Resource Management by Smartsheet Features
Tasks (6)
Creation & Assignment
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Drag & Drop
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (9)
Planning
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 17 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Based on 21 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource.
Templates
Based on 18 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Time & Expense
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 16 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Based on 19 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 19 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Based on 15 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 19 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Planning (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 14 Resource Management by Smartsheet reviews.
Capacity
Based on 14 Resource Management by Smartsheet reviews. 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. This feature was mentioned in 15 Resource Management by Smartsheet reviews.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 15 Resource Management by Smartsheet reviews.
Forecasting
Based on 14 Resource Management by Smartsheet reviews. Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 12 Resource Management by Smartsheet reviews.
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.
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.
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.
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.
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 .
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.
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.
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.
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.
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
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
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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