Resource Management by Smartsheet Lite
Resource Management by Smartsheet is a workforce management platform.
Features
| 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. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step Resource Management by Smartsheet setup guide to connect Resource Management by Smartsheet with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the following tables:
APPROVALASSIGNABLEASSIGNMENTCUSTOM_FIELDLEAVE_TYPEPHASEPROJECTREPORTTIME_ENTRYUSERS
We re-import the following tables and their child tables once a week to capture updates and deletes:
ASSIGNMENTPROJECTTIME_ENTRY
We re-import the following tables in every sync to capture updates and deletes:
BILL_RATEBUDGET_ITEMCUSTOM_FIELDDISCIPLINEEXPENSE_ITEM_CATEGORYHOLIDAYPLACEHOLDER_RESOURCEPROJECT_EXPENSE_ITEMROLESTATUSSTATUS_OPTIONTIME_ENTRY_CATEGORYUSER_EXPENSE_ITEMUSER_PROJECT
Schema information
This schema applies to all Resource Management by Smartsheet connections.
Limitations
We don't sync future dated records for the REPORT table.