Set up the 10,000ft Panel for Smartsheet

Who can use this capability?

Permission requirements icon People with both System Admin Smartsheet and Admin 10,000ft accounts can set up the connection between Smartsheet and 10,000ft.

For more information on Smartsheet and 10,000ft user account types, see Manage My Subscription (10,000ft) and User Types and Permissions (Smartsheet)

Plan availability icon  Customers with active Business, Enterprise, or Premier Smartsheet plans and Business 10,000ft plans are eligible to use the 10,000ft panel.

NOTE: Smartsheet Team plans are not eligible. To inquire about a new purchase or an upgrade to an existing plan, please reach out to our Sales team.

See the table below that clarifies the permissions and user types required to carry out various actions when using the 10,000ft panel.

Action

Smartsheet requirement

10,000ft requirement

Set up the account level connection

Smartsheet System Admin

10,000ft Licensed User

10,000ft Admin

Connect a sheet to a project

Smartsheet Licensed User
Sheet Owner or Admin

10,000ft Licensed User

10,000ft Project Manager or Admin

View the panel and make resource updates

Smartsheet Licensed User
Sheet Owner, Admin, or Editor

10,000ft Licensed User

10,000ft Project Manager or Admin

Be resourced on a project

Anyone managed by the Smartsheet org (matching email required)

10,000ft Licensed User or Managed Resource (matching email required)

For information on how to set up your 10,000ft account, see Set Up Your Account.

For information on how to set up your Smartsheet account, see Manage Global Account Settings.

Connect Smartsheet & 10,000ft Accounts

To set up the connection between your Smartsheet & 10,000ft accounts, any user who is a SysAdmin in Smartsheet & an Admin 10,000ft can use the following steps:

  1. Login to 10,000ft.
  2. Navigate to Settings > Account Settings.
  3. Select the Connect to Smartsheet button.
  4. Login with your Smartsheet SysAdmin credentials and Allow Access to your Smartsheet Account.

Once you’ve agreed to allow Smartsheet access to 10,000ft, your users can start using the 10,000ft panel. 

Connect to a 10,000ft Project 

Connect to a 10,000ft Project

  1. In Smartsheet, create or open a project sheet with dependencies enabled. For more information, see Enable Dependencies and Use Predecessors
    NOTE: Make sure the required columns have been added to the sheet. You’ll need: Start Date, End Date, Assigned To, and % Allocation columns
  2. Open Project Settings and ensure you’ve enabled 10,000ft Resource Management and mapped  the Assigned Resource and Allocation % columns. For more information, see Modify Project Settings.
    TIP: To easily access Project Settings, select the menu icon in the panel, then Edit Project Settings.
  3. Click on the blue balloon icon in the right rail and select Log in to 10,000ft to authorize your 10,000ft account. 
  4. Once authorized, use the panel to create a new 10,000ft project or connect to an existing one. Once you've added new project details, or selected an existing project, click Connect.

Once you’ve connected your project sheet to a 10,000ft project you’ll be ready to start assigning users. See Manage Project Resources with the 10,000ft Panel for Smartsheet for more information.

Disconnect from a 10,000ft Project

If you ever need to disconnect your sheet from a project, or want to use the same sheet to connect to a different 10,000ft project, use these steps:

  1. Click on the blue balloon icon in the right rail to open the 10,000ft panel.
  2. Select the menu icon in the upper left side of the panel.
  3. Select Disconnect 10,000ft Project.
  4. Create a new project or connect to another existing project (optional).