Capabilities in Smartsheet | Gov
Smartsheet | Gov offers the core functionality of Smartsheet Enterprise and many additional capabilities and integrations. The table below lists key features and functionality available in Smartsheet Gov.
To keep up to date with our Gov roadmap or if you have questions about a specific feature or integration, contact your account team. You can also subscribe to product release news for the latest Smartsheet Gov updates.
Items marked with $ are available for purchase. Visit the Carahsoft Smartsheet page to learn more and request a quote.
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. |
Yes | Unlimited |
| 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 a 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. |
Yes | Unlimited |
| Widgets per dashboard The number of widgets (image, video, metric, etc.) displayed on a dashboard |
Yes | Unlimited |
| Reports Consolidate key information in a report so multiple sheets can be updated and managed in one place, or organize data using specific criteria to create the view you want. |
Yes | Unlimited |
| Sheets per report The number of sheets that can populate a report |
Yes | Unlimited |
| 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 | |
| Basic templates Pre-built sheets to help you to address business needs quickly. |
Yes | |
| Templates and template sets 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) Get real-time access to Smartsheet anywhere with your mobile device or tablet. 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 to your sheets and reports. |
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 |
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 | Unlimited |
| 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 (how long something will take to finish) and Predecessors (what must happen first) change. |
Yes | |
| Filters Find information quickly with filters that can be named, saved, and shared. (The ability to share filters is available only with Business and Enterprise plan types.) |
Yes | |
| Conditional formatting Create rules on your sheet, whereby the formatting of individual cells or entire rows will update 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 If you want to protect key data from being changed or deleted by others who are shared to your sheet, you can lock columns and rows to prevent them from being edited. |
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 Licensed Smartsheet users can programmatically access and manage their organization's Smartsheet account and data |
Yes | |
| Custom colors and logos Brand your Smartsheet account and forms with custom colors and logos. |
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 cannot add more information or edit any information. |
Yes | Unlimited |
| Editors Editors can view and edit the contents of sheets, reports, and dashboards. |
Yes | Unlimited |
| Attachments Attach files from your hard drive or cloud storage services to a row, conversation, or sheet. |
Yes | |
| Supported cloud storage attachment types Attach files from various cloud storage services with ease. |
Yes | Limited to Google Drive, Microsoft OneDrive and Box. |
| Attachment size (sheets) The allowable size of an individual file that is uploaded to Smartsheet. |
Yes | 250 MB per Licensed User, does not apply for cloud storage attachments |
|
Attachment size (mobile, forms, Dynamic View) |
Yes | 30 MB |
| File/Attachment storage (per plan) The total file and attachment storage on a given plan. |
Yes | Unlimited |
| File/Attachment storage (per user) The total file and attachment storage on a given sheet per user. |
Yes | 125Gb |
| 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. |
Yes | Unlimited |
| 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 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 Set the current date into the chosen field when a workflow is triggered. |
Yes | |
| Move or copy row Automatically move or copy a row to another sheet when conditions are met |
Yes | |
| Clear cell Delete the contents of the chosen field when a workflow is triggered. |
Yes |
Security and enterprise control
| Capability | Notes | |
|---|---|---|
| User management System Administrators can add, edit, and remove Smartsheet account users, and manage sheet ownership. |
Yes | Unlimited |
| Account administration Manage users, groups, and license requests, as well as to see an overview of account settings. |
Yes | |
| Single sign-on (SSO) Convenient setting that allows employees to securely sign into Smartsheet with their corporate login credentials |
Yes | |
| SAML With SAML, people can log in through your organization's custom authentication service. |
Yes | |
| Group management Assigned Group Administrators can create groups of multiple users for sharing, sending, and collaborating on sheets. |
Yes | |
| 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 Licensed Users within designated email d |
Yes | |
| Domain validation Verify domains that you own for use in auto provisioning, which automatically brings people into your account when they sign up for, or on their next login to Smartsheet using their company email address. |
Yes | |
| User account provisioning (UAP) Automate adding users to your Smartsheet account. |
Yes | |
| Approved domain sharing Administrators can select the domains that users on their plans can share to, protecting sensitive information and data. |
Yes | |
| Backup / recurring backup Enables workspace owners to schedule a routine backup copy of their workspace data via zip file. |
Yes | |
| 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 |
Yes |
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. |
Yes | Only connects to OneDrive, Outlook integration is not available. |
| Google Workspace (Gmail, Chat, 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 | Gmail, Google Docs, Google Drive, Google Sheets. No Google Hangouts. |
Additional capabilities
| Capability | Notes | |
|---|---|---|
| Control Center Process management at scale. Deliver consistent, visible projects and business processes at scale. |
$ |
Connectors
| Capability | Notes | |
|---|---|---|
| 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 | View/read-only |
| Standard Support Package Online web support, Smartsheet University eLearning & 24/7 Global Phone Support. |
Yes | |
| Professional Support Package Online web support, Smartsheet University eLearning, Pro Desk, and 24/7 Global Phone Support. |
Yes | |
| 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 All Access Subscription Provides licensed users with full access to eLearning courses and Instructor-Led Training sessions. |
$ | |
| Customer Success Offerings Customer Success offerings may be a dedicated CSM or group managed depending on the account size. Details on CS offerings. |
$ |
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 |
$ |