Applies to
Capabilities
Who can use this capability
- Owner
- Admin
- Resource Management Portfolio Editor
- Resourcing Admin
Delete or disconnect a sheet from a Resource Management project
There is a best practice to ensure the seamless disconnection of a sheet from a Resource Management project.
Who can use this?
Plans:
- Resource Management
- Smartsheet
Permissions:
- Owner
- Admin
- Resource Management Portfolio Editor
- Resourcing Admin
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
This article is only applicable to users who access Resource Management with email/password or Resource Management SSO.
Delete a sheet
When you delete a sheet in Smartsheet that is connected to a Resource Management project, then the project in Resource Management is either deleted or archived.
- If there are no associated time entries, then the project is deleted.
- If there are associated time entries, then the project is archived.
If you delete the project in Resource Management, no changes happen in the sheet.
Disconnect a sheet
If you need to disconnect your sheet from a project, or want to use the same sheet to connect to a different Resource Management project, use these steps:
- Select the balloon icon in the right rail to open the Resource Management panel.
- Choose the menu icon ⋮ in the upper left side of the panel.
- Select Disconnect Resource Management Project.
- Create a new project or connect to another existing project (optional).
If you are planning to delete the sheet, it is best practice to disconnect the sheet from the Resource Management project before you delete the sheet. If you do not disconnect the project first, then you will have to recover the sheet in order to disconnect it.