Phase integration between Smartsheet and Resource Management now generally available!

Adam Lang

Hi Community, 

We’re thrilled to announce a new feature that integrates project phases between Smartsheet and Resource Management, creating a more unified and seamless experience. With this update, you can now set up a phase column in Smartsheet and sync phases like Initiation, Planning, and Execution directly to Resource Management. This enhancement boosts efficiency and empowers better decision-making by enabling detailed analysis of time, budget, and resource utilization at the phase level.

You can set up a phase column by clicking on the Resource Management icon in the right-side navigation of a sheet. If it’s a new sheet, scroll down to optional column, and under Phase click add new column. If it’s an existing sheet that is already connected to Resource Management, click the menu icon (three dots), then scroll down to optional column and under Phase, click add new column.

Eligibility:

This feature is available to customers on Smartsheet Business or Enterprise plans with Resource Management added on and using Smartsheet Authentication (Sign in with Smartsheet). Available in Commercial EU and Commercial US environments.

You can learn more in this help article.

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