Applies to
Smartsheet Advance Package
Control Center: Automated project provisioning
Automatic provisioning can save time when you need to create a lot of projects from the same blueprint.
Who can use this?
Plans:
- Smartsheet Advance Package
In Smartsheet Control Center, manually create projects as needed or provision them automatically when they’re approved.
To enable auto-provisioning on a blueprint:
- In Smartsheet Control Center, select Automations and then, at the top right, select New Automation.
- Select the blueprint for which you want to enable automated provisioning and select Create at the bottom right.
- The blueprint is now set up for auto-provisioning. Automation is on by default. Use the toggle to turn it off.
To auto-provision your projects
- In Smartsheet, open the intake sheet containing the projects you want to auto-provision and mark them as approved.
Tips and tricks
- You can only use automated provisioning on blueprints with intake sheets.
- You can’t edit a blueprint if automation is enabled. Toggle automation off, edit the blueprint, then toggle it back on again when you’re done.
- Select the More icon
to the left of the project name, and then select Show logs to see the status of your projects.