Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise
Resource Management

Capabilities available in Smartsheet | Regions

Smartsheet | Regions offers the core functionality of Smartsheet, a variety of plans to suit your organizational needs, and many additional capabilities and integrations. 

Features, capabilities, and limitations vary by plan. For plan-specific details, visit the Smartsheet Pricing page.

 

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise
  • Resource Management

The following table shows the capabilities, features, and services currently supported in the EU. Items marked with $ are available for purchase. 

Fundamentals

Capability Notes
Sheets
A sheet is the foundation of your work in Smartsheet and where all your data lives. The way you set up your sheet determines how you can take advantage of the many Smartsheet capabilities.
YesUnlimited

Timeline view

Display date-based work on a horizontal timeline to create project roadmaps, or to plan, track, and manage tasks, work, and portfolios.

YesBusiness and Enterprise plans

Board view

Streamline your work with a visual layout that groups tasks as cards into dynamic vertical lanes. Drag and drop cards into different lanes to keep teams on the same page as work items progress.

Yes 
Grid view
Easily customize this standard sheet view with column types, conditional formatting, formulas, and hierarchy.
Yes 
Gantt view
Show tasks in a timeline view that gives visibility to cross-project dependencies, hierarchy, milestones, percentage complete, custom fields, and critical paths.
Yes 
Card view
Display tasks as movable cards, organize your work visually with card lanes and drag and drop cards into different lanes to move work through your process.
Yes 
Calendar view
Display dates contained in a sheet or report in a calendar format.
Yes 
Dashboards
Display charts, images, and key metrics that update in real-time with dashboards or centralize resources and updates in easy-to-create information hubs.
YesUnlimited
Dashboards
Dashboard formatting customization: custom colors, widgets, background, charts.
Yes 
Dashboards
Dashboard tools: cut/copy/paste, undo/redo, multi-select widgets, resize widgets, collapse canvas
Yes 
Dashboards
Dashboard scatter chart type.
Yes 
Widgets per dashboard
Widgets (image, video, metric, etc.) displayed on a dashboard.
YesUnlimited
Reports
Consolidate key information in a report to update and manage multiple sheets in one place, or organize data using specific criteria to create the view you want.
YesUnlimited
Sheets per report
The number of sheets that can populate a report.
YesUnlimited
Forms
Collect and act on error-free, consistent data with custom forms that are easy to build, include conditional logic, and are accessible on all devices.
Yes 
Form field validation
Gather consistent, error-free data.
Yes 
Forms 
Custom formatting and colors
Yes 
Basic templates
Pre-built sheets to help you quickly address business needs.
Yes 
Template Gallery
Out-of-the-box solutions to help you find inspiration, learn from best practices, and address a wide range of business needs quickly.
Yes 
Mobile app (Android & iOS)
Real-time access to Smartsheet anywhere with your mobile device. Get real-time notifications, view dashboards, capture images and barcodes, and make quick updates to sheets and reports on the go.
Yes 
Private sheets and reports
Protect your data by choosing who you share your sheets and reports with.
Yes 
Export sheet
Export any sheet or report to Microsoft Excel, Google Sheets, Microsoft Project (Gantt chart only), PDF or Image (Gantt chart only)
Yes 
Generative AI
Use natural language prompts to instruct our AI to generate formulas and text that can reference one or more rows within a sheet.
Yes 

AI Tools

Capability Notes
Generate formulas
Create powerful functions that process, calculate, or extract information from your sheet by simply describing what you want the formula to do.
YesEnterprise plans only
Text and summaries
Process sheet content or generate all-new sheet content using generative AI by describing what you want and including references to columns.
YesEnterprise plans only
Analyze data
Answer ad hoc questions and visualize your progress in seconds. Create charts and metrics on the spot to unblock work and make better decisions — just ask the analyze data tool.
YesEnterprise plans only

Formulas and functions

Capability Notes
Column types
Specific column types ensure consistent data entry. Column types include text/number, contact list, date, dropdown, multi-select dropdown checkbox, symbols, and auto-number/system.
Yes 
Cell formulas
Use formulas to calculate numeric values or automate aspects of your sheet.
Yes 
Column formulas
Quickly and easily convert cell formulas to be applied across columns within your sheet.
Yes 
Cross-sheet formulas
Perform calculations on data in one sheet that is stored in another sheet.
Yes 
Dependencies
Automatic calculation and adjustment of dates as values for Duration and Predecessors (what must happen first) change.
Yes 
Filters
Find information quickly with filters that can be named, saved, and shared.
Yes
Sharing filters is available only with Business and Enterprise plan types.
Conditional formatting
Create rules on your sheet to update the formatting of individual cells or entire rows when certain criteria are met.
Yes 
Cell history
See a log of changes made on the cell level, who made the changes, and when they were made.
Yes 
Cell linking
Roll up several sheets into a master sheet by linking cells across sheets.
Yes 
Lock or unlock rows and columns
Protect key data from changes or deletion by others who are shared to your sheet, by locking columns and rows.
Yes 
Baselines
Easily capture and compare variances between your planned and actual work schedule.
Yes 
Activity log
Track and view all of the activities and changes made to a sheet, dashboard or report.
Yes 
Document builder
Generate custom PDFs for rows in your sheet by feeding each row’s data into a fillable PDF. Quickly prepare contracts, purchase orders, and other standard documents to advance the business workflows they support.
Yes 
API calls
Programmatically access and manage your organization's Smartsheet plan and data.
YesAbility to use Microsoft PowerBI through API calls.
Custom colors and logos
Brand your Smartsheet plan and forms with custom colors and logos.
Yes 
Work Insights
Instantly analyze your historical data.
Yes 
Custom welcome and help screens
Create custom welcome and help messages for your organization.
Yes 

Sharing

Capability Notes
Viewers
Viewers can view the contents of sheets, reports, and dashboards but can't add more information or edit any information.
YesUnlimited
Editors
Editors can view and edit the contents of sheets, reports, and dashboards.
YesUnlimited
Attachments
Attach files from your hard drive or cloud storage services to a row, conversation, or sheet.
YesAttachments are limited to Google Drive, Microsoft OneDrive, Box, Dropbox, Egnyte, and Evernote
Attachment size (sheets)
The allowable size of an individual file that is uploaded to Smartsheet, per user (doesn't apply to cloud storage attachments).
YesLimits vary by plan; visit the Smartsheet pricing page for details.
Attachment size (mobile, forms, Dynamic View)
The allowable size of an individual file that is uploaded to Smartsheet via mobile, form intake or Dynamic View.
YesLimits vary by plan; visit the Smartsheet pricing page for details.
File/Attachment storage (per plan)
The total file and attachment storage on a given plan.
YesLimits vary by plan; visit the Smartsheet pricing page for details.
File/Attachment storage (per user)
The total file and attachment storage on a given sheet per user.
YesLimits vary by plan; visit the Smartsheet pricing page for details.
Conversations
Create conversations specific to a row, card, or sheet.
Yes 
Comments
Place a comment in a workspace, on a sheet, or row in a sheet to foster conversation with resources and stakeholders.
Yes 
Proofing (image and video)
Streamline your review and approval process with proofing to save time and finalize content faster. Upload images, videos, PDFs, and Microsoft Office documents; collect annotated feedback and approval decisions; and control versions with ease.
Yes 
Publish sheets, reports, and dashboards
Generate a unique URL that enables anyone to access your sheets, reports, or dashboards without logging in to Smartsheet
Yes 

Automated workflows

Capability Notes
Automation triggers
Build simple, automated solutions to save time and effort on repetitive, manual tasks. Automatically request updates, manage multi-step approval processes, edit cell values, archive rows, and more.
YesLimits vary by plan; visit the Smartsheet pricing page for details.
Alerts and notifications
Automatically send alerts about changes in your sheet and reminders about upcoming deadlines.
Yes 
Reminders
Stay informed and take action on alerts, requests, conversations, and more. View notifications in the in-app Notification Center, via email, and on mobile devices.
Yes 
Assign people action 
Easily assign team members to tasks within your sheet.
Yes 
Update requests
Use actions to trigger an automatic ask for someone to update a portion of a sheet with the latest information.
Yes 
Approval requests
Keep processes moving forward by automatically requesting an approval from one or multiple stakeholders, and recording their feedback in Smartsheet.
Yes 
Record a date
When a workflow triggers, set the current date into the chosen field.
Yes 
Move or copy row
Automatically move or copy a row to another sheet when conditions are met.
Yes 
Clear cell
When a workflow triggers, delete the contents of the chosen field.
Yes 
Send alert to Microsoft Teams
Send alerts to a channel on key dates or when changes to work items occur.
YesMicrosoft Teams Tabs integration allows you to add Smartsheet assets as Tabs Teams channel, but you can’t use Smartsheet alerts in Microsoft Teams as direct messages.

Security and enterprise control

Capability Notes

User management (Legacy Collaborator Model) / User roles and reports (User Subscription Model)
System Administrators can add, edit, and remove Smartsheet plan users, and manage sheet ownership.

If you're unsure about your model type, learn how to determine the model your plan is on.

Yes
Pro plan or higher.
Admin Center
Manage users, groups, and plan access requests, as well as see an overview of plan settings.
Yes
Business plan or higher.
Directory integration
Synchronize existing enterprise directory services with Smartsheet to provision and deprovision users, and share user metadata.
YesEnterprise plan only.
Single sign-on (SSO)
Setting that allows people to sign into Smartsheet with their corporate login credentials
YesEnterprise plan only.
SAML
Setting that allows people to log in through your organization's custom authentication service.
YesEnterprise plan only.
User merge
System Admins can handle business changes caused by mergers, acquisitions, consolidations, and divestitures by merging accounts, in bulk.
Yes 
Group management
Assigned Group Administrators can create groups of multiple users for sharing, sending, and collaborating on sheets.
YesBusiness and Enterprise plans.
Enterprise access controls
Allows System Admins on Enterprise plans to control what domains users can share to, sheet publication features, types of files users can attach, customize welcome screens for users, and automatically add users within designated email.
YesEnterprise plan only. Enterprise plan Manager (EPM) is available in US and EU regions, but you can’t use EPM to manage US and EU plans; the plans must be all US or all EU.
Custom email domains
Configure Smartsheet-generated collaboration emails to be sent from your organization’s domain.
YesEnterprise plan only.
Plan discovery
Allow people who share a domain with you to discover your plan and request to be added to it.
YesEnterprise plan only.
Domain validation
Verify your owned domains for auto provisioning use, which automatically brings people into your plan when they sign up for, or on their next login to Smartsheet using their company email address.
YesEnterprise plan only.
User account provisioning (UAP)
Automate adding users to your Smartsheet plan.
YesEnterprise plan only.
Approved domain sharing
Administrators can select the domains that users on their plans can share to, protecting sensitive information and data.
YesEnterprise plan only.
Chargeback reports
Build an internal Chargeback Report by division, department, and cost center based on data synchronized with Directory Integration.
YesCharge back reports are available only with Directory Integration for Azure AD set up. Enterprise plan only.

 
Data Retention Policies
Data Retention Controls (DRC) protect your data and data relevancy by removing outdated and unused Sheets.
$Enterprise plans with Advance Platinum.
Data Egress
Prevent confidential data from leaving your Smartsheet account with control over export options
$Enterprise plans with Advance Platinum.
Customer Managed Encryption Key (CMEK)
Monitor, grant, and revoke access to your data using your key, stored outside of Smartsheet.
$Enterprise plans only.
Event Reporting
Access detailed logs of the past six months of actions that have taken place across your organization with Event Reporting.
$Enterprise plans with Advance Platinum.
System Admin fallback
If an authentication service can't be accessed, System Admins can still log in with their Smartsheet credentials to adjust authentication options for their organization
YesEnterprise plan only.

Integrations

Capability Notes
Microsoft Office 365 (OneDrive)
Easily connect with the Microsoft Office 365 tools your teams use to make collaboration work and increase productivity.
YesOutlook integration isn't available.
Microsoft Teams
Turn conversations into action with our Microsoft Teams integration.
YesYou must have a Microsoft Teams account/license to use this feature. 
The Smartsheet EU for Microsoft Teams integration allows you to add Smartsheet assets as Tabs in a Teams channel
and to receive Smartsheet EU Notifications in a Teams channel. 
Google Workspace (Gmail, Calendar, Drive)
Seamlessly integrate with Google Docs, Gmail, and Calendar, and hassle-free single sign-on will help you and your team become instantly productive.
Yes 
E-signature with DocuSign
Streamline how your team creates and executes business-critical documents.
YesYou must have a DocuSign account/license to use this feature.
Brandfolder Panel in Smartsheet
Attach assets from Brandfolder to sheets or rows without leaving Smartsheet. 
$ 

Slack

Receive alerts and requests in a Slack channel when there are changes in Smartsheet.

Yes

You must have a Slack account/license to use this feature.

The Smartsheet EU for Slack integration allows you to receive sheet-based notifications in a public/private Slack channel. Notifications generate from workflows on a Smartsheet EU sheet.

Additional capabilities

Capability Notes
WorkApps
WorkApps is a no-code platform for building intuitive web and mobile apps to streamline your business and simplify collaboration.
YesEnterprise Plan only

Collections

Use collections to share only relevant items or parts of any workspace (sheets, reports, dashboards, forms) with your collaborators and control access granularly.

YesEnterprise plan only with the User Subscription Model
Dynamic View
Secure request management. Manage critical processes with vendors, mixed internal and external teams, or across organizations without them knowing about each other.
$ 
DataMesh
Eliminate typos, duplicative data entry, and unnecessary work by mapping data between large sheets and reports.
$ 
DataTable
Visualize and collaborate on large data sets.
$ 
Control Center
Process management at scale. Deliver consistent, visible projects and business processes at scale.
$Includes Portfolio WorkApps
Resource Management by Smartsheet
Understand and manage resource allocation to build the best team, keep project schedules and budgets on track, and confidently forecast business needs to move projects toward completion.
$ 
Calendar App
An interactive and flexible calendar view that allows you to build shareable calendars with custom details.
$ 
Pivot App
Summarize and analyze large data stored in sheets or reports and create meaningful comparisons, patterns, and trends.
$ 
Bridge
Automate business processes across systems.
$ 

Connectors

Capability Notes
JIRA Connector
The Smartsheet for Jira Connector provides visibility into IT and software development projects being tracked in Jira. Issues are automatically synchronized, whether edited in Smartsheet or Jira, ensuring that every record is current.
$ 
Salesforce / Service Cloud Connector
The Smartsheet for Salesforce Connector gives your team real-time visibility into Salesforce data through two-way data synchronization. This allows teams to automate critical processes like the hand-off from sales to services, pipeline review and forecasting, and making bulk updates.
$ 
Data Shuttle
Automate your data movement across platforms.
$ 

Services and support

Capability Notes
Help and learning
Self-service help and learning resources for Smartsheet.
Yes 
Smartsheet Community
Join the online community to share best practices.
Yes 
Customer Support Portal
A centralized location where they open support cases. Provide additional information for each case, and track support cases until they're closed.
Yes 
Standard Support Package
Online web support, Smartsheet University eLearning & 24/7 Global Phone Support.
$Varies by plan; visit the Smartsheet pricing page for details.
Professional Support Package
Online web support, Smartsheet University eLearning, Pro Desk, and 24/7 Global Phone Support.
$ 
TAM & TAM Enhanced
A named resource for support, escalations, and incident management.
$ 

Training and learning

Capability Notes
Smartsheet University eLearning
Can be purchased alone or with the Standard Support Package or The Professional Support Package.
$ 
Smartsheet University Live Pass 
A yearly subscription that provides unlimited access to our live, virtual instructor-led training program, solution building training, a catalog of self-paced learning content, and one certification exam attempt per certification type.
$ 
Customer Success Offerings
Customer Success offerings include access to a dedicated CSM and account support.
$ 

Professional services

Capability Notes
Professional Services
There are multiple service SKUs for Professional Services. They include Solution packages levels 1-7 (implementation services for core app, Smartsheet Advance capabilities, training, team onboarding, and Resource Management), consulting services, Professional Service Bundles for Advance, Consulting Workshop, PPM Workshop, PPM Core.
$ 
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