Resource Management by Smartsheet Features

Based on 21 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.

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).

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.

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.

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.

Based on 19 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.

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.

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.

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.

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.

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).

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.

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.

Based on 21 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.

Based on 16 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

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.

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.

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.

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.

Based on 20 Resource Management by Smartsheet reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.

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.

As reported in 14 Resource Management by Smartsheet reviews. Create human and material resources and categorize them based on skills and other criteria.

Based on 14 Resource Management by Smartsheet reviews. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 16 Resource Management by Smartsheet reviews. Allocate resources by matching capacity and demand, by project, team, or department.

As reported in 15 Resource Management by Smartsheet reviews. Monitor the performance of each resource by project, portfolio, or resource type.

Provide demand-driven forecasts to prepare and plan for future projects. 14 reviewers of Resource Management by Smartsheet have provided feedback on this feature.

Based on 12 Resource Management by Smartsheet reviews. 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.

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.

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 .

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.

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.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

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

Anticipates needs and offers suggestions without prompting