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/ Meet with Us - https://www.echolocity.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup