Applies to

Smartsheet Advance Package

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

Capabilities

Who can use this capability

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

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

Configure Smartsheet Control Center for Multi-tier

Who can use this?

Plans:

  • 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.

You must be a Primary Lead in Control Center and contact your account team to configure Multi-tier. Be sure to have your Program Name, Config ID, and Primary Lead's email handy to submit the request.

Create blueprint source folders for each tier

  1. Select or create a workspace for your portfolio and then create a folder for it. 
  2. Create the following sheets in the portfolio folder:

  3. In the same workspace, create a folder for the Project.

    Don't create the project folder inside the portfolio folder. The two folders shouldn't be nested in each other. 

Learn more about blueprint source folders.

Create the blueprints

  1. Log in to Control Center to create a new parent blueprint. 
  2. On the Blueprint Basics screen, select Standalone/Top tier. If there are more than two blueprints, select the blueprint that works best as a parent. 
  3. For Project Storage, select New workspace for each project. 
  4. Complete the blueprint builder and then select Save. 

Create or edit the child blueprint

If you have already created the child blueprint, you can associate it with a parent blueprint to create a multi-tier portfolio. 

  1. On the Blueprint Basics screen, select Linked to a parent project. 

    For Project Storage, select Parent Project Workspace. 

  2. On the Intake Settings screen, under Parent Project Selection column, select the column to retrieve the parent project automatically. Select this column if you plan to create Child Projects automatically via Control Center Automation. 

    For manually created projects, you can select the parent when you create the project. 

  3. On the Blueprint Summary screen, select Parent Summary Sheet. This sheet contains summary information from child projects. 

    Use Select a Program Summary Sheet to ensure the blueprint provides outbound links for all projects to the specified sheet regardless of the setup or if you have multiple summary sheets.

  4. Complete the blueprint builder and save your changes. 

 

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