Workload tracking in Smartsheet | Smartsheet Learning Center (2024)

Use the workload heatmap and workload schedule directly in sheets to view who is available and address resource over-allocations.

Workload tracking is available to users with a Smartsheet Business or Enterprise plan. Sheet Owners and Admins can enable workload tracking. Sheet Owners, Admin, and Editors on the plan can view the workload heatmap and edit the workload schedule.

If you are seeing a login button in the RM Panel, you must activate Smartsheet Authenticaion for your Resource Management account in order to user the Workload Tracking features.

If you have a Resource Management plan and use workload tracking, your project data is visible in Resource Management to admins and other users with plan-wide access.

On sheets, you can enable workload tracking, which will calculate the availability of the resources assigned to work on the project. You can calculate availability from all the assignments on sheets where workload tracking is on. It is best practice to turn on workload tracking for all committed work so project managers can have the most accurate picture of a person's availability. An allocation % column is on each sheet. This column can specify how much of a person's time can be allotted to the project assignment.

The option to track your team's workload appears when:

• If starting from a blank sheet,you add two date type columns and a contact type column
• If starting from Gantt view, a project sheet template, or project assistant template, then immediately upon opening the sheet
• If you open an existing sheet with data that includes two date type columns and a contact type column

SelectingTry it out on the nudge opens the Resource Management Panel to begin workload tracking. Selecting Dismiss on the nudge closes it out and, it won’t appear again across all of your sheets for 3 days. Checking the box for Don't show me again and then selecting Dismiss permanently removes the nudge from all of your sheets.

A project sheet is typically a sheet with a start date, end date, duration, % complete, and predecessors column. However, Smartsheet will automatically configure the additional needed columns to make a sheet a project sheet using Resource Management in the background if you agree to configure workload tracking.

Workload heatmap

After you turn on workload tracking for your project in the Resource Management panel, the panel will show a workload heatmap that highlights over-allocation. The workload heatmap allows you to identify staffing issues. A red bar indicates when resources are over-allocated, prompting you to take action to resolve any staffing issues.

Workload heatmap colors

Workload schedule

You can expand the workload heatmap into a full screen workload schedule to see over-allocation conditions in detail. Here, you’ll see which other projects are contributing to over-allocation and can either modify project assignment to resolve the issue, or collaborate with other project owners to change assignments for their projects. You can only edit assignments on the workload schedule that pertain to the sheet you have open. You can use the expand/collapse button next to each resource name to visualize the allocation heatmap for resources.

You must save the sheet before assignment changes in the grid reflect in the workload schedule. However, when you make assignment changes on the workload schedule, the changes will automatically sync to the grid without being saved.

The workload schedule view consolidates assignments across all sheets where workload tracking is enabled and the resources assigned on your sheet also have assignments on other sheets.

Workload schedule colors

Set up the workload heatmap and workload schedule

1. Open your sheet
2. Select the Resource Management panel icon
3. Enable workload tracking on the sheet
4. Review the workload heatmap to see people assigned to work in the project plan and to ensure nobody is over-allocated.

Over-allocation indicators are more likely to show up when workload tracking is turned on for other projects resources are working on. Other project managers should turn on workload tracking for their projects. This improves the visibility into all the work resources have on their plates.

5. Expand the workload heatmap into the full screen workload schedule to see which other projects are taking up time and contributing to over-allocation.
6. Adjust project assignments on the workload schedule or in the project sheet to resolve over-allocation. Be sure to work with other project managers to adjust assignments on their projects when necessary.
7. Routinely review the workload heatmap to identify other staffing issues throughout the project’s lifecycle.

You can only track workload for users who are on your plan.

Turn off workload tracking

In the Resource Management Panel, select the ellipses menu, then selectTurn off workload tracking. The workload tracking data will be archived and no longer visible.

Archived projects are hidden from the workload schedule. If you have a Resource Management account, login to your Resource Management account to view archived projects on the Resource Management schedule.

If you decide to delete a sheet, ensure you have turned off workload tracking. Then assignments from that sheet won't appear on the workload schedule for any projects.

Switch Resource Management accounts

If you have multiple Resource Management accounts, you can switch the project to a different account if needed.

1. Select the ellipses menu. SelectTurn off workload tracking.
2. In the Resource Management Panel, selectTrack workload.
3. Select the account you want to use for the project.

Upgrade to Resource Management capabilities

Smartsheet's Resource Management capabilities provide enhanced and expanded profiles for capturing a person's skills, role, discipline, part-time availability, and more. This information enables Resource Management to surface skill-based staffing recommendations, plan around people's schedules, and more.

For more information about how to purchase Resource Management by Smartsheet, reach out to your account team orcontact support.

Resource Management automatically creates user profiles (Unmanaged Resources) when they are assigned to a project that utilizes workload tracking. Resource Management is working behind the scenes to power workload tracking. If you choose to upgrade to the Resource Management capabilities, this data will be available for you. Learn more aboutUnmanaged Resource profiles.

If you are already using Resource Management by Smartsheet, then the data from the workload tracking will automatically sync to your Resource Management instance.

Activate workload tracking during your Smartsheet free trial

If you don’t have a Smartsheet account but want to explore workload tracking, you can start aSmartsheet free trial. To activate workload tracking once the trial is started,

1. Select your profile icon, then selectUser Management.

   The User Management option is only available to the person who started the free trial.

2. SelectAdd User.
3. In the Account Setup window, fill in the account name.
4. Save your changes.
5. Now the Resource Management icon appears in the right rail. Select the icon to begin workload tracking.