Resource Management by Smartsheet Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Users can move tasks and change dependencies using drag and drop.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Receive system updates as soon as any changes are made

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Provide standards templates that can be customized by users to create new projects.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Receive data and information in real time

Monitor the performance of each resource by project, portfolio, or resource type.

Provide demand-driven forecasts to prepare and plan for future projects.

Identify misutilizations and provide suggestions to improve planning and scheduling.

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Plan and coordinate all the resources, costs and time needed to execute assignments

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Log and record hours worked and costs spent to assist in billing and invoicing

Track and document all activities across devices, networks, and other systems

Track the list of items required to be billed/invoiced to clients

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Plan and strategize marketing campaigns

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Generate quotes or estimates for customers

Provides a channel for team members to share media files, communicate, and work together

Customize data fields to support various needs and use cases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed project plans that can be customized

Track and manage the scheduling of tasks

Receive data and information in real time

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Track and manage schedules and meetings via an integrated calendar

Manage and control operations that take place on the shop floor or factory floor

Organize and manage the accomplishments and development of employees or performance of applications or systems

Active monitoring of systems, applications, or networks

Tracking the status of previously identified performance measurements

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Addition of necessary external data, applications, tools, or features

Assemble applications and processes by dragging over and arranging pre-built components

Plan and coordinate all the resources, costs and time needed to execute assignments

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Provides a channel for team members to share media files, communicate, and work together

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Create, manage and track all task activities and progression

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Reporting on how each user, task or process has advanced since its initiation

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Intended to be used by manufacturers

Active reporting of data and metrics

Access software remotely via mobile devices

Manage budgets, track and optimize spending and align capacity to workload demand

Develop potential scenarios to identify risks and opportunities

Archive of job costs for similar projects

Monitor product stock levels

View and track pertinent metrics to find patterns and gain insights from data

Use AI to generate content in the form of text, images, videos, etc.

Measure and track time including hours worked and paid time off (PTO)

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Predict future data based on historical data sets

Assign available resources (human and/or non-human) to various projects and tasks

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Track employee skills, competencies, training & qualifications

Track the frequency of asset usage

Manage the process of evaluating documents or requests submitted for approval

Define levels of authorization for access to specific files or systems

Set up connections to third-party platforms to improve business processes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alter the layout and content of reports

Leave comments and notes on documents for others to view

Application programming interface that allows for integration with other systems/databases

Organize and schedule projects

Assign issues and tasks based on availability or required skills

Customize data fields to support various needs and use cases

Ability to handle several projects simultaneously

Log and record hours worked and costs spent to assist in billing and invoicing

Approve or reject incoming requests for resources based on need and user permissions

Import and export data to and from software applications

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Monitor service demand and performance to plan for adequate resources that meet business needs

Notifications that are delivered to users as soon as an event occurs

Receive system updates as soon as any changes are made

Pre-designed project plans that can be customized

Store, manage, and track all electronic documents in a centralized location

Streamlining repetitive tasks and activities through automated and predefined workflows

Application programming interface that allows for integration with other systems/databases

Collect and maintain structured information that describes data or content

Active reporting of data and metrics

Leave comments and notes on documents for others to view

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

Use AI to generate content in the form of text, images, videos, etc.

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Create budgets based on historical data and future projections

Create, save, and store files

See past and upcoming campaigns and communications in a calendar view

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track the status over time for a request, process, asset, or transaction

Define levels of authorization for access to specific files or systems

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Alter the layout and content of reports

Track revisions and updates made to files and navigate between different versions

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Store and organize documents in a centralized system

Track and manage the scheduling of tasks

Create, design and manage workflows for repetitive tasks

Market event via social media tools

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and interpret campaign performance metrics

Creation and customization of dashboards

Create, manage and track all task activities and progression

Pre-designed project plans that can be customized

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Allow users to access multiple services after entering their login credentials once

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage digital assets

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Store, manage, and track all electronic documents in a centralized location

Configure existing workflows to meet your organization's needs

Plan, pay and track business related expenses.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage assets throughout their lifecycle to optimize profit