Automated Provisioning

APPLIES TO

  • Smartsheet Advance Package

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

Once approved, Smartsheet Control Center easily provisions and configures an entire new project from a central console.

Smartsheet Control Center: Create a project

APPLIES TO

  • Smartsheet Advance Package

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

Once you've configured Control Center, you can launch robust, organized projects. Creating a new project in the Control Center application automatically creates all the necessary Smartsheet items.

Create a new project

When using the project builder, you can select what's included in your project and what's included by default on your sheets, reports, and dashboards. You can also access all the items you create.

To create a new project, you should:

  1. Log in to Control Center or use the Launcher to access it. 
  2. Open the menu in the top left corner and select the program you want to work with. 
  3. Select + Create project to open the project builder. 
  4. Select the blueprint you want to work with. The blueprint determines which templates to include in the project.  
  5. Confirm your templates. Some items may be optional. You can include or exclude them from your project. 
  6. Select the project you want to build from the Project Name dropdown at the top of the Profile Data screen.
  7. Set sharing permissions for the project. In the Template Sharing section, you can share individual items with users or groups and set their access level for each item. Select + Add Row to grant access to additional users. 
  8. Select Create to build your project. When the project is ready to go, select Open in browser to access the project workspace.

Use the Next or Previous buttons at the bottom right to navigate through the project builder. 

Things to know

Profile data

Profile data fields show relevant information about the project. 

  • Select the project you want to create  
  • Select a particular workspace for the project
  • Enter specific Profile Data.

Sharing

  • If your team already has access to the workspace, you don't need to share the project again. 
  • Program leads and project creators are shared by default.
  • Additional users and groups might appear by default if they're set in the blueprint.

You can limit access to specific templates. For example, you may want only the financial planner on your team to access a budget template. 

To share a template with specific team members, fill in User or Group and Permissions, and then start typing the template name. The field autocompletes with the optional template name.

Add new templates

To add optional templates to the project after you've created it, select the project to which you want to add templates and then select Add New Templates.

Update reporting

To see the latest information about your project, select the project and then select Update Reporting at the bottom of the screen.

If cell links aren't working as expected, select Update Reporting to reconnect items that have become disconnected or corrupted.