How do you allow unlicensed users access to Resource View in Legacy Resource Management?

Nathan Breeden

Hello,

We recently starting trying out Legacy Resource Management as a way to monitor employee capacities and better allocate resources. Resource View is amazing for a team-level view of capacities, but I'm running into a wall with giving others access to Resource View.

Are there any workarounds so that free collaborators (i.e., unlicensed users) can access Resource View? I would try to make a report that pulls and compiles the same data, but I do not know what behind-the-scenes magic Smartsheet does to generate Resource View. Ultimately, we're trying to avoid buying licenses for employees that don't need a full license. What options do I have?

Thank you!

Genevieve P.

Hi @Nathan Breeden

You are correct that in Legacy Resource Management, only Licensed Resource Viewers (set up in Account > User Management) can see how people are allocated across projects. (See the section that says "Set up people on your account as resources" in this Help Article for more information: Legacy Resource Management and allocation)

I would not recommend using Legacy Resource Management as a solution; this is not available to new Smartsheet users and is not being updated or maintained by Smartsheet. If you're looking to allocate resources, Resource Management by Smartsheet is a much more robust solution:

https://help.smartsheet.com/learning-track/smartsheet-advance-webinars/intro-resource-management-smartsheet

Cheers,

Genevieve