Smartsheet Control Center https://help.smartsheet.com/ en Control Center: Automated project provisioning https://help.smartsheet.com/articles/2482453-control-center-auto-provisioning <span class="field field--name-title field--type-string field--label-hidden">Control Center: Automated project provisioning</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>In Smartsheet Control Center, you can manually create projects as needed, or you can provision them automatically when they’re approved. </p> <p>Automatic provisioning can save time when you need to create a lot of projects from the same blueprint. </p> <p>Learn more about <a href="/articles/2479066-smartsheet-control-center-creat-project">creating projects in Control Center</a>. </p> <h4>To enable auto-provisioning on a Blueprint: </h4> <ol> <li>In<strong> Smartsheet Control Center</strong>, select <strong>Automations </strong>and then, at the top right select <strong>New Automation</strong>.</li> <li aria-level="1">Select the <strong>Blueprint </strong>for which you want to enable automated provisioning and then, at the bottom right, select <strong>Create</strong>. </li> <li aria-level="1">The Blueprint is now set up for auto-provisioning. Automation is on by default; use the toggle to turn it off. </li> </ol> <h4>To auto-provision your projects</h4> <ul> <li aria-level="1">In Smartsheet, open the intake sheet containing the projects you want to auto-provision and mark them as approved. </li> </ul> <h4>Tips and tricks</h4> <ul> <li>You can only use automated provisioning on Blueprints with <a href="/articles/2478401-smartsheet-control-center-set-up-intake-sheet">Intake Sheets</a>. </li> <li aria-level="1">You can’t edit a Blueprint if automation is enabled. Toggle automation off, edit the Blueprint, then toggle it back on again when you’re done. </li> <li aria-level="1">Select the <strong>More </strong>icon <strong><img alt="More icon in column header " data-entity-type="file" data-entity-uuid="2d414529-2d1c-4110-b61a-edb76746e3a5" src="/sites/default/files/inline-images/14-px-kebab.png" width="14" height="14" loading="lazy" /></strong> to the left of the project name and then select <strong>Show logs</strong> to see the status of your projects. </li> </ul> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120248" typeof="schema:Person" property="schema:name" datatype="">Pam Mandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 08/25/2021 - 09:08</span> Wed, 25 Aug 2021 16:08:35 +0000 Pam Mandel 2482453 at https://help.smartsheet.com Control Center Global Updates: Find / Replace https://help.smartsheet.com/articles/2482117-control-center-global-updates-find-replace <span class="field field--name-title field--type-string field--label-hidden">Control Center Global Updates: Find / Replace</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p><strong>Find/Replace Global Updates</strong> updates values in project sheets and templates. To use Find/Replace, provide a Find value and a Replace value.</p> <p>By default all columns will be updated. To limit which columns will be updated, use In these columns to limit the update.</p> <h3>To Find/Replace data in your Control Center portfolio:</h3> <ol> <li>Navigate to <strong>Control Center</strong> &gt; <strong>Manage Program</strong> &gt; <strong>Global Updates</strong> and select  <strong>Find/Replace</strong>.</li> <li>Name your update, and then select the blueprint and template you want to use.</li> <li>Enter your F<strong>ind and Replace with</strong> values, and then select the columns you would like to update from the In these columns dropdown. <ul> <li>Select <strong>Advanced Options</strong> to add additional conditions to your update. You can also select Add Find/Replace to run more than one Find/Replace operation in a single global update<span style="display: none;"> </span></li> </ul> </li> <li>Complete the Global Update to test and apply your changes. See <strong>Test and Validate Your Changes</strong> for more information. </li> </ol> <p><span class="note">NOTE: To run a Find/Replace update for Profile Data fields, select Add Condition in Advanced Options, then select [Row] in Select test and set the condition to is Profile Data</span></p> <h3>Restrictions with Find/Replace</h3> <p>Some column types are either unavailable to SCC Find/Replace or are available, but with restrictions. These column types are listed in the following table.<br />  </p> <div> <table border="1" cellpadding="1" cellspacing="1" style="border:none; border-collapse:collapse" width="624" class="tablesaw tablesaw-stack" data-tablesaw-mode="stack" data-tablesaw-minimap=""> <colgroup> <col width="156" /> <col width="156" /> <col width="156" /> <col width="156" /> </colgroup> <thead> <tr> <th scope="col" style="border-width: 1px; border-style: solid; border-color: rgb(0, 0, 0); vertical-align: middle; background-color: rgb(255, 255, 255); padding: 8px; width: 156px;" data-tablesaw-priority="persist"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:700"><span style="font-style:normal"><span style="text-decoration:none">Column or Cell Data Type</span></span></span></span></span></span></span></span></p> </th> <th scope="col" style="border-width: 1px; border-style: solid; border-color: rgb(0, 0, 0); vertical-align: middle; background-color: rgb(255, 255, 255); padding: 8px; width: 156px;"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:700"><span style="font-style:normal"><span style="text-decoration:none">Ignored by Find/Replace</span></span></span></span></span></span></span></span></p> </th> <th scope="col" style="border-width: 1px; border-style: solid; border-color: rgb(0, 0, 0); vertical-align: middle; background-color: rgb(255, 255, 255); padding: 8px; width: 156px;"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:700"><span style="font-style:normal"><span style="text-decoration:none">Available with Restrictions</span></span></span></span></span></span></span></span></p> </th> <th scope="col" style="border-width: 1px; border-style: solid; border-color: rgb(0, 0, 0); vertical-align: middle; background-color: rgb(255, 255, 255); padding: 8px; width: 156px;"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:700"><span style="font-style:normal"><span style="text-decoration:none">Notes</span></span></span></span></span></span></span></span></p> </th> </tr> </thead> <tbody> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">System</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">-</span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Columns designated in your Project Settings:</span></span></span></span></span></span></span></span><br />  </p> <ul> <li style="list-style-type:disc"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Start date column</span></span></span></span></span></span></span></span></li> <li style="list-style-type:disc"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">End date column</span></span></span></span></span></span></span></span></li> <li style="list-style-type:disc"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Predecessor column</span></span></span></span></span></span></span></span></li> </ul> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No </span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">-</span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Contact List</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">See </span></span></span></span></span></span><a href="https://help.smartsheet.com/articles/2476706-smartsheet-control-center-make-global-updates#contact_restrict" style="text-decoration:none"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#1155cc"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:underline"><span style="-webkit-text-decoration-skip:none"><span style="text-decoration-skip-ink:none">Restrictions on Contact List Column Data</span></span></span></span></span></span></span></span></a></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Date</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">See </span></span></span></span></span></span><a href="https://help.smartsheet.com/articles/2476706-smartsheet-control-center-make-global-updates#date_restrict" style="text-decoration:none"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#1155cc"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:underline"><span style="-webkit-text-decoration-skip:none"><span style="text-decoration-skip-ink:none">Restrictions on Date Column Data</span></span></span></span></span></span></span></span></a></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Duration</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Duration column data is matched strictly by matching the string.</span></span></span></span></span></span></span></span></p>   <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Find/Replace will not perform any conversion of the duration.</span></span></span></span></span></span></span></span></p>   <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">For example, if your Find string on a Duration column is 2d it will only match cells that contain the value 2d—it will not match a duration of 16h.</span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Comments</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none"> </span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Any cell with an inbound cell link</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Note that outbound cell links can be modified.</span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Cells with hyperlink</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">-</span></span></span></span></span></span></span></span></p> </td> </tr> <tr> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Cells with images</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Yes</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">No</span></span></span></span></span></span></span></span></p> </td> <td style="border-bottom:1px solid #000000; vertical-align:middle; background-color:#ffffff; padding:8px 8px 8px 8px; border-top:1px solid #000000; border-right:1px solid #000000; border-left:1px solid #000000; width:156px"> <p style="line-height:1.2"><span style="overflow:hidden"><span style="overflow-wrap:break-word"><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">-</span></span></span></span></span></span></span></span></p> </td> </tr> </tbody> </table> </div> <p> </p> <h3 style="line-height: 1.38;">Restrictions on Contact List Column Data</h3> <p>The value in the Find box must either be the full name of the person that is displayed in the sheet or the email address associated with that contact. You can specify either Joe Smith or <a href="mailto:joe.smith@mbfcorp.com">joe.smith@mbfcorp.com</a>.</p> <p>Values in <strong>Contact List </strong>columns must be exact matches. For the <strong>Find </strong>value, you must use one of the following in the<strong> Restrict to </strong>box:</p> <ul> <li>is equal to</li> <li>is not equal to</li> <li>is blank</li> <li>is not blank</li> </ul> <p>For the <strong>Replace with</strong> value, the <strong>Restrict to</strong> box in <strong>Advanced Options</strong> must be set to replace the entire cell. If you use any other values for <strong>Restrict to</strong>, <strong>Contact List </strong>columns will be skipped (but other column types will be processed).</p> <p>When using Find/Replace with Contact List columns, use the email address rather than a contact name.</p> <h3>Restrictions on Date Column Data</h3> <p><strong>Cells in Date</strong> columns will only match the <strong>Find </strong>value when one of the following restrictions are specified:\</p> <ul> <li>is equal to</li> <li>is not equal to</li> <li>is blank</li> <li>is not blank</li> </ul> <p>If any other restriction is specified, <strong>Date </strong>columns will be skipped. Similarly, the <strong>Replace </strong>restriction must use replace the entire cell or <strong>Date </strong>columns will be skipped.</p> <p>For example, if using a <strong>Find </strong>value of "01/30" and <strong>Replace </strong>with value of "02/01" while <strong>Restrict to</strong> is contains, this will NOT match a cell in a <strong>Date </strong>column that is set to “01/30/2017” because the contains restriction is being used. If  these values are included in the update, this operation will be run for <strong>Text/Number</strong> column types.</p> <p>When you enter a date in the <strong>Find or Replace </strong>box and a <strong>Date </strong>(or Date/Time) column is selected, you’ll receive a warning indicating how the date will be interpreted (for example, February 15, 2018). You’ll have the option to convert the value to a universal date format (YYYY-MM-DD). Converting to a universal date format is a good best practice for matching <strong>Date </strong>columns: it can help you avoid confusion caused by different date display formats (for example, mm/dd/yy or dd/mm/yy).</p> <p>Dates in Smartsheet are displayed according to each user’s personal settings. Date display is controlled at the user level in<strong> Personal Settings</strong>. For more information about date formats, see <a href="https://help.smartsheet.com/articles/1872540">Changing the Default Date and Number Format (via the Language Setting).</a></p> <h3>Additional ways to use Find/Replace</h3> <h4>To use Control Center to perform a partial Find/Replace</h4> <p>Click <strong>Advanced Options</strong> to display a <strong>Restrict to </strong>option under the <strong>Find</strong> and <strong>Replace</strong> boxes.</p> <p>You can indicate more advanced rules on how the Find value will be matched to cells:</p> <ul> <li>By matching the entire cell: “is equal to” (default), “is not equal to”</li> <li>By matching a part of the cell: “contains”, “does not contain”, “begins with”, “ends with”</li> <li>By comparing the entire cell: “is greater than”, “is less than”</li> <li>Other aspects of the cell: “is blank”, “is not blank”, “is a number”</li> </ul> <p>You can specify how the Replace value will update the cell:</p> <ul> <li>Replace the entire cell (default)</li> <li>Replace just the matching text</li> </ul> <h4><a id="fr_case" name="fr_case"></a>To control whether Find matches uppercase and lowercase letters</h4> <p>By default, case is ignored when matching the Find value. To ensure that matching is case sensitive, select the<strong> match case</strong> option in the <strong>Restrict</strong> to box.</p> <h4><a id="fr_formulas" name="fr_formulas"></a>To update formulas using Find/Replace</h4> <p>Yes. If the Find value begins with an equal sign (=) it will match the formula in a cell instead of the displayed result. Similarly, if the Replace value begins with an equal sign (=), it will update the entire cell with that formula. You can only Find/Replace entire formulas.</p> <p>A value may be updated to a formula, a formula may be updated to a value, or a formula may be updated to a revised formula.</p> <h4><a id="fr_formulalimit" name="fr_formulalimit"></a>Limitations on where formulas can be used</h4> <p>You’ll receive an error if you attempt to place a formula in any of the following column types:</p> <ul> <li>Contact List</li> <li>The column designated as the “Duration column” in Project Settings</li> <li>The column designated as the “% Complete column” in Project Settings</li> <li>The column designated as the “Start Date column” in Project Settings</li> </ul> <p>You will be able to put a formula in the following column types; however, doing so may produce unexpected results:</p> <ul> <li>Checkbox/Flag/Star - the result of the formula must be true/false</li> <li>Date columns - the result of the formula must be a date</li> </ul> <h4><a id="fr_atrow" name="fr_atrow"></a>To update all the formulas when the row numbers in the formulas are different</h4> <p>For information about working with formulas in Control Center, see <a href="https://help.smartsheet.com/articles/2476706#formula">Formula Requirements</a> in the Control Center Global Updates help article.</p> <h3><a id="fr_conditions" name="fr_conditions"></a>Advanced conditions with Find/Replace</h3> <p>You can set conditions on other columns in a row that must be satisfied in addition to the Find value before the replacement will occur.</p> <p>For example, if the duration of a specific task (“Identify key risks”) needs to be updated from 4d to 6d but you want to ensure that other tasks that have the same duration are not updated. Use the following specification:</p> <p>Find string = “4d”, Replace string = “6d” and specify an advanced condition that Task Name is equal to “Identify key risks”</p> <p>Multiple advanced column conditions may be specified and you can choose whether <strong>all</strong> the conditions must be met<strong> </strong>or <strong>any</strong> of the conditions must be met.</p> <h4><a id="fr_rowcond" name="fr_rowcond"></a>Using the [Row] condition</h4> <p>The [Row] condition allows you to specify properties of the row that are not values. Only one [Row] condition can be specified at a time.</p> <p><img alt="Global Updates [Row] Condition" data-entity-type="file" data-entity-uuid="87fb877d-9584-46e9-9a24-8e34bd622770" src="/sites/default/files/inline-images/SCC_GlobalUpdates_%5BRow%5D.png" width="430" height="192" loading="lazy" /></p> <p>The following table lists some recommended uses for [Row].</p> <p> </p> <table border="1" cellpadding="1" cellspacing="1" data-tablesaw-minimap="" data-tablesaw-mode="stack" class="tablesaw tablesaw-stack"> <tbody> <tr> <td><strong>When you want to do this</strong></td> <td><strong>Use this value for [Row]</strong></td> </tr> <tr> <td>Update values or formulas that are different based on their hierarchy level</td> <td>has Children<br /> has no Children<br /> has Parent<br /> s Level 1<br /> is Level 2<br /> is Level 3<br /> is Level 4</td> </tr> <tr> <td>Update locked or unlocked rows only</td> <td>is Locked<br /> is not Locked</td> </tr> <tr> <td>Indicate that the Find/Replace is applied only to profile data (see the related question below)</td> <td>is Metadata</td> </tr> </tbody> </table> <h4><a id="fr_metadata" name="fr_metadata"></a>To use Find/Replace with profile data</h4> <p>By default, Find/Replace will <strong>not</strong> make changes to rows in the Summary section of a sheet (where all the profile data is stored).</p> <p>To make changes to profile data values or formulas in the Summary section (for example, to change the formula for the Overall Project Health profile data), use the <strong>Advanced Options</strong> section to add the condition <em><strong>[Row] is Metadata.</strong></em> When you do this, the Find/Replace will be applied only to the Summary section—the rest of the sheet will be skipped.</p> <p>Note that changing the name of a piece of profile data will not automatically update the configuration. Changes in profile data names will need to be updated using the SCC Builder.</p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120198" typeof="schema:Person" property="schema:name" datatype="">pmandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 11/23/2020 - 08:06</span> Mon, 23 Nov 2020 16:06:39 +0000 pmandel 2482117 at https://help.smartsheet.com Control Center Global Updates: Profile Data https://help.smartsheet.com/articles/2482115-global-updates-profile-data <span class="field field--name-title field--type-string field--label-hidden">Control Center Global Updates: Profile Data</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Project profile data serves as the high level information for projects in your portfolio. Profile Data can be used to:</p> <ul> <li>Define the project with values such as Project Name, Description, Owner, Budget, Due Date</li> <li>Create status tracking metrics or KPIs with values such as % Complete, Forecast End Date, Project Health </li> </ul> <p>You can specify static values, or define a formula for tracking a specific metric. For example, create Profile Data for tracking At Risk tasks in projects by specifying a formula that counts all cells where an At Risk checkbox has been checked.</p> <p>Use the Add New Profile Data Global Update type to add new Profile Data to your templates and existing projects. </p> <h3>To add new Profile Data in your Control Center portfolio:</h3> <ol> <li>Navigate to <strong>Control Center</strong> &gt; <strong>Manage Program</strong> &gt; <strong>Global Updates</strong> and select the<strong> Add Profile Data</strong> update type.</li> <li>Name your update, then select the blueprint and template you want to use.</li> <li>Name the Profile Data in <strong>Field</strong>, add the desired <strong>Value</strong>, and select the <strong>Templates </strong>you want to update. <ul> <li>Select <strong>Test Formula</strong> to test any formula changes in a testing sheet before committing your updates.</li> <li>Select <strong>Add Field</strong> to create multiple Profile Data fields at once. Note that any fields you create will all be applied to the templates you select in the update.</li> </ul> </li> <li>Complete the Global Update to test and apply your changes. See Test and Validate Your Changes for more information. </li> </ol> <p>After you run the Global Update, the new Profile Data fields appear in project sheets and templates, in the Summary hierarchy in those sheets.</p> <p><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">NOTE: To run a Find/Replace update for Profile Data fields, select Add Condition in Advanced Options, then select [Row] in Select test and set the condition to is Profile Data. </span></span></span></span></span></span></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120198" typeof="schema:Person" property="schema:name" datatype="">pmandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 11/20/2020 - 08:11</span> Fri, 20 Nov 2020 16:11:48 +0000 pmandel 2482115 at https://help.smartsheet.com Control Center Global Updates: Columns https://help.smartsheet.com/articles/2482113-global-updates-columns <span class="field field--name-title field--type-string field--label-hidden">Control Center Global Updates: Columns</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Control Center Global Updates allow you to make column changes to sheet templates and roll those changes out across all existing projects. Control Center offers the following options for making column-level changes to your project sheets and templates:</p> <ul> <li>Add New Column</li> <li>Modify Existing Column</li> </ul> <h3>Add a New Column</h3> <p>There are two ways to use Global Updates to add a new column. With either method, all projects in your Control Center portfolio benefit from the update.</p> <p>You can:</p> <ul> <li>Create a new column - Use Global Updates to create and add new columns to a template. This option adds the new column to the template. Then, run the Global Update to update existing projects.</li> <li> Use an existing column from a template - Use this option if you’ve already added a new column to the base template. Use Global Updates to add the new column to already deployed projects.<br /> TIP: Use this method to apply a column property (such as currency or decimal places) to an existing column. </li> </ul> <p><img src="https://lh5.googleusercontent.com/ZKniy1LcVYMahD5yd8hRfhui_xjCPeKUFSGWepuVINPA-TMIZwIteuWs9vtSmI6jXGtIJ3yKKD-VI1HwvZRkpic6k06r49mUDf_9stO6IyhmCg353gh49hHTMYMsh9mQ2Ev4ivs2" /></p> <h4>Option 1: Create a new column</h4> <ol> <li>Navigate to <strong>Control Center</strong> &gt; <strong>Manage Program</strong> &gt; <strong>Global Updates</strong> and select<strong> Add New Column</strong>.</li> <li>Name your update, then select the blueprint and template you want to use.</li> <li>Check <strong>Create a new column </strong>(default) and enter the <strong>Column Title</strong> and <strong>Column Type</strong>.<br /> TIP: Select one of the default value options to define the values populated when you run the Global Update.<br /> (Optional) Select <strong>Advanced </strong>to display other options:  formatting, column position, and locked / hidden state. See <strong>Advanced Options in Global Updates to Columns </strong>for more information.</li> <li>Complete the Global Update to test and apply your changes. See <strong>Test and Validate Your Changes</strong> for more information. </li> </ol> <h4>Option 2: Use an existing column from the template</h4> <p>If you manually added a new column to your base template, use this option to push the new column to already provisioned projects in your SCC portfolio. </p> <ol> <li>Add the new column to your template and configure it as desired. See <a href="/learning-track/get-started/columns">Columns</a> for more information on available column types and their uses.</li> <li>Navigate to <strong>Control Center</strong> &gt; <strong>Manage Program</strong> &gt; <strong>Global Updates</strong> and select <strong>Add New Column</strong>.</li> <li>Name your update, then select the blueprint and template you want to use.</li> <li>Select <strong>Use an existing column</strong>.</li> <li>Select the column you created from the <strong>Add Column</strong> dropdown (Click refresh if you don’t see the new column).<br /> <strong>TIP</strong>: Select a default value to define values populated when you run the Global Update. Note that only one default value or formula can be applied per Global Update.<br /> (Optional) Select <strong>Advanced </strong>to display other options:  formatting, column position, and locked / hidden state. See Advanced Options in Global Updates to Columns (below) for more information.</li> <li>Complete the Global Update to test and apply your changes. See Test and Validate Your Changes for more information. </li> </ol> <p>For more information adding a column to a base template, see the <a href="/articles/2476701#update_template">Smartsheet Control Center FAQ</a>.</p> <h4>Modify an Existing Column</h4> <p>Modify Existing Column allows you to change a column that already exists in your project sheets. You may want to modify existing columns to:</p> <ul> <li>Adjust column formatting</li> <li>Update a Dropdown column to remove or add options</li> <li>Adjust references in a formula</li> </ul> <p>To make a change:</p> <ol> <li>Navigate to <strong>Control Center </strong>&gt;<strong> Manage Program</strong> &gt; <strong>Global Updates</strong> and select <strong>Modify Existing Column</strong>.</li> <li>Name your update, then select the blueprint and template you want to use.</li> <li>Select the column you want to update, and enter the details for your update.<br /> NOTE: Select one (or both) of the options:</li> <li>Change column properties (name, type, options, index)</li> <li>Change column cell data. See <strong>Modifying Column Data</strong> below for more information.(Optional) Select Advanced to display other options you can apply to the column: formatting, column position, and locked / hidden state. See <strong>Advanced Options in Global Updates to Columns</strong> for more information.</li> <li>Complete the Global Update to test and apply your changes. See<strong> Test and Validate Your Changes</strong> for more information. </li> </ol> <h3>Modifying Column Data</h3> <p>In addition to adding new data or changing column values, you can use Global Updates to make global changes to existing data in active projects.</p> <ol> <li>Create a Modify Existing Column update.</li> <li>Check Change column cell data.</li> <li>Select a value from the column and click Add New Change.</li> <li>Enter a new static value or formula. See Formula Requirements for more information.</li> </ol> <p><span class="note">NOTE: Formulas created in Global Updates must use @row notations for row level referencing. For more information, see Create Efficient Formulas with @cell and @row. </span></p> <h3>Advanced Options in Global Updates to Columns</h3> <p>Here are some things to keep in mind when using advanced options:</p> <ul> <li>When adjusting Column Position, note that you cannot add a column between the Primary Column and the column immediately to the right of it. This positioning restriction is enforced because this is where Profile Data name and value pairs are stored.</li> <li>While formatting that’s been explicitly applied to the column will be pushed to existing projects, Conditional Formatting rules will not be copied to the project sheets.</li> <li>Certain formatting options are not available in Advanced Options. These include: <ul> <li>Currency</li> <li>Percentage</li> <li>Thousands separator</li> <li>Decimal places</li> <li>Date format</li> </ul> </li> </ul> <p><span class="tip">TIP: If you want to apply any of the above to your projects, update your source templates. All newly provisioned projects will include the new formatting. After updating source templates, to update existing projects, use Option 2: Use an existing column from the template.</span></p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120198" typeof="schema:Person" property="schema:name" datatype="">pmandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 11/19/2020 - 11:00</span> Thu, 19 Nov 2020 19:00:24 +0000 pmandel 2482113 at https://help.smartsheet.com About Dynamic Report Scope https://help.smartsheet.com/articles/2482112-dynamic-report-scope <span class="field field--name-title field--type-string field--label-hidden">About Dynamic Report Scope</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Typically, you create a report in Smartsheet with entire workspaces in scope. You need to make sure the projects are created in those workspaces to appear in the report. In addition, the report pulls rows from every sheet in the workspace that meets the criteria (whether you want them or not).  </p> <p><strong>Dynamic report scope</strong> allows you to report on data across your project portfolio even when projects are not in the same workspace. And you can use dynamic report scope to include or exclude specific templates in each project. </p> <p>When you use dynamic report scope, the report scope will always be updated to include the specified templates in all the active projects—those already created and those you create later.</p> <h3>Create a dynamic report scope</h3> <p>Before configuring dynamic report scope, you’ll need to create the portfolio report(s) you want to update. dynamic report scope only works for reports that already exist; you can not create new reports with dynamic report scop. </p> <p><span class="note">The report should be a single, portfolio level report across all projects.  The report cannot be part of a blueprint. A portfolio report could be My Tasks, Unassigned Tasks, or Engineering Tasks. </span></p> <p>Learn more about the <a href="/articles/522214">Report Builder</a>.</p> <p>Once you’ve created your report(s), use the steps below to configure dynamic report scope:</p> <ol> <li>In Control Center, go to <strong>Manage Program</strong> and edit the Blueprint you want to work with. </li> <li>Click through to the <strong>Blueprint Components screen</strong> and enable <strong>dynamic report scope</strong>. </li> <li>Click through the Blueprint Builder to the <strong>dynamic report scope settings</strong> page. </li> <li>Use <strong>Search </strong>to find and select the report you want to change <br /> <span class="tip">Click <strong>Refresh </strong>if you don’t see a newly created Report.</span><br /> <br /> When adding reports, keep the following in mind:<br />   <ul> <li>You can add up to 50 reports.  Click + Add Report to add a configuration.</li> <li>Click x Remove Report to remove a configuration.</li> <li>Use portfolio level reports only. Do not use reports that are in the Blueprint Source Folder. </li> <li>Reminder: If your report doesn’t exist yet, create it in the Portfolio level workspace before using dynamic report scope.</li> </ul> </li> <li> <p>Select the template sheets that you want included from each project.</p> </li> <li> <p>Click through the <strong>Blueprint Builder</strong> to the last screen to save your changes. If you exit the Blueprint Builder midstream, your changes will not be saved.</p> </li> </ol> <p>Once you’ve created your dynamic report scope, your portfolio level reports will be automatically be updated when projects are provisioned, archived, or deleted. For projects that were already provisioned before setting up a dynamic scope report, those projects will be added the next time a project is provisioned, archived, or deleted.  </p> <p><span class="tip">See <a href="#repair">Repair a dynamic report</a> to update the report without having to provision, archive or delete a project.</span></p> <h4>Things to keep in mind when using dynamic scope reports:</h4> <ul> <li>When you use dynamic report scope, any manual changes you have made to the target reports Where? criteria will be overwritten when dynamic reports are updated.</li> <li>It can take up to two minutes for your changes to propagate through to your reports after you provision, archive or delete a project.</li> <li>Dynamic Scope Reports are currently limited to 5,000 sheets per report. If your selections will exceed this limit, consider using multiple reports.</li> </ul> <h3>Edit a dynamic report scope</h3> <p>You may find you need to adjust the included templates or add/remove reports in your dynamic report scope settings. To do this, navigate to the dynamic report scope settings in your blueprint(s), make your desired changes, and save those changes.</p> <p>Changes will be applied the next time projects are provisioned, archived, or deleted.</p> <h3><a name="repair" id="repair"></a>Repair a dynamic report </h3> <p><a name="repair" id="repair"> </a></p> <p><a name="repair" id="repair">If the dynamic report needs to be updated so that it reflects the latest settings or to ensure that it includes all the latest projects, use the Update Reporting tool. </a></p> <p><a name="repair" id="repair">To update your reporting:</a></p> <ol> <li><a name="repair" id="repair">Log in to Control Center and go to <strong>Manage Program</strong>.</a></li> <li><a name="repair" id="repair">Select <strong>All Projects </strong>and select any project created from the blueprint that was updated.</a></li> <li><a name="repair" id="repair">Select <strong>Update Reporting</strong>.</a></li> </ol> <h3><a name="repair" id="repair">Remove projects from dynamic report scope</a></h3> <p><a name="repair" id="repair">As a project reaches the end of its life cycle, you may want to remove it from your reports. To do this with your dynamic scope reports, configure an option in your Archiving workflows to remove projects when they are archived.</a></p> <p><a name="repair" id="repair"> </a></p> <ul> <li><a name="repair" id="repair">Create a new </a><a href="/articles/2477831">Archive workflow</a> or edit an existing one.</li> <li>Click through to the Project Filters and Actions section.</li> <li>Check the box to Remove project sheet(s) from Dynamic Report.</li> </ul> <p>Projects that have been deleted in Control Center will be automatically removed from dynamic reports.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120198" typeof="schema:Person" property="schema:name" datatype="">pmandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Wed, 11/18/2020 - 11:42</span> Wed, 18 Nov 2020 19:42:47 +0000 pmandel 2482112 at https://help.smartsheet.com Smartsheet Control Center Overview https://help.smartsheet.com/articles/2476746-smartsheet-control-center-overview <span class="field field--name-title field--type-string field--label-hidden">Smartsheet Control Center Overview</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>With Smartsheet Control Center, you can manage the entire lifecycle of your program and all of the projects and processes that are part of it. If you are a Program Lead, use this article as a guide to available resources as you get started creating blueprints and establishing a project intake process.</p> <ul> <li> <p><a href="/articles/2476756">Get Oriented to Control Center</a></p> </li> <li> <p><a href="/articles/2478816">Understand and work with Blueprints</a></p> </li> <li> <p><a href="/articles/2478431">Configure and use profile data</a></p> </li> <li> <p><a href="/articles/2478401">Get an overview of the intake component of a Blueprint</a></p> </li> <li> <p><a href="/articles/2478826">Set up a Blueprint Summary Sheet</a></p> </li> </ul> <p>For information on browser compatibility, see <a href="/articles/506775">System Requirements and Guidelines for Using Smartsheet</a>.</p> <blockquote> <p>Control Center is a premium offering available for purchase to Smartsheet customers using a business plan or higher. For more information about how to purchase Control Center, please contact <a href="https://www.smartsheet.com/product/control-center">Smartsheet Sales.</a></p> </blockquote> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 05/01/2018 - 16:19</span> Tue, 01 May 2018 23:19:14 +0000 gwyneth.casazza@smartsheet.com 2476746 at https://help.smartsheet.com Smartsheet Control Center: Get Oriented https://help.smartsheet.com/articles/2476756-smartsheet-control-center-get-oriented <span class="field field--name-title field--type-string field--label-hidden">Smartsheet Control Center: Get Oriented</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>As you start working with programs and projects in Smartsheet Control Center, you may need a help finding your way around. Use the following table to help orient yourself and get up to speed with where things are located and what they’re called.</p> <p> </p> <table border="1" cellpadding="1" cellspacing="1" class="tablesaw tablesaw-stack" data-tablesaw-mode="stack" data-tablesaw-minimap=""> <thead> <tr> <th scope="col" data-tablesaw-priority="persist">To do this</th> <th scope="col">Follow these steps</th> </tr> </thead> <tbody> <tr> <td>Switch between programs</td> <td> <p>Click the menu and select the program you want to switch to.<br /> <img alt="SCC Menu" data-entity-type="file" data-entity-uuid="60abfdb7-56bc-4503-9426-3ce3251858d7" src="/sites/default/files/inline-images/SCC_PMO_menu.png" width="369" height="299" loading="lazy" /></p> <p> </p> </td> </tr> <tr> <td>Identify which program you are in and get information about it.</td> <td>The program name is listed at the top of the window, just below the words Control Center. To get more information about a program, click the “i”.<br /> <img alt="Control Center Info Icon" data-entity-type="file" data-entity-uuid="33217636-d77e-43f4-ba6c-bd19b20d841b" src="/sites/default/files/inline-images/SCC_Info_Icon.png" width="450" height="187" loading="lazy" /></td> </tr> <tr> <td>Create a new project</td> <td>Switch to the program to which you want to add the new project. Click the New button in the upper-right corner of Control Center and then follow the steps in the wizard.<br /> <br /> <img alt="New button to create a new project" data-entity-type="file" data-entity-uuid="54369b3a-bc61-446a-9b9b-464a797c7255" src="/sites/default/files/inline-images/SCC_Create-New.png" width="364" height="174" loading="lazy" /></td> </tr> <tr> <td>Log out of Control Center</td> <td>To log out of Control Center, click the Account icon in the upper-right corner of the window and click <strong>Sign out.</strong></td> </tr> </tbody> </table> <h3>Control Center Terms</h3> <h4>Program</h4> <p>Control Center is organized into <strong>programs.</strong> A program represents a collection of projects that are managed together. For example, the IT department may have one program while Facilities may have another program. The two departments have different goals, different leadership, different standardized processes, and different users (although there can be some overlap)—therefore, each needs its own program.</p> <p>Users are given access to one or more programs and can easily switch between them. Each program has these distinct properties:</p> <ul> <li>One group of leads that can administer everything in the program</li> <li>A custom title, description, logo and colors</li> <li>A set of blueprints specific to that program for creating projects</li> <li>Users that have access to the program: these users can create projects using any of the blueprints</li> </ul> <p>NOTE: When you’re in one program in Control Center, you won’t have visibility or access to other programs. To see the properties of a different program, you’ll need to switch to it first.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 05/03/2018 - 14:33</span> Thu, 03 May 2018 21:33:24 +0000 gwyneth.casazza@smartsheet.com 2476756 at https://help.smartsheet.com Access Smartsheet Control Center https://help.smartsheet.com/articles/2476731-access-smartsheet-control-center <span class="field field--name-title field--type-string field--label-hidden">Access Smartsheet Control Center</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Before you can get started using Smartsheet Control Center, you’ll need access to it. This article helps you do that by outlining the basic access requirements and by providing some best practices for managing how to grant access to others.Once people have the appropriate permissions, they'll be able to access control center from here: <a href="https://smartsheet.controlcenter.smartsheetapps.com/">https://smartsheet.controlcenter.smartsheetapps.com</a></p> <blockquote> <h4>Before You Begin</h4> <p>In order to use Smartsheet Control Center (SCC), you must have an active, licensed Smartsheet account and you must be granted access to a Control Center Program. If you are missing the required credentials when you attempt to log in, you’ll receive a message letting you know that. For example, you may receive a “you must have a license...” or a “failed to log in...” message:</p> <ul> <li>If you <strong>need a license,</strong> please log in to Smartsheet and click <strong>Upgrade</strong> to request one.</li> <li>If you <strong>need access to a Control Center program,</strong> contact a Control Center Program Lead at your organization. The lead can provide access to Control Center by contacting Smartsheet Support on your behalf (for more information about how the lead grants access, see <a href="#access">Give Someone Access to a Control Center Program</a> later in this article).</li> </ul> </blockquote> <p>Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher. For more information about how to purchase Control Center, please contact Smartsheet Sales.</p> <hr /> <h3>Log in to Smartsheet Control Center</h3> <ol> <li>Access Control Center using the following URL:<a href="https://smartsheet.controlcenter.smartsheetapps.com/">https://smartsheet.controlcenter.smartsheetapps.com/</a></li> <li>Click <strong>Log in with Smartsheet. </strong></li> <li>If are not currently logged into Smartsheet, you will be asked to provide your Smartsheet email and password.</li> <li>Click <strong>Allow</strong> to give Control Center permission to access your Smartsheet account.</li> </ol> <p>Depending on your level of access, you’ll see different options once you’ve logged in. For example, if you’re one of the leads for the program, you will see a <strong>Manage Program </strong>link that allows you to access all existing projects, the Control Center Blueprint, and the Global Updates features.</p> <p>NOTE: Once a project is created from Control Center, any Smartsheet collaborator can use that project as long as they’ve been given the required sharing permissions. For more information about Smartsheet permissions, please see <a href="/articles/1155182">Sharing Permission Levels.</a></p> <p>TIPS:</p> <ul> <li>To make it easier to access Control Center, bookmark this URL for quick access <a href="https://smartsheet.controlcenter.smartsheetapps.com/">https://smartsheet.controlcenter.smartsheetapps.com/</a>.</li> <li>If you are a Program Lead, consider creating a Smartsheet portal for the people who will be using Control Center. On the portal, include the key information about your program and a link to access Control Center. For information about creating a dashboard or portal, see <a href="/articles/518547">Create or Edit a Smartsheet Dashboard or Portal.</a></li> </ul> <h3><a name="access" id="access"></a>Give Someone Access to a Control Center Program</h3> <p>If a person tries to log in to Control Center and receives the “You do not have access to any Control Center Programs...” message, that person needs to be granted access to your program.</p> <p>There are two ways to allow access to Smartsheet Control Center: access can be given to <strong>individuals</strong> or access can be given to <strong>a Smartsheet group.</strong> Creating a Smartsheet group will make user management easier. Note that only Program Leads can initiate Control Center access for individual users or groups.</p> <p>To grant access to a program:</p> <ol> <li>In Smartsheet Control Center, select <strong>Manage Program. </strong></li> <li>Next to the name of your program (upper-right corner of the screen), click the Information icon.</li> <li>On the right panel, click <strong>Edit.</strong></li> <li>Type the email addresses of the people that you’d like to add in the appropriate fields. (See the section below for details on the maximum number of people allowed for each user type.)</li> </ol> <h4>Control Center User Type Restrictions</h4> <p>Certain limitations apply to each user type in Control Center:</p> <ul> <li>You must contact our Support team to make someone else the Primary Lead. (Click the Contact Support link at the bottom of this page to reach out to us.)</li> <li>Up to five Program Leads are allowed—you must individually add the email addresses of the Program Leads.</li> <li>Control Center allows up to ten slots for Project Creators. A slot can be filled with an individual email address, a Smartsheet Group (everyone in the group would become a Project Creator), or an entire company domain (everyone in the domain would become a Project Creator) </li> </ul> <h3>Facilitate User Management with a Smartsheet Group</h3> <p>To streamline user management for Control Center, it’s a good best practice to leverage Smartsheet Contact Groups. When access to your Control Center Program is controlled using a Smartsheet group, one of the Program Leads can simply add and remove users to the group to grant access.</p> <p>For more information about using Smartsheet Groups to manage groups of users, see <a href="/articles/1554165">Manage and Use Smartsheet Contact Groups.</a></p> <p>TIP: To make sure everyone who uses Control Center knows what the access groups are, a Program Lead can use the Program Information window in Control Center to document which Smartsheet groups have access to the program. To view program information, click the “i” next to the program name.</p> <p><img alt="Control Center Info Icon" data-entity-type="file" data-entity-uuid="33217636-d77e-43f4-ba6c-bd19b20d841b" src="/sites/default/files/inline-images/SCC_Info_Icon.png" width="450" height="187" loading="lazy" /></p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 04/26/2018 - 14:50</span> Thu, 26 Apr 2018 21:50:56 +0000 gwyneth.casazza@smartsheet.com 2476731 at https://help.smartsheet.com Smartsheet Control Center: Blueprints at a Glance https://help.smartsheet.com/articles/2478816-blueprints-at-a-glance <span class="field field--name-title field--type-string field--label-hidden">Smartsheet Control Center: Blueprints at a Glance</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>In Control Center, you can create a <strong>Blueprint</strong> to ensure that your team consistently completes the same tasks, tracks the same metrics, and reports on the same items across projects. </p> <p>Blueprints also provide flexibility. You can create Blueprints that include options for fast track projects or projects that have a less pressing timeline. You can create Blueprints for projects that follow agile development processes or those that follow waterfall processes—and modify your Blueprint as your project needs change. </p> <p>A Blueprint is comprised of the following items:</p> <ul> <li><strong>Task lists/sheets, reports, and dashboards:</strong> Build these directly in Smartsheet and store them in your Blueprint Source folder.  These sheets can include Profile Data for defining projects and calculating status metric. </li> <li><strong>An optional Intake Sheet: </strong>This sheet lists your projects and helps manage when they’re created. Store this in your Admin workspace—but not in the Blueprint Source folder. </li> <li><strong>An optional Blueprint Summary sheet. </strong>This sheet stores data you’ll use for reporting. Store this in your Admin workspace—but not in the Blueprint Source folder. </li> </ul> <p>Once you’ve created these items, run the Blueprint Builder to create the Blueprint.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 10/16/2018 - 19:17</span> Wed, 17 Oct 2018 02:17:30 +0000 gwyneth.casazza@smartsheet.com 2478816 at https://help.smartsheet.com Smartsheet Control Center: Create a Blueprint https://help.smartsheet.com/articles/2478876-scc-create-blueprint <span class="field field--name-title field--type-string field--label-hidden">Smartsheet Control Center: Create a Blueprint</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Blueprints provide the basic structure for the projects and processes that drive your organization. Blueprints save time and effort by automating the creation of new Smartsheet items. </p> <p>A Blueprint Source Folder is required, and must contain at least one sheet, report, or dashboard to serve as the source template for your Blueprint. For more information, see Blueprint <a href="/articles/2478821">Source Folder Overview</a>.</p> <hr /> <h3><a name="create" id="create"></a>Create a Blueprint</h3> <ol> <li>Create your Blueprint Source Folder. </li> <li>Select <strong>Manage Program</strong> and click <strong>+ New Blueprint. </strong></li> <li>Use the Blueprint wizard to configure the Blueprint.</li> </ol> <h3><a name="basics" id="basics"></a>Blueprint Basics</h3> <p><img alt="Blueprint Basics" data-entity-type="file" data-entity-uuid="128d6fed-223a-4476-971c-877942acc9ec" src="/sites/default/files/inline-images/SCC_blueprint_basics.png" width="1600" height="448" loading="lazy" /></p> <h4><a name="storage" id="storage"></a>Project Storage</h4> <p>When creating a project, where do you want to store the generated items?</p> <ul> <li><strong>New workspace for each project</strong>—Best if you need to change sharing permissions to items for each new project.</li> <li><strong>Preselected workspace</strong>—All new projects are created in the same workspace. Everyone who can access that workspace has access both prior and newly created projects. </li> <li><strong>Enable users to select workspace</strong>—The person creating the project has the ability to choose which workspace it’s created in. Use this to group projects, for example, if you want to group projects by regions.</li> <li><strong>Enable users to select or create workspace</strong>—The person creating the project can select an existing workspace or create a new workspace for the project.</li> </ul> <h3><a name="source_settings" id="source_settings"></a>Source Template Settings</h3> <p><img alt="Blueprint Source" data-entity-type="file" data-entity-uuid="9862ebbc-3404-45c3-a067-b5bcee07ba8e" src="/sites/default/files/inline-images/SCC_blueprint_source.png" width="512" height="180" loading="lazy" /></p> <h4><a name="source_folder" id="source_folder"></a>Source Folder</h4> <p>A Blueprint Source Folder is a requirement when setting up your program. This screen refers to that folder, and the sheets, reports, and dashboards inside that folder.</p> <p>Learn more about <a href="/articles/2478821">Blueprint Source Folders.</a></p> <h4><a name="template_settings" id="template_settings"></a>Template Settings</h4> <p>These settings determine if an item in your Blueprint Source Folder is included in a project, if it’s required, and which sheet launches when you select the project in Control Center. <strong>Hover on the row</strong> to change which item is your launch sheet. </p> <p>Optional templates have additional settings: </p> <ul> <li><strong>Optional - Selected</strong>—Uncheck items that you want to exclude from your new project. (All items will be checked by default.) For example, you might have a Project Governance sheet that’s required for projects over $10,000. Lower budget projects won’t need this optional sheet. </li> <li><strong>Optional - Unselected</strong>—Check items that you want to exclude from your new project. (All items will be unchecked by default.) For example, you may have an onboarding sheet for new clients, but a project for an existing client doesn’t need that sheet.<br /> <br /> <span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">NOTE: Reports can not be configured as Optional. They are only available as Required templates.</span></span></span></span></span></span> </li> </ul> <h4><a name="group" id="group"></a>Group</h4> <p>If your project uses different versions of the same template, you can group those templates and then select the one you want to use when you create a project. For example, maybe you have two versions of a task list: a fast track and a normal track. </p> <p><strong>Type a group name</strong> (for example, Track) for each template in the group. Set one as selected—the one you use most often— and deselect the rest. You must have at least one selected template in the group as the default optional template. </p> <p><strong>Advanced Options</strong> for each item include:</p> <ul> <li><strong><span id="cke_bm_1096S" style="display: none;"> </span>Add a Description</strong>—Important information to help guide your team on the use of the item. </li> <li><strong>Allow Attachments</strong>—Grant or restrict the ability for people to attach files to items in the project.  For example, if there’s a feasibility study for a project, you can include it when you create that project. </li> </ul> <ul> </ul> <h3><span id="cke_bm_1096E" style="display: none;"> </span><a name="components" id="components"></a>Blueprint Components</h3> <p>If your program include an <strong>Intake Sheet</strong> or a <strong>Summary Sheet</strong> (more on <a href="/articles/2478826">Summary Sheets</a>), you can include them in your project on the Blueprint Components screen. If you include them, you’ll see their related configuration settings.</p> <p><img src="https://lh5.googleusercontent.com/T_-eIz4yVA-P0Qf77K40VpbUXuxhZS6OLOcRhmkvGfI-Zdu7P9_GPYyGK5UctIq_6q7cqCOKhOH44mmDrvLPYYCGLAaQc1zwRWBYGxARg31iB5QQ6YFR51xeCfVAvxgOVgC1PsyS" /></p> <h3><a name="intake" id="intake"></a>Intake Settings</h3> <p>Options listed here map to columns in your Intake Sheet. They tell your Blueprint which columns and values to read when you create a new project. <br />  </p> <p><img alt="Control Center Blueprint Intake Settings" data-entity-type="file" data-entity-uuid="c17956c2-9f18-4a05-9a18-66537ef8c0f5" src="/sites/default/files/inline-images/Blueprint_intake_settings.png" width="1415" height="814" loading="lazy" /></p> <h3><a name="selection" id="selection"></a></h3> <p>Optional advanced options include:</p> <ul> <li><strong>Project Link Column</strong>—Adds a link to the default project sheet on a selected Intake sheet with a direct link to your Project after it has been created. </li> <li><strong>Intake Attachments</strong>—If the project row on the Intake Sheet has attachments, you can select which sheets those attachments should be copied to.</li> <li><strong>Additional Filters</strong>—Filter on specific columns when you create new projects. For example, you may to filter on Department so only projects in the Facilities Department appear when you select a project. If enabled, the Additional Filters appears in the Create Project wizard on the Profile Data screen. Whoever is creating a new project can set the filters to change what projects are available in the Select Project dropdown.</li> </ul> <h3>Profile Data Selection</h3> <p>Elements from the Summary section of your templates are listed here. These items are also pulled from your Intake Sheet. When you select an item here, it’s used as Profile Data when you create a new project. This ensures that your Profile Data is always consistent. </p> <p>When you create a new project, you’ll provide the information that populates these fields. </p> <p>Profile Data that on both the intake sheet and Blueprint templates is automatically selected.</p> <p>Learn more about <a href="/articles/2478401">Intake Sheets</a> and <a href="/articles/2478431">Profile Data.</a></p> <h3><a name="customize" id="customize"></a>Customize Profile Data</h3> <p>You can customize where Intake Profile Data comes from when you create a project, set up validation rules, and apply other options.</p> <p><img alt="Smartsheet Control Center Customize Profile Data" data-entity-type="file" data-entity-uuid="40e54492-07c2-434a-948c-fc4aab24808d" src="/sites/default/files/inline-images/SCC_blueprint_customize_pd.png" width="1600" height="1170" loading="lazy" /> <br /> For each field, select an answer to <strong>How is data being populated in this field?</strong></p> <ul> <li><strong>Value from intake sheet</strong>—Automatically use the value from the matching column in your Intake sheet </li> <li><strong>User entered manually</strong>—Select the data type you will enter when creating a project. There are multiple data types to select from, including Date, Number, and two types of Dropdown lists. If you want to use dynamic Dropdown lists, be sure to create a regular Dropdown first. </li> </ul> <h3><a name="blueuprint_summary" id="blueuprint_summary"></a>Blueprint Summary</h3> <p>If you included a Blueprint Summary, you can configure how project Profile Data will be linked to your Blueprint Summary sheets.</p> <p><img alt="Control Center Blueprint Summary" data-entity-type="file" data-entity-uuid="e49110e1-d468-4863-8fe8-bbe443053db7" src="/sites/default/files/inline-images/SCC_blueprint_summary.png" width="1600" height="911" loading="lazy" /></p> <p>Select the Blueprint Summary sheet you created when you set up your project. </p> <p><strong>Summary Data Sources: </strong>Select which sheets should have Profile Data linked to the Blueprint Summary sheet. If more than one sheet is selected, choose as a Primary. The Primary sheet, determines which Profile Data has priority in cases where Profile Data exists on more than one sheet.</p> <p><strong>Summary Data Fields:</strong> Profile Data in selected Data Sources that match column names in the Blueprint Summary sheet are automatically included and required.</p> <p>Additional Profile Data can be added. When you include a data element, Control Center adds a column to the Blueprint Summary.</p> <p>Note: To remove a data element, open the Blueprint Summary sheet and manually delete or rename the column.</p> <p><strong>Row Hierarchy: </strong>Use this to determine how you want new rows inserted into your Blueprint Summary. </p> <p><br /> Up to three Profile Data elements may be specified—for up to three levels of hierarchy. If no matching parent row is found, the row will be added to the end of the sheet.</p> <p>Leave this blank to add new rows to the end of the Blueprint Summary sheet. </p> <p><strong>+New Summary Sheet: </strong>Control Center starts with one Summary Sheet, but you can add more. They’re helpful for: </p> <ul> <li><strong>Controlling access: </strong>One summary sheet can contain financials, accessible to a limited group, another may contain status information accessible by a wider audience. </li> <li><strong>Storing large numbers of projects:</strong> Limits apply to how many rows a Blueprint Summary can hold. Distributing Profile Data across multiple sheets gives you more space.<br /> Note: Project Archiving can free up space on Blueprint Summary sheets. <br />  </li> </ul> <h3>Intake Summary Sheet Update</h3> <p>You can link up to five Profile Data fields in your project to the Intake sheet. This is useful if a project has few metrics and you want to have them available on the Intake sheet.</p> <p>Only one sheet can be linked to the Intake Sheet.</p> <h3><a name="naming" id="naming"></a>Naming</h3> <p>Use naming rules to help differentiate your projects. Select up to three Profile Elements to append to the name of each sheet in the project. </p> <p>By default the project workspace will use these same rules.</p> <p><img src="https://lh5.googleusercontent.com/4X1ePriBtfwo1wmaXj4E1SbODldtFpaqxwUMc9W6RslqbYqsP41wsbcNfrW0PAU8Y1ddAlB7Z_gzwc_LBkVzyLwZOzX2v76T4wJIry2781o1z9kOgjNnZ3lLBm-Pbf5mUPfxpmOw" /><br /> </p> <h3><a name="perms" id="perms"></a>Permissions and Sharing</h3> <p>These settings determine who—and what level access—each member of your project team has to the projects you create using this Blueprint.</p> <p><img alt="Smartsheet Control Center Permissions and Sharing" data-entity-type="file" data-entity-uuid="6e65d8fa-6549-4e79-93bc-5f017f4dea37" src="/sites/default/files/inline-images/SCC_blueprint_perms.png" width="580" height="265" loading="lazy" /></p> <p><strong>Permissions:</strong> Smartsheet items must have a single owner, either be the Primary Lead or the Project Creator. Use Primary Lead as the default. Program Leads will have Admin permission.</p> <p><strong>Sharing: </strong>Additional users and groups may have different levels of permission on the project. These are in addition to permissions that already exist on the workspace. Users or groups granted permissions in Sharing have access to all items in the project.</p> <p>Projects can be shared with users specified in Intake Profile Data. This is configured as part of the Customize Profile Data screen.</p> <p><strong>Advanced: </strong>Use the advanced section to share a specific templates with a user or group, rather than sharing the entire project.</p> <p>Click <strong>Save</strong> in the lower-right corner of the wizard save your Blueprint. You can now edit your Blueprint, delete it, or create new projects. </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 11/09/2018 - 11:43</span> Fri, 09 Nov 2018 19:43:55 +0000 gwyneth.casazza@smartsheet.com 2478876 at https://help.smartsheet.com