource Management 42
Resource Management 35
Resource Management 46
Resource Management 49
Resource Management 48
Resource Management 50
Resource Management 50
Resource Management 50

Live Sessions

  • Register/Launch Live Training
  • In-Class Material
  • Activity Sheets
  • Activities
  • Post-Course Materials
  • Post-Course Evaluation
  • Course PDU Information

Overview

Looking for insight into how resources are utilized across multiple project plan sheets? This course introduces the Resource Management functionality built into the core Smartsheet application. Participants will explore how this feature can be leveraged to gain insight into when teams are being resourced across projects.

Learning Objectives:
At the end of this course, participants will be able to:
• Assign resources to tasks 
• Assign multiple resources to a task 
• Track resource scheduling conflicts in Resource Management 
• Create and export Resource Views  

Duration: 90 minutes 

Audience: This course is designed for existing and emerging project managers or licensed users involved in project management and want to utilize Resource Management. 

Prerequisites: Participants should have a Smartsheet License, have the Resource Viewer designation assigned by their System Administrator, and be familiar with all basic sheet functionality, such as column types, comments and attachments, basic formulas, sheet sharing permissions, etc.

Features Covered:
• Activating Resource Management for specific sheets 
• Setting resource allocation at the row level 
• Accessing Resource Views from sheets 
• Creating custom resource Views

Questions? 

Contact training@smartsheet.com

Live events

Register/Launch Live Training

Event Date Spaces left
Resource Management 42
Resource Management 35
Resource Management 46
Resource Management 49
Resource Management 48
Resource Management 50
Resource Management 50
Resource Management 50

Live Sessions

  • Register/Launch Live Training
  • In-Class Material
  • Activity Sheets
  • Activities
  • Post-Course Materials
  • Post-Course Evaluation
  • Course PDU Information