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Smartsheet Solutions · AI accelerator

Resource Allocator

Capacity planning and skills-based allocation in Smartsheet.

+8–12 pts
Utilisation lift
1 week → 1 day
Allocation cycle
−70%
Over-allocation
4–6 months
Payback period
Ra
Resource Allocator
SS · No. 104 of 117
What it does

Resource Allocator in production

  • Maintains a skills matrix with proficiency levels
  • Matches open demand to available, qualified staff
  • Forecasts capacity by team, role and quarter
  • Flags over-allocation and bench time weekly
  • Imports leave and availability from the HRIS
  • Models what-if scenarios before committing assignments

45-second film: the Resource Allocator tile, an animated mockup and the KPI impact.

How it ships

Live in 6–9 weeks, inside your perimeter

Deployment options
On-premise (air-gapped)Private cloudManaged cloudHybrid
Integrates with
Resource Management by SmartsheetWorkdaySAP SuccessFactorsBambooHRJiraMicrosoft Outlook
Technology stack
Smartsheet APIBridge by SmartsheetGoogle OR-ToolsPython
Compliance & security
GDPRDPDPSOC 2 Type IIISO 27001HIPAA-eligible

See Resource Allocator running inside your environment

A 20-minute technical walkthrough, no slides. Ships in 6–9 weeks.

Book a walkthrough →Browse the library →