Smartsheet Resource Management Concepts | Echolocity

Molly Yanus, the founder and solution architect at Echolocity, introduces resource management and capacity planning in Smartsheet. She explains the different resource management options available in Smartsheet, including the extra Resource Management module, the legacy resource view, and built-in project management tools.

00:00 Introduction to Resource Management in Smartsheet
00:20 Overview of Smartsheet’s Resource Management Options
00:58 Setting Up a New Project Plan in Smartsheet
02:26 Adding a Duration Column to Improve Planning
03:50 Configuring Dependencies & Gantt View for Resource Management
05:07 Understanding Smartsheet’s Built-in Resource Allocation Features
06:51 Adding & Using Predecessors for Task Dependencies
08:37 Difference Between Effort (Work Hours) vs. Duration (Time Span)
11:37 Setting Up Percentage Allocation for Resource Tracking
14:21 Calculating Percentage Allocation from Work Hours
16:07 Demonstration of Project Resource View in Smartsheet
19:36 Using Legacy Resource Views for Capacity Planning
22:07 Adding Users & Troubleshooting Visibility in Resource View
24:21 Key Takeaways: Customizing Resource Tracking for Your Needs
27:23 Next Steps: Advanced Reporting for Weekly & Monthly Planning
28:40 Conclusion & How to Get Help with Smartsheet

➡️About Echo Consulting DBA Echolocity
We are a certified women owned small business implementing project management and work automation solutions for growing teams. From dashboard building, workflow automation and process improvement, and even an extra set of hands for support or project managing a critical transformation efforts, our expert consultants partner and guide teams towards a more transparent and accountable way of working.

➡️Resources for You:
Our Website - https://echolocity.com/
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