Smartsheet Professional Services

Resource Management by Smartsheet Guided Onboarding 

Combine the power of Smartsheet with unparalleled expertise from thousands of successful engagements. Let Smartsheet Professional Services get you started fast with a tailored solution built on our leading best-practices.


Resource Management by Smartsheet is an award winning portfolio-level planning and resource management capability that makes it easy to build the best team for the job, keep project schedules and budgets on track, and confidently forecast business needs. This Resource Management by Smartsheet guided onboarding service gets your team started fast with their Resource Management by Smartsheet capability. Our onboarding services include hands-on guidance for the configuration of Resource Management by Smartsheet into your environment, and training and enablement on the management of your Resource Management by Smartsheet solution. This package can be a great add-on service to other Smartsheet Professional Service offerings. 

The expected timeline to complete this package is within 10-15 business days.

This Onboarding Service includes:

Activity Log

Solution Enablement

  • Hands-on guidance on how to manage your Resource Management by Smartsheet account. 
  • Enablement on how to configure your Resource Management by Smartsheet account.
  • Guidance on suggested project structure and best practice. 

Engagement Activities and Timeline 

Typical Duration (10-15 business days)

Preparing for the Engagement: 

Prior to Kick off: 

  • Identify your Key Decision Maker and Solution Admin
    • Your Key Decision Maker is the individual who ultimately approves the solution design process and functionality. The Solution Admin is the person who will own the maintenance and make updates post-release. 
  • Internally align on your business goals and the objective of this engagement.
  • Gather relevant materials that outline your current process; examples could include process or requirements documents and/or templates.
  • Come prepared to discuss your timeline.  Understanding your dependencies, constraints, and preferred go-live dates will allow us to work together to formulate a plan.
  • Explore Smartsheet University, Onboarding Videos, and Smartsheet Help to strengthen your knowledge of the platform. Reach out to your Account Team for more information and access.

This datasheet was last updated on July 5th, 2023. 

Not the right level of service for your Resource Management by Smartsheet needs? Take a look at our Resource Management by Smartsheet Configuration Service.