The following table shows you how to navigate Smartsheet Control Center....
Navigate to your selected program in Control Center, select Manage Program > Global Updates > Find/Replace. Name your update....
Use profile data to: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status tracking metrics or KPIs w...
With Global Updates in Control Center, you can make column-level changes to your project sheets and templates with options to Add new column or Modify...
Access requirements and best practices for managing Smartsheet Control Center users.
Blueprints also provide flexibility....
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....
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...
Templates are the building blocks for a blueprint. The blueprint source folder must include at least one template....
An intake sheet uses the data collected to automatically populate your project sheets' Summary section (or profile data)....
Assign a service account instead of an individual as the Primary LeadA recommended best practice is to use a dedicated service account (created within...
Use project profile data to do the following: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status t...
Control Center is a premium offering available for purchase to Smartsheet customers using a Business plan or higher....
Once you've configured Control Center, you can launch robust, organized projects....
Before you create and run Global Updates, familiarize yourself with the available Global Update types and their capabilities....
Only Enterprise plan users have access to Portfolio WorkApps....
Once a project has been provisioned from Smartsheet Control Center, you’ll use the standard Smartsheet sharing processes to make sure that stakeholder...
Use Global Updates when you have made the following changes to a dashboard template: Updated colors or branding on the dashboardRevisions to dashboard...
Use Global Updates when you’ve made any of the following changes to a report template: Deleted or added new columnsChanged column order or widthChange...
Dynamic report scope updates to include the specified templates in all the active projects that you've already created and that you create later....
You must be on an Advance plan to access this feature with unlimited programs and blueprints in Control Center....
Anyone invited can use a WorkApp. You must have a Smartsheet Advance or Smartsheet Advanced Work Management plan to create and edit WorkApps....
You must be a Primary or Additional Lead to delete blueprints. Before you delete a blueprint, you must delete the associated projects....
You can't recover deleted projects in Smartsheet Control Center. Use the archive function if you want to preserve project data....
In Control Center, select the program where you want to apply the update....
Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.
You must be a Primary Lead in Control Center and contact your account team to configure Multi-tier....
Multi-tier provides significant benefits: Child blueprint projects are created in the parent workspace....
People who are shared to a WorkApp can view and use the app as per the roles assigned to them by the app builder....
Before you startChanging column names after you connect Resource Management to Control Center can break your deployment....
In Smartsheet Control Center, manually create projects as needed or provision them automatically when they’re approved....