Applies to
- Enterprise
Capabilities
Who can use this capability
Anyone who's been invited can use a WorkApp. You must have a Smartsheet Advance plan to create and edit WorkApps
People who are shared to a WorkApp will be able to view and use the app as per the roles assigned to them by the app builder.
Portfolio WorkApps troubleshooting FAQ
Find answers to some of the most common questions you may have when using Portfolio Workapps.
Can I use Portfolio WorkApps with older programs?
No. Portfolio WorkApps only works with new portfolios. You can rebuild the program, and as a new program, it can generate Portfolio WorkApps.
I added people to the intake sheet, but they don't appear in the Project WorkApp.
New people on the intake sheet are automatically added to the Project WorkApp when new projects are created. For existing projects, you must add new people directly in the WorkApp. Adding them to the intake sheet doesn't update the WorkApp.
Why was my Project Owner replaced by the Portfolio Manager?
When you create a new project, the project owner (or project manager) on the intake sheet also owns the WorkApp. That owner must be a licensed Enterprise + or Advance plan user. If the project owner doesn't have the correct license, the Portfolio Manager becomes the default owner.
Can I use Portfolio WorkApps with multi-tier?
No. You can't create Project WorkApps from multi-tier child blueprints.
Why can't I transfer my Portfolio WorksApps to a new owner?
Likely, the person you're transferring the Portfolio WorkApp to doesn't have the correct license. They must be a licensed user on an Enterprise plan to take ownership of a Portfolio WorkApp.
I built a project, but there's no associated project WorkApp.
Run Update Reporting and add Project WorkApp.
Why isn't my project provisioning? I keep getting an error message.
The project only provisions if there are roles in the blueprint with visible pages. In the Blueprint Manager, set at least one page to Viewer or Editor for each role, update the blueprint, and try again.