Smartsheet Control Center overview

Use this overview to start creating blueprints and establishing a project intake process.

Who can use this?

Plans:

  • Business
  • Enterprise
  • Smartsheet Advance Package

Permissions:

You must be a paid user to access Smartsheet Control Center.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

The following table shows you how to navigate Smartsheet Control Center.

If you want to do this

Follow these steps

Create a blueprint source folder

  • Select the + icon on the left navigation bar.

  • Select Workspace.

  • Name this source folder as the business you want to track.
  • Include all the sheets, reports, and dashboards you want to use as templates for future projects.
Create an intake sheet
  • Select the workspace or blueprint source folder for the intake sheet to live in.
  • Select +Add > Sheet > Grid
  • Name and customize your sheet as needed.
Set up profile data
  • In the first row of the sheet, and in the Primary column, include the word Summary.
  • Add each profile data element under an indented row right below Summary.
Create a new program
  • Log in to Control Center.
  • Use the three-line menu icon in the upper left corner to access the left panel.
  • Select New Program.
Switch between programs
  • Access the left panel using the three-line menu icon in the upper left corner.
  • Select the name of the program you want.
     
Identify the program and get information
  • The program name appears at the top of the page, right below the title Control Center.
  • Select the i for more information about the program.
Create a blueprint
  • Create your blueprint source folder.
  • Open Control Center.
  • Select a program or create a new one.
  • Select Manage Program > + New Blueprint.
  • Use the blueprint wizard to configure the blueprint.
Create a new project
  • Select the program where you’re adding a new project.
  • Select Create project.
  • Follow the steps in the wizard.
Log out of Control Center
  • Select Account in the upper-right corner of the window.
  • Select Sign out.