Resource Management by Smartsheet

Resource Management by Smartsheet (formerly 10,000ft) is a resource and capacity planning platform. Its REST API exposes people, projects, assignments, placeholder resources, time off, and billing data, letting teams read and manage how work is scheduled across the organization.

Power end-to-end data operations for your Resource Management by Smartsheet API with Nexla. Our bi-directional Resource Management by Smartsheet connector is purpose-built for Resource Management by Smartsheet, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Resource Management by Smartsheet or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Resource Management by Smartsheet workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating a Resource Management by Smartsheet credential, you need an API token from your Resource Management organization. The token authenticates every API request and is sent in the auth request header. Generating and accessing the token requires the Resourcing Administrator role.

To obtain your API token, follow these steps:

1. Sign in to Resource Management by Smartsheet with an account that has the Resourcing Administrator role.

2. Click the kebab icon (three vertical dots) in the top-right corner of the application, then select Settings (in the Smartsheet-integrated experience, this appears as Account Settings).

3. In the settings panel, select the Developer API tab on the left.

4. Copy the token from the token field near the bottom of the panel. An organization can maintain up to 20 tokens; the first token generated is designated as the "primary" token.

5. Store the token securely, as you will need it to configure your Nexla credential. Treat it as sensitive information — anyone with the token can access your Resource Management data.

The API token is sent in the auth header for all requests to https://api.rm.smartsheet.com. For more detail, see the Resource Management API documentation and the API Tokens reference.

Authenticate

Credentials required

Field	Required	Secret	Description
API Token	Yes	Yes	Resource Management by Smartsheet API token, sent in the 'auth' request header. Create one in your account under API Tokens.

Create a credential in Nexla

1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter your Resource Management API token in the API Token field. This is the token you obtained in Prerequisites, and it is sent in the auth header for all API requests.

   If your API token is compromised, revoke it in the Developer API settings of your Resource Management organization and generate a new one. The token grants access to your organization's people, project, and billing data and should be kept confidential.

4. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Resource Management by Smartsheet connector tile, then select the credential that will be used to connect, and click Next; or, create a new Resource Management by Smartsheet credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Resource Management endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

[Rest API] List Users

List the accessible account users (people).

• Returns the people in your Resource Management organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] Get User

Get details of a single user (person).

• Provide the User ID of the person to retrieve. This template fetches a single record.

[Rest API] List User Assignments

List a user's work assignments.

• Provide the User ID whose assignments you want to retrieve. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Projects

List accessible projects.

• Returns the projects visible to your token. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] Get Project

Get details of a single project.

• Provide the Project ID of the project to retrieve. This template fetches a single record.

[Rest API] List Project Assignments

List assignments on a project.

• Provide the Project ID whose assignments you want to retrieve. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Assignments

List all assignments across the organization.

• Returns every assignment your token can access. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] Get Assignment

Get details of a single assignment.

• Provide the Assignment ID of the assignment to retrieve. This template fetches a single record.

[Rest API] List Placeholder Resources

List placeholder (unnamed) resource allocations used for capacity forecasting.

• Returns placeholder resources used to model future capacity. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] Get Placeholder Resource

Get details of a single placeholder resource.

• Provide the Placeholder Resource ID to retrieve. This template fetches a single record.

[Rest API] List Leave Types

List available time-off / leave categories.

• Returns the leave categories configured for your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Holidays

List the organization holiday calendar (time off).

• Returns the holidays defined for your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Roles

List organizational roles.

• Returns the roles defined for your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Disciplines

List organizational disciplines (skill classifications).

• Returns the disciplines used to classify skills across your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Bill Rates

List billing rate configurations.

• Returns the bill rate configurations for your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Custom Fields

List user-defined custom metadata fields.

• Returns the custom fields defined for your organization. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Approvals

List timesheet/expense approval records.

• Returns approval records for timesheets and expenses. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Status Options

List configured project/assignment status options.

• Returns the status options configured for projects and assignments. Results are paginated, and Nexla automatically iterates through all pages.

[Rest API] List Time Entries

List logged time entries across the organization.

• Returns time entries logged across your organization. Results are paginated, and Nexla automatically iterates through all pages.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

Resource Management by Smartsheet data sources can also be manually configured to ingest data from any valid Resource Management API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Resource Management by Smartsheet data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.

Use as a destination

Click the + icon on the Nexset that will be sent to the Resource Management by Smartsheet destination, and select the Send to Destination option from the menu. Select the Resource Management by Smartsheet connector from the list of available destination connectors, then select the credential that will be used to connect, and click Next; or, create a new Resource Management by Smartsheet credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Resource Management endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.

[Rest API] Create User

Create a new user (person).

• Each record from your Nexset is sent as a JSON request body to create a new person. The record fields must match the format expected by the Resource Management API.

[Rest API] Update User

Update an existing user (person).

• Provide the User ID of the person to update. Each record from your Nexset is sent as a JSON request body containing the fields to change.

[Rest API] Create Project

Create a new project.

• Each record from your Nexset is sent as a JSON request body to create a new project. The record fields must match the format expected by the Resource Management API.

[Rest API] Update Project

Update an existing project.

• Provide the Project ID of the project to update. Each record from your Nexset is sent as a JSON request body containing the fields to change.

[Rest API] Create Assignment

Create a new assignment (schedule a person or placeholder to work).

• Each record from your Nexset is sent as a JSON request body to create a new assignment. The record fields must match the format expected by the Resource Management API.

[Rest API] Update Assignment

Update an existing assignment.

• Provide the Assignment ID of the assignment to update. Each record from your Nexset is sent as a JSON request body containing the fields to change.

[Rest API] Create Placeholder Resource

Create a placeholder resource for capacity forecasting.

• Each record from your Nexset is sent as a JSON request body to create a new placeholder resource. The record fields must match the format expected by the Resource Management API.

[Rest API] Create Bill Rate

Create a new billing rate configuration.

• Each record from your Nexset is sent as a JSON request body to create a new bill rate. The record fields must match the format expected by the Resource Management API.

Manual configuration

Resource Management by Smartsheet destinations can also be manually configured to send data to any valid Resource Management API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.

Resource Management APIs expect JSON format for create and update operations. For update operations, include the ID of the object to be updated at the end of the endpoint URL.

Save & activate

Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured Resource Management endpoint, open the destination resource menu, and select Activate.

The Nexset data will not be sent to the Resource Management endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.