Applies to

Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Control Center: Automated project provisioning

Automatic provisioning can save time when you need to create a lot of projects from the same blueprint. 

PLANS

  • Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

In Smartsheet Control Center, manually create projects as needed or provision them automatically when they’re approved. 

To enable auto-provisioning on a blueprint: 

  1. In Smartsheet Control Center, select Automations and then, at the top right, select New Automation.
  2. Select the blueprint for which you want to enable automated provisioning and select Create at the bottom right. 
  3. 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 More icon in column header to the left of the project name, and then select Show logs to see the status of your projects. 

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