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Resource Management

Resource Management

Resource Management is a resource and project portfolio planning solution that can be used to act on critical data about your team’s capacity

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Welcome to the Resource Management by Smartsheet training page. Resource Management is a resource and project portfolio planning solution that can be used to act on critical data about your team’s capacity across your organization’s entire portfolio of work. By the end of these courses, you will learn how to use the most important functions and features that will help you succeed in your role in your organization.

Resource Management: Setting Up Your Account
Resource Management: Setting Up Your Account
Set up your account, people, project, and time tracking settings in Resource Management. Completion of this course earns you 1 PDUs.
Intermediate eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu1
Resource Management: Setting Up and Managing Teams and Projects
Resource Management: Setting Up and Managing Teams and Projects
Manage Resource Management settings and capabilities to help you succeed as a project manager.
Intermediate eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu1-5
Resource Management: Time Tracking
Resource Management: Time Tracking
Record your time, add expenses, and analyze and approve your timesheet in Resource Management.
Intermediate eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu-5
Resource Management: Analytics and Reports
Resource Management: Analytics and Reports
Interpret the Resource Management Analytics page and create various types of reports designed to help you make more informed decisions. Completion of this course earns you 0.5 PDUs.
Intermediate eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu-5
Resource Management: Panel Integration
Resource Management: Panel Integration
Connect top-down resource planning in Resource Management with bottom-up project execution in Smartsheet.
Intermediate HideNext eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu-5
Resource Management: Capacity View
Resource Management: Capacity View
Gain insight to your team’s workload and capacity, enabling you to plan for the future across your organization with ease. Completion of this course earns you 0.5 PDUs.
Intermediate HideNext eLearning Active Resource Management All Self-Paced Advanced Capabilities LoggedInUser pmi_pdu-5

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