Migrate from Resource Management by Smartsheet to monday Work Management

Smartsheet Sheets map to Monday.com Boards. The Sheet name becomes the Board name. Smartsheet's grid columns map to Monday.com column types: Text columns, Number columns, Date columns, Status columns, and Dropdown columns translate directly. We preserve the column type metadata and column order during migration. The Sheet's summary sheet settings (if any) do not have a direct Monday.com equivalent and are documented for manual configuration.

Smartsheet Rows map to Monday.com Items. Row name becomes Item name. Status columns in Smartsheet (with text values like Not Started, In Progress, Complete) map to Monday.com Status columns with label-matched options. Row-level dependencies (predecessor-successor) map to Monday.com's Dependency column type, which supports predecessor links and Lag Time. Row discussion/comments map to Monday.com Updates attached to the item.

Resource Management People records (name, email, role, availability percentage) map to Monday.com Team Members. We import People via the Resource Management API and create Monday.com users by email. Role and department information from Resource Management maps to Monday.com user profile fields. Allocation percentages are preserved separately (see Assignments mapping) rather than in the user profile.

Resource Management Assignments link a Person to a task with allocation mode (percent, hours_per_day, fixed) and allocation value. We map this as a two-column structure in Monday.com: an Assignee column holding the Monday.com user reference, and a Number column (labeled with the allocation mode) holding the value. Teams using percentage allocation map to a Numbers column showing the percentage; teams using hours map to hours. The customer's admin chooses the column label during scoping.

Smartsheet Phases are hierarchical groupings of rows within a Sheet. Monday.com Groups serve the same function within a Board: they divide Items into named sections. We map Phase names to Group names, preserving the ordering of phases as they appear in the Smartsheet Sheet. If a Phase contains sub-phases, we flatten them into a single Group with a naming convention that preserves the hierarchy (e.g., Phase Name / Sub-phase Name).

Resource Management Portfolios aggregate multiple projects with aggregated capacity and timeline data. Monday.com organizes work in Workspaces that contain multiple Boards. We map each Smartsheet Portfolio to a Monday.com Workspace, and the projects within the Portfolio become Boards inside that Workspace. Portfolio-level summary metrics (total capacity, total hours allocated) are not native to Monday.com Workspaces; we document these as candidates for a Monday.com Dashboard board that aggregates across the Workspace's Boards.

Smartsheet custom columns (Contact List, Dropdown, Symbol, Text, Number, Date, Duration, Formula) map to equivalent Monday.com column types. Contact List columns map to People columns. Symbol columns (Red/Yellow/Green status icons) map to Status columns with emoji labels. Formula columns in Smartsheet (computed values) cannot migrate as formulas to Monday.com; we export the computed value at migration time as a static Number or Text column. The customer can rebuild formulas using Monday.com's existing formula column functionality post-migration.

Smartsheet predecessor-successor dependencies at the row level map directly to Monday.com's Dependency column. Both platforms use a predecessor-link model (Task A must complete before Task B starts) with optional lag time. We export the Smartsheet predecessor column and map each predecessor reference to the corresponding Monday.com Item ID in the Dependency column. Lag time values carry over as-is.

Resource Management time entries (hours logged against a task with date and user) map to Monday.com Time Tracking columns on Pro plans. We export time entries via the Resource Management Reports CSV during discovery (before the one-week lock window closes) and map each entry as a time-tracked record linked to the assigned user and item. Note: Monday.com Time Tracking does not support separate time entries per user on a single item without WorkOS API usage; for multi-user allocation tracking, the Assignment column + Number column approach (entry 4) is preferred for visibility.

Smartsheet Reports aggregate data from multiple Sheets and support CSV export. We export report data as-is when the destination uses a flat data model. Where reports contain computed or filtered views, we migrate the source Sheet data and recommend rebuilding the filtered view as a new Board with Grouping and Filter features in Monday.com. Dashboard-level aggregations (rollup metrics across projects) recommend a Monday.com Dashboard board using the Widgets feature.

Smartsheet Row Discussions and Comments map to Monday.com Item Updates. We export the comment body, author, and timestamp. Author email resolves to the corresponding Monday.com user if an account exists; otherwise the comment is attributed to the migration service account with author name preserved in the comment body. Thread structure is preserved with updates sequenced by timestamp.

Smartsheet Attachments on Rows are excluded from the API export. We flag this in the scoping document and direct customers to use Smartsheet's Backup tool to download attachments before migration. We preserve the sheet structure including attachment cell placeholders (showing the filename) and note in the migration summary that binary files must be manually reattached on the destination. Monday.com file attachments upload to Items via the API; the customer handles re-upload of binary assets post-migration.