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Smartsheet Resource Report

Create a timeline that makes it easy to see when different resources are collaborating on each part of a Smartsheet project.

When managing a project, it's important to understand when work is taking place, and who is collaborating on that work. If you use Smartsheet for collaborative work management (CWM), OnePager can create a resource report that makes it easy to group and sort your timeline based on the resources working on each task.

Smartsheet resource report created in OnePager.

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OnePager is project timeline software for Smartsheet that creates color-coded resource reports. Don't have OnePager yet? You can download a free trial and try it out today.

  1. Start with a Smartsheet project. In this example, all tasks have at least one resource assigned, but some tasks have more than one resource assigned:

    Smartsheet project with multiple resources assigned.

    Notice that "Task B" is assigned to both Charles and Hannah at the same time, so they are collaborating on the same task.

  2. You can choose which tasks you want to import into your OnePager timeline using a Smartsheet checkbox column, as shown above.

  3. When you are ready to start building your resource allocation report, double-click the OnePager icon on your desktop. From the Start screen that appears, choose New.

    OnePager Bundle Start screen.

  4. On the import wizard, go to Select > Browse Smartsheet:

    Import into OnePager from Smartsheet

    If you haven't imported from Smartsheet into OnePager before, Smartsheet will ask you to confirm your credentials.

  5. Once logged into Smartsheet, select your project, and click OK:

    Select a Smartsheet project with resource information.

  6. OnePager has a template that is specially-designed to handle projects where multiple people are collaborating on the same work. You can download it here and save it to your desktop:

      Multi-Resource Allocation View for Smartsheet.tat (OnePager Template)

  1. After downloading the OnePager template, return to OnePager, and in the Starting Template section, click Change..., then BROWSE... to select the "Multi-Resource Allocation View for Smartsheet" template from your desktop.

    Change your OnePager starting template.

  2. Type in a name for your project resource report, and pick today’s date as your status date, as shown below:

    Give your Smartsheet resource report a title.

  3. Click the Next button, followed by Create New Chart, and you'll get a project timeline with a swimlane for each of the resources that are assigned:

    Smartsheet resource report created in OnePager.

  4. Notice that some Smartsheet tasks appear multiple times in the same Gantt chart. For example, "Task E" is assigned to both Eric and Gabriel, so it appears as separately-assigned work in each of their swimlanes, even though it's the same task in Smartsheet:

    OnePager can display multiple copies of the same Smartsheet task for each resource assigned.

That's it! See how easy it is to create your Smartsheet resource report by downloading a free trial:

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