Resource Management Diagnostic

Need a way of tracking the capacity of your team? Or perhaps you’re looking to track the time spent on projects so you can be clear on what can and can’t be invoiced? The Smartsheet toolchain offers a range of approaches at various price points and complexities, from free out-of-the-box options, to a dedicated platform, Resource Management, that integrates with Smartsheet.

Resource Management Diagnostic

Diagnostic

Entry level Recommended

Workload management within Smartsheet

Use the built-in Workload Schedule view and a time-tracking sheet with a form. No additional licences required – good for teams with straightforward needs and limited budget.

+No additional cost on Business/Enterprise plans
+Flexible – build it how you want it
-View only – no reassignment in Workload Schedule
-Scalability can be a challenge

Best for teams that want visibility without additional platform spend, and whose capacity and time-tracking needs are relatively simple.

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Mid-tier Recommended

Smartsheet Resource Management

Smartsheet's turnkey RM platform integrates directly with your project sheets. Pre-populated timesheets, capacity views by role or discipline, and placeholder support.

+Powerful capacity view with placeholders
+Pre-populated timesheets reduce user burden
-Minimum full RM licence requirement
-Task-level time tracking not possible

Best for organisations that want out-of-the-box resource and time tracking, and whose ways of working align with how RM is designed to operate.

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Advanced Recommended

Native Smartsheet custom solution

A bespoke solution built within the core Smartsheet application – designed around how your organisation naturally plans resources. Handles multiple currencies, variable workloads, and complex billing structures.

+High degree of customisation
+No additional licences required
-Complex to build and modify
-Implementation cost involved

Best for organisations with specific requirements that RM cannot accommodate – highly variable workloads, hour-level scheduling, or multi-currency billing.

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