[ Resourc... Reviews ](https://www.g2.com/products/resource-management-by-smartsheet/reviews) [ Resourc... Reviews ](https://www.g2.com/products/resource-management-by-smartsheet/reviews) # Resource Management by Smartsheet Features ##### ## Tasks (6) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (9) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Templates Provide standards templates that can be customized by users to create new projects. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Planning (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (4) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Show More ##### ## Accounting (5) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Analytics (3) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Show More ##### ## Administration (3) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Show More ##### ## Platform (5) APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Marketing Resource Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More [ ![Zoho Projects](https://images.g2crowd.com/uploads/product/hd_favicon/2f879ee636896931c6ce337550188a6b/zoho-projects.svg "Zoho Projects") Sponsored Zoho Projects 4.3/5 (554) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://images.g2crowd.com/uploads/product/hd_favicon/181e144a81f469ec182ad6517b02ec00/kantata-professional-services-automation-formerly-mavenlink-kimble.svg "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5 (1,451) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![BigTime](https://images.g2crowd.com/uploads/product/hd_favicon/884ed97cdeee74de7e2af7115e09c500/bigtime.svg "BigTime") BigTime 4.5/5 (1,656) ](https://www.g2.com/products/bigtime/reviews) [ ![monday Work Management](https://images.g2crowd.com/uploads/product/hd_favicon/5c18572c785c604e70daeba4580c1091/monday-com.svg "monday Work Management") monday Work Management 4.7/5 (15,046) ](https://www.g2.com/products/monday-com/reviews) [ View All Alternatives ](https://www.g2.com/products/resource-management-by-smartsheet/competitors/alternatives) Resource Management by Smartsheet Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image") Kantata Professional... 4.2/5 (1,512) [ Compare Now ](https://www.g2.com/compare/kantata-professional-services-automation-formerly-mavenlink-kimble-vs-resource-management-by-smartsheet) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c5e999697929ea9ef436c2606f0230b3/monday-com.png "Product Avatar Image") monday Work Management 4.7/5 (15,454) [ Compare Now ](https://www.g2.com/compare/resource-management-by-smartsheet-vs-monday-com) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5 (13,698) [ Compare Now ](https://www.g2.com/compare/asana-vs-resource-management-by-smartsheet) ##### Categories on G2 [ Project Management ](https://www.g2.com/categories/project-management)[ Marketing Resource Management ](https://www.g2.com/categories/marketing-resource-management)[ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation) [ Resource Management ](https://www.g2.com/categories/resource-management) Show More ##### Explore More [ Best digital asset management software ](https://www.g2.com/discussions/best-digital-asset-management-software-in-2025)[ What platform provides the best analytics for practice performance? 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