Smartsheet Control Center

Smartsheet Control Center

Enable consistency of work execution with reduced operational risk.

Smartsheet Control Center overview

Use this article as a guide to available resources as you get started creating blueprints and establishing a project intake process....

Control Center Global Updates: Find / Replace

Find/Replace Global Updates updates values in project sheets and templates. To use Find/Replace, provide a Find value and a Replace value....

Control Center Global Updates: Profile data

Use profile data to: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status tracking metrics or KPIs w...

Control Center Global Updates: Columns

You must be a user on a plan to access Smartsheet Control Center....

Smartsheet Control Center: Get oriented

Use the following table to learn to navigate Smartsheet Control Center. To do thisFollow these stepsCreate a new programLog in to Control Center....

Access Smartsheet Control Center

Access requirements and best practices for managing Smartsheet Control Center users.

Smartsheet Control Center: Blueprints at a glance

Blueprints also provide flexibility....

Smartsheet Control Center: Create a blueprint

You need a blueprint source folder, and it must contain at least one sheet, report, or dashboard to serve as the source template for your blueprint....

Smartsheet Control Center: Set up a blueprint summary sheet

In a blueprint summary sheet, you can also track: Total number of projects in a particular phaseTotal budget for all the projectsHealth and forecast c...

Smartsheet Control Center: Blueprint source folder overview

Templates are the building blocks for a blueprint. There must be at least one template in the blueprint source folder....

Smartsheet Control Center: Set up an intake sheet

An intake sheet uses the data collected to automatically populate the Summary section (or profile data) of your project sheets....

Control Center: Managing the Primary Lead role

The Primary Lead is the Owner or Admin of the following key assets....

Smartsheet Control Center: Define and track your project with project profile data

Use project profile data to do the following: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status t...

Smartsheet Control Center: Project Archiving FAQ

Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher....

Smartsheet Control Center: Create a project

Once you've configured Control Center, you can launch robust, organized projects....

Smartsheet Control Center: Make Global Updates to your projects

As your project progresses, you may need additional information to keep the project running smoothly....

Smartsheet Control Center limitations

Smartsheet Control Center without Portfolio WorkAppsSmartsheet Control Center with Portfolio WorkAppsDefinitionMulti-tier solutionSingle-tier solution...

Smartsheet Control Center FAQ

Once a project has been provisioned from Smartsheet Control Center, you’ll use the standard Smartsheet sharing processes to make sure that stakeholder...

Control Center Global Updates: Dashboards

Use Global Updates when you have made the following changes to a dashboard template: Updated colors or branding on the dashboardRevisions to dashboard...

Control Center Global Updates: Reports

Use Global Updates when you’ve made the following changes to a report template: Deleted or added new columnsChanged column order or widthChanged the s...

About dynamic report scope

Dynamic report scope updates to include the specified templates in all the active projects that you've already created and that you create later....

Create a program with Smartsheet Control Center

You must be on an Advance plan to access this feature with unlimited programs and blueprints in Control Center....

Portfolio WorkApps troubleshooting FAQ

Anyone invited can use a WorkApp. You must have a Smartsheet Advance plan to create and edit WorkApps....

Control Center: Delete a blueprint

You must be a Primary or Additional Lead to delete blueprints. Before you delete a blueprint you must delete the associated projects....

Delete projects from Smartsheet Control Center

You can't recover deleted projects in Smartsheet Control Center. Use the archive function if you want to preserve project data....

Control Center Global Updates: Update reporting

Go to Control Center > Manage Program > Global Updates. Select New Update in the top right of the screen. Select Add Profile Data > Next....

Create Multi-Tier projects in Smartsheet Control Center

Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.

Configure Smartsheet Control Center for Multi-tier

You must be a Primary Lead in Control Center to configure multi-tier. Learn more about Blueprint source folders....

About Smartsheet Control Center multi-tier

Multi-tier provides significant benefits: Child blueprint projects are created in the parent workspace....

Build WorkApps with Smartsheet Control Center

People who are shared to a WorkApp will be able to view and use the app as per the roles assigned to them by the app builder....

Resource Management for Control Center

Before you startChanging column names after you connect Resource Management to Control Center can break your deployment....

Control Center: Automated project provisioning

In Smartsheet Control Center, manually create projects as needed or provision them automatically when they’re approved....