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1 Template Set Getting Started Guide Staff Plan Management © smartsheet.com
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Page 1: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

1

Template Set Getting Started Guide

Staff PlanManagement

©

smartsheet.com

Page 2: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

Staff Plan Management Template Set

2

Staff Plan Management Template Set Getting Started Guide

REQUIREMENTS: Business and Enterprise Plan

REQUIREMENTS:

PTO & Project Staffing Sheet

Master Resource Rollup Sheet

https://smrt.fyi/Get-Set-Staff-Plan
http://bit.ly/Identify-your-plan
https://help.smartsheet.com/articles/2321743-discontinued-smartsheet-plans
Page 3: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

3

Staff Plan Management Template Set Getting Started Guide

Create a New Workspace

Drag the Files into Workspace

Learn more:

Learn more:

https://help.smartsheet.com/articles/2026039-workspaces-overview
https://help.smartsheet.com/articles/522067-workspace-sharing
https://help.smartsheet.com/articles/522237-find-create-manage-sheets-and-other-items-from-the-home-tab?_ga=2.33628705.1463048055.1520553664-197214242.1520553664
https://help.smartsheet.com/articles/506690-managing-items-in-a-workspace-add-move-remove-
https://help.smartsheet.com/articles/2026039-workspaces-overview
Page 4: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

Learn more:

, ,

4

Staff Plan Management Template Set Getting Started Guide

PTO & Project Staffing Sheet

A

BD

C

E

https://help.smartsheet.com/articles/796143-managing-contacts
https://help.smartsheet.com/articles/504619-column-types
https://help.smartsheet.com/learning-track/get-started/formula-basics
Page 5: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

5

Staff Plan Management Template Set Getting Started Guide

Learn more:

PTO & Project Staffing Sheet

.

.

FG

I

H

https://help.smartsheet.com/learning-track/get-started/conditional-formatting
https://help.smartsheet.com/articles/516359-conditional-formatting
https://help.smartsheet.com/articles/796143-managing-contacts#addindividually
Page 6: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

6

Staff Plan Management Template Set Getting Started Guide

Learn more:

Master Resource Rollup Sheet

.

AB

C

D

https://help.smartsheet.com/articles/504619-column-types
https://help.smartsheet.com/learning-track/get-started/conditional-formatting
https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets
Page 7: Staff Plan Management › sites › default › files › 2019-08...Cards Browse Templates Import Microsoft Excel... Import Microsoft Project... Import from Google Sheets... Import

7

Staff Plan Management Template Set Getting Started Guide

Share Your Staff Plan Management Template Set

Learn more:

FEEDBACK:

https://help.smartsheet.com/articles/522067-workspace-sharing
https://help.smartsheet.com/articles/2476646-infographic-user-types-sharing-permissions-decoded
https://smrt.fyi/Feedback-Staff-Plan

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