Basic Project Template with Resource Management

Alex Boit's picture

Basic Project with Resource Management

Basic Project with Resource Management
 

At a glance, you'll have a view of your project with this online Gantt chart – and your team's availability. You'll quickly see who on your team is busy and who’s not, and use that information to make decisions.

Template design and key features

 

Customizable Columns

 
At Risk
Flag any at risk tasks
 
Task Name
Enter a task name in the Primary Column (used for Smartsheet automated emails)
 
Start & End Dates
Enter task start & end dates using the date picker, then drag Gantt bars to change
 
Assigned To
Pick task owners from your Smartsheet contacts
 
Allocation Percent
Set task owner's time allocation to the task — 100% by default
 
% Complete
Track project status & show progress bars on your Gantt chart
 
Duration
Calculate automatically from Start & End Dates, or enter a new value
 
Predecessors
Enter row number for preceding tasks, or drag & drop Gantt bars
 
Notes
Add status details or other brief notes about each task

Collaborative Features

 
File Attachments
Store documents & links on any row
 
Alerts & Reminders
Set alerts for due dates & sheet changes
 
Comments
Log task details, comments, & notes
 
Gantt Chart
See task dates & dependencies
 
Calendar View
View & edit tasks in a calendar
 
Row Hierarchy
Organize tasks into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on task status
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your project on the go

Using the Resource View

 

Working with the Gantt chart

 

Sharing with different access levels

 

Collaborating on the project with your team

 

Getting project updates from your team

 

Managing multiple projects

 

Connecting with your apps

 

Learning resources