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. | Yes | Unlimited |
Display date-based work on a horizontal timeline to create project roadmaps, or to plan, track, and manage tasks, work, and portfolios. | Yes | Business and Enterprise plans |
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. | Yes | Unlimited |
| 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. | Yes | Unlimited |
| 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. | 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 | |
| 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. | Yes | Enterprise 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. | Yes | Enterprise 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. | Yes | Enterprise 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. | Yes | Ability 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. | 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 | Attachments 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). | Yes | Limits 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. | Yes | Limits 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. | Yes | Limits 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. | Yes | Limits 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. | Yes | Limits 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. | Yes | Microsoft 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) 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. | Yes | Enterprise plan only. |
| Single sign-on (SSO) Setting that allows people to sign into Smartsheet with their corporate login credentials | Yes | Enterprise plan only. |
| SAML Setting that allows people to log in through your organization's custom authentication service. | Yes | Enterprise 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. | Yes | Business 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. | Yes | Enterprise 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. | Yes | Enterprise plan only. |
| Plan discovery Allow people who share a domain with you to discover your plan and request to be added to it. | Yes | Enterprise 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. | Yes | Enterprise plan only. |
| User account provisioning (UAP) Automate adding users to your Smartsheet plan. | Yes | Enterprise plan only. |
| Approved domain sharing Administrators can select the domains that users on their plans can share to, protecting sensitive information and data. | Yes | Enterprise plan only. |
| Chargeback reports Build an internal Chargeback Report by division, department, and cost center based on data synchronized with Directory Integration. | Yes | Charge 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 | Yes | Enterprise 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. | Yes | Outlook integration isn't available. |
| Microsoft Teams Turn conversations into action with our Microsoft Teams integration. | Yes | You 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. | Yes | You 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. | $ | |
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. | Yes | Enterprise Plan only |
Use collections to share only relevant items or parts of any workspace (sheets, reports, dashboards, forms) with your collaborators and control access granularly. | Yes | Enterprise 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. | $ | |
| Premium Support Package Online web support, prioritization in the support queue, 24/7 live chat, Smartsheet University eLearning, Pro Desk, and 24/7 global phone support. | $ |
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 Implementation Services, Configuration Services, Advisory Services for Strategic Planning & Roadmap Design, Optimization Services, Technical Account Management Services, Specialized Services for Custom Integration & Custom Development, Smartsheet University eLearning, Instructor-led Training & Certification Program | $ |