Introduction to Control Center

Smartsheet Control Center overview

APPLIES TO

  • Business
  • Enterprise
  • Smartsheet Advance Package

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

RELATED CAPABILITIES

Who can use this capability?

You must be a paid user to access Smartsheet Control Center.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

The following table shows you how to navigate Smartsheet Control Center.

If you want to do this

Follow these steps

Create a blueprint source folder

  • Select the + icon on the left navigation bar.

  • Select Workspace.

  • Name this source folder as the business you want to track.
  • Include all the sheets, reports, and dashboards you want to use as templates for future projects.
Create an intake sheet
  • Select the workspace or blueprint source folder for the intake sheet to live in.
  • Select +Add > Sheet > Grid
  • Name and customize your sheet as needed.
Set up profile data
  • In the first row of the sheet, and in the Primary column, include the word Summary.
  • Add each profile data element under an indented row right below Summary.
Create a new program
  • Log in to Control Center.
  • Use the three-line menu icon in the upper left corner to access the left panel.
  • Select New Program.
Switch between programs
  • Access the left panel using the three-line menu icon in the upper left corner.
  • Select the name of the program you want.
     
Identify the program and get information
  • The program name appears at the top of the page, right below the title Control Center.
  • Select the i for more information about the program.
Create a blueprint
  • Create your blueprint source folder.
  • Open Control Center.
  • Select a program or create a new one.
  • Select Manage Program > + New Blueprint.
  • Use the blueprint wizard to configure the blueprint.
Create a new project
  • Select the program where you’re adding a new project.
  • Select Create project.
  • Follow the steps in the wizard.
Log out of Control Center
  • Select Account in the upper-right corner of the window.
  • Select Sign out.

Access Smartsheet Control Center

APPLIES TO

  • Smartsheet Advance Package

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

Only users listed as Program Leads or Additional Leads can log in to Control Center and edit the blueprint.

Log in to Smartsheet Control Center

  1. Access Control Center or use the Launcher in the lower-left corner of Smartsheet.

    Launcher for SCC
  2. Select Log in with Smartsheet. Enter your Smartsheet email and password.
  3. If it’s your first time logging in, select Allow to give Control Center permission to access your Smartsheet account.

If you’re a Primary lead, consider creating a Smartsheet dashboard for the people who need to access Control Center. Include key information about your program and a link for access.

Grant access to Control Center programs

You can provide access to Smartsheet Control Center to individuals or to a Smartsheet group.

Only Program Leads can grant access.

To grant access to a program:

  1. Open the Programs menu in Control Center.
  2. Select the program you want to provide access to.

  3. Next to the name of your program, select the Information icon.

    Program information
  4. On the right panel, select Edit.
  5. Type the email addresses of the people you want to add as Additional leads or Program users.
  6. Select Save.

Control Center user type restrictions

Limits apply to each user type in Control Center:

  • Include up to 5 Additional leads by adding their email addresses.
  • Include up to 10 Program users. Fill the slot with individual email addresses, a Smartsheet Group (everyone in the group is a Program user), or an entire company domain (everyone in the domain is a Program user).

Using Smartsheet Groups with Control Center

  • Primary leads can add and remove users to the group to grant access.
  • Primary leads need to own any Groups they’d like to grant access to and have Admin permissions in Smartsheet.

 

Advanced Resources