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Resource Management by Smartsheet Lite Private Previewlink
Resource Management by Smartsheet is a workforce management platform.
Featureslink
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | ASSIGNABLE , ASSIGNMENT , BILL_RATE , BUDGET_ITEM , CUSTOM_FIELD , DISCIPLINE , EXPENSE_ITEM_CATEGORY , HOLIDAY , LEAVE_TYPE , PHASE , PLACEHOLDER_RESOURCE , PROJECT_EXPENSE_ITEM , PROJECT , ROLE , STATUS , STATUS_OPTION , TIME_ENTRY_CATEGORY , TIME_ENTRY , USERS , USER_EXPENSE_ITEM , and USER_PROJECT tables. |
Custom data | ||
Data blocking | check | Column level |
Column hashing | check | |
Re-sync | check | Connector level |
History | ||
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking |
Setup guidelink
Follow our step-by-step Resource Management by Smartsheet setup guide to connect Resource Management by Smartsheet with your destination using Fivetran connectors.
Sync overviewlink
To capture new records, we incrementally sync the following tables:
APPROVAL
ASSIGNABLE
ASSIGNMENT
CUSTOM_FIELD
LEAVE_TYPE
PHASE
PROJECT
REPORT
TIME_ENTRY
USERS
We also re-import the ASSIGNMENT
and TIME_ENTRY
tables once a week to capture updates and deletes.
We re-import the following tables to capture updates and deletes:
BILL_RATE
BUDGET_ITEM
CUSTOM_FIELD
DISCIPLINE
EXPENSE_ITEM_CATEGORY
HOLIDAY
PLACEHOLDER_RESOURCE
PROJECT_EXPENSE_ITEM
ROLE
STATUS
STATUS_OPTION
TIME_ENTRY_CATEGORY
USER_EXPENSE_ITEM
USER_PROJECT
Schema informationlink
This schema applies to all Resource Management by Smartsheet connectors.
To zoom, open the ERD in a new window.Limitationslink
We don't sync future dated records for the REPORT
table.