SMART has a completely self-service interface for managing which resource any given device is assigned to. To get the best results out of SMART, it is important to use all your devices and ensure that all resources on site are covered.

Assigned Resources #

The Assigned tab shows all currently assigned resources for the project.

If a device has been removed from a resource and is no longer in use, it should be unassigned. Click on the ⋮ button in the Action column, and then select ‘Unassign Device’.

Free Devices #

The Free tab shows all SMART devices that are not currently in use. These can be assigned to a resource at any time.

Assigning a Device #

Click on the ⋮ button in the Action column, and then select ‘Assign Device to Resource’.

Assign in Bulk #

If you need to assign a large number of devices at once, it might be easier to use the bulk assignment function. Click on the ‘+ Assign in Bulk’ button, and then download the template spreadsheet. Fill in the resource details, save the file, and reupload the file.

Roles #

A role represents a type of equipment or job function on site.

Creating a new Role #

To add a new role to the project, click the ‘+ Create Role’ button in the top right of the table.

Editing a Role #

You can change the name, icon, or costs associated with a role at any time.

Importing from Schedule #

If you have uploaded a schedule to SMART, you can import P6 resources as SMART roles to quickstart your project management.

Entities #

Entities represent organisational groups within a project. These enable you to distinguish between teams or subcontractors within a project.

Creating a new Entity #

To add a new entity to the project, click the ‘+ Create Entity’ button in the top right of the table.