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 have Project Lead access to Smartsheet Control Center to make global updates. For information about Lead access, see the Access Smartsheet Control Center.

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

Control Center Global Updates: Update Reporting

Use Global Updates to add profile data fields to project sheets already provisioned and re-link the profile data in your summary sheets.

PLANS

  • Smartsheet Advance Package

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

Permissions

You must have Project Lead access to Smartsheet Control Center to make global updates. For information about Lead access, see the Access Smartsheet Control Center.

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

  1. Go to Control Center > Manage Program > Global Updates.
  2. Select New Update in the top right of the screen.
  3. Select Add Profile Data and click Next.
  4. Name your update, select the Blueprint associated with the impacted summary sheet and click Next.
  5. Under the Profile Data Options section, mark only the checkbox Add profile data to summary sheet if missing. With this setting, you will sync data to the summary sheet.
  6. Enter the name of the profile data you want to add in Field, and leave Value blank. Profile data fields are identified by navigating to your summary sheet and looking at the column names. Those column names should match the profile data names as long as the field is being linked in from one of your provisioned project sheets. NOTE: If you add a value in Field that doesn't match the name of an existing profile data, a new profile data field is added to your sheets and reporting.
  7. In Templates, select a sheet that already has the profile data you selected. You can find the profile data on the sheet in an indented row, under the Summary row.
  8. Click Create & Run.
  9. Select a sheet to test on. This test won't impact production sheets.
  10. Click Apply Test.
  11. Click Open Test sheet and verify the profile data is correct. No new rows should be added to your sheet if you selected existing profile data. 
  12. Close the sheet and go back to the Global Updates screen.
  13. If the test results are as expected, click Confirm.
  14. Click Apply Update.
  15. Select each project in which you want to run this update and click Apply.
  16. When the Global Update finishes running, all selected projects should show a green success message.

 

When the Global Update is complete, the new profile data fields appear in the project sheets and templates in the summary hierarchy of those sheets.

The Global Updates screen gives you a list of targeted projects with the successful runs showing a green checkmark. If you see any projects with an error when running, you can run these a second time.

 

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