Smartsheet Features by Plan
= included in plan$ = available for purchase
*Premier includes all the features of Enterprise and also includes a selection of add-ons like Connectors and Premium Apps
| Individual | Business | Enterprise / Premier | Description | |
|---|---|---|---|---|
| Free Collaborators | 10/Item | Unlimited | Unlimited | Free Collaborators can view or edit sheets, view reports, and view dashboards shared to them by Licensed Users. To create sheets, reports, or dashboards a user must be a Licensed User. |
| Sheets | 10 | 100/User | Unlimited | The number of sheets that can be created and maintained for each user. Varies per plan. |
| Reports | 5 | | | Smartsheet reports allow users to organize data, compile information from multiple sheets, and filter to provide a specific view. |
| Dashboards/Portals | 1 | | | Display charts, images and key metrics that update in real-time with Dashboards. Create a centralized information hub with Portals. |
| Attachments | | | | Files attached to a row, comment, or sheet from your hard drive or cloud storage services. |
| Reminders | | | | In-app notifications and email alerts sent to team members about upcoming deadlines. |
| Notifications | | | | In-app notifications and email alerts sent to team members when specific sheet change conditions occur. |
| Comments | | | | Conversations that are specific to a row, card, or sheet. |
| Grids | | | | Familiar, flexible grid view that's easy to customize with multiple column types, conditional formatting, formulas, and hierarchy. |
| Gantt | | | | Timeline view that shows task and cross-project dependencies, hierarchy, milestones, percentage complete, custom fields, critical paths, and filters. |
| Cards | | | | Format that displays tasks on cards, organizes your work more visually with card lanes, and allows you to drag and drop cards into different lanes to move work through a process. |
| Calendars | | | | View that displays all the dates contained in a sheet or report in a calendar format. Google Calendars can also be synced with sheets. |
Solutions
| Individual | Business | Enterprise / Premier | Description | |
|---|---|---|---|---|
| Column Types | | | | Specific column types ensure consistent data entry. Column types include text/number, contact list, date, dropdown, checkbox, symbols, and auto-number/system. |
| Templates | | | | Pre-built Solution Center templates that allow users to save time and increase consistency. |
| Template Sets | | | | A collection of Smartsheet items that provide complete solutions for a wide range of business needs. |
| Forms | | | | Easy-to-build and customizable, forms collect error-free, consistent data. Forms can be accessed from anywhere with a desktop, phone, or tablet. |
| Custom Color and Logos | | | Setting that allows users to brand their Smartsheet account and forms with custom colors and logos. | |
| Automation | | | | Quickly build and initiate automated workflows based on preset conditions in a sheet. |
User Administration
| Individual | Business | Enterprise / Premier | Description | |
|---|---|---|---|---|
| User Management | | | System Administrators can add, edit, and remove Smartsheet account users, and manage sheet ownership. | |
| Group Management | | | Assigned Group Administrators can create groups of multiple users for sharing, sending, and collaborating on sheets. | |
| Resource Management | | | The ability to track and review how team members are allocated across projects. | |
| Activity Log | | | Track and view all of the activities and changes made to a sheet, dashboard or report. | |
| Single Sign On (SSO) | | Convenient setting that allows employees to securely sign into Smartsheet with their corporate log-in credentials. | ||
| 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 domains. | ||
| Directory Integration | | Synchronize existing enterprise directory services with Smartsheet to provision and deprovision users, and share user metadata. | ||
| Event Reporting | $ | The ability to log and monitor user behavior, and view activity and actions taken within the Smartsheet platform. |
Add-Ons & Integrations
| Individual | Business | Enterprise / Premier | Description | |
|---|---|---|---|---|
| iOS | | | | |
| Android | | | | |
| Google GSuite | | | | App integration that enables Gmail and G Suite users to request updates through Gmail, import Gmail contacts, merge data with Google Docs, collaborate in Google Hangouts, attach and retrieve files from Google Drive, import and export to Google Sheets, sync with Calendar, and use Enterprise single sign on through OAuth. |
| Microsoft O365 | | | | App integration that enables Office 365 users to create or edit Smartsheet tasks from within both Outlook and Outlook Mobile, attach files from OneDrive, import/export to Microsoft Excel and Project, collaborate with Skype for Business (requires Smartsheet Enterprise or Business plan), gain insights from Power BI, automate workflows with Flow, and sign into Smartsheet with Azure Active Directory. |
| Box, Dropbox, Egnyte, Evernote | | | | Add-on that allows users to attach files stored in Google Drive, OneDrive, Dropbox, Box, Evernote, or Egnyte to a sheet, row, or discussion. |
| Slack | | | | App integration that allows users to send Smartsheet notifications to Slack channels or as direct messages to individual users and to take action on Smartsheet requests from within Slack. |
| Skype for Business | | | Add-on that allows users to view team members’ Skype availability from a sheet, and start an instant messaging conversation. | |
| Teams | | | Add-on that allows users to export a Smartsheet sheet, report, or dashboard to Microsoft Teams. | |
| Quip | | | Add-on that allows users to export a Smartsheet sheet, report, or dashboard to Quip. | |
| API Calls | | | Enables users to programmatically access and manage Smartsheet team accounts and data using REST, JSON and HTTP success and error codes. | |
| Live Data Connector | | | Industry-standard ODBC connector that enables connectivity between live Smartsheet data to analytics tools such as Tableau, Microsoft Excel, Qlik, and Spotfire. | |
| Control Center | $ | $ | Premium feature for business plans or higher that eliminates manual work, and centrally manages change across programs and portfolios with standardized project sheets, reports, and dashboards. | |
| Dynamic View | $ | $ / * | Dynamic View enables business owners to share only what is needed to the right people at the right time for viewing or editing. * Included in all Premier plans | |
| Accelerators | $ | $ | Smartsheet Accelerators are packaged solutions designed to deliver fast time to value for IT PMO, Professional Services, Mergers & Acquisitions, and Sales Management | |
| Salesforce | $ | $ / * | Integration that automatically syncs data between Smartsheet and Salesforce to provide up-to-date info. for all stakeholders. * Optional selection in Premier | |
| Salesforce Service Cloud | $ | $ / * | Integration that automatically syncs data between Smartsheet and Salesforce Service Cloud for enhanced visibility. * Optional selection in Premier | |
| Jira | $ | $ / * | App integration that automatically syncs data between Smartsheet and Jira to deliver up-to-date info. * Optional selection in Premier | |
| Microsoft Dynamics 365 | $ | $ / * | Integration that automatically syncs data between Smartsheet and Microsoft Dynamics 365 to provide up-to-date info for all stakeholders. * Optional selection in Premier | |
| Data Uploader | $ | $ / * | Automatically import data from enterprise or proprietary software systems (that can download to a CSV, Excel or Google sheet) into Smartsheet at a configured schedule. *Optional selection in Premier | |
| Calendar App | $ | $ / * | Integration feature that combines multiple sheets into a single master calendar for real-time insights and centralized efficiency. * Optional selection in Premier | |
| Data Mesh | $ | $ / * | Smartsheet app that provides lookup functionality between sheets and reports. * Optional selection in Premier | |
| Pivot | $ | $ / * | Smartsheet app that generates roll-up summary sheets, and enables users to create charts in dashboards using report data. * Optional selection in Premier | |
| Microsoft Power BI | $ | $ | App integration that allows users to export and visualize Smartsheet data in Microsoft Power BI. | |
| Smartsheet for Tableau | | | Import Smartsheet data into Tableau and combine data from other business-critical systems to help your whole team gain valuable analytics insights. | Service Now | $ | $ | App integration that automatically syncs data across Smartsheet and ServiceNow PPM to deliver up-to-date info. to all stakeholders. |
Services
| Individual | Business | Enterprise / Premier | Description | |
|---|---|---|---|---|
| Learning Center | | | | The Learning Center is a centralized, self-service learning resource. |
| Smartsheet Community | | | | Online community moderated by Smartsheet experts to get help, ask questions, and share tips. |
| Support by Email | | | | Smartsheet technical support by email. |
| Support by Phone | $ | | Smartsheet technical support by phone. | |
| Professional Support | $ | $ / * | A one-on-one help call with a Smartsheet expert to directly assist your business challenge. * Included in all Premier plans | |
| Self-Paced Training | $ | $ | | Smartsheet’s online education library that provides the ability to become a Smartsheet Certified User. |
| Individual Training | $ | $ | $ | Live, instructor-led training in classrooms or online. |