With Smartsheet Control Center, you can manage the entire lifecycle of your portfolio and all of the projects and processes that are part of it....
Find/Replace Global Updates updates values in project sheets and templates. To use Find/Replace, provide a Find value and a Replace value....
Project profile data serves as high-level information for projects in your portfolio....
Use Control Center Global Updates to make column changes to sheet templates and roll those changes out across all existing projects....
As you start working with programs and projects in Smartsheet Control Center, you may need a help finding your way around....
Access requirements and best practices for managing Smartsheet Control Center users.
In Control Center, you can create a Blueprint to ensure that your team consistently completes the same tasks, tracks the same metrics, and reports on ...
Blueprints provide the basic structure for the projects and processes that drive your organization....
Create and view portfolio-level metrics about your projects with a Blueprint Summary sheet....
The Blueprint Source Folder contains templates for the sheets, reports, and dashboards that are created each time you add a project....
An Intake Sheet uses the data collected to populate the Summary section (or profile data) of your project sheets automatically....
Each Control Center program can have only one Primary Lead....
Project profile data (or metadata) is the high level information about all of your projects: it provides a synopsis of the project....
Project Archiving makes Smartsheet Control Center a full project lifecycle management tool: it enables Program Leads to automate and manage archiving,...
Control Center helps you quickly kick off new projects. You can reuse templates to create the same sheets, reports, and dashboards....
As a part of Smartsheet Control Center, Global Updates enables business users to easily update project templates and cascade those changes automatical...
Definition
Multi-tier solution
Single-tier solution with no Portfolio WorkApps usage
Solutions created before the launch of Portfolio...
Once a project has been provisioned from Smartsheet Control Center, you’ll use the standard Smartsheet sharing processes to make sure that stakeholder...
Global Updates: Dashboards allows you to make changes to your dashboard templates and roll changes out across all existing projects....
The Global Updates Reports capability in Smartsheet Control Center allows you to make changes to your report templates and roll those changes out acro...
Typically, you create a report in Smartsheet with entire workspaces in scope....
You must be a primary or additional lead to delete blueprints. Before you delete a blueprint you must, delete the associated projects....
Delete the project folder for the provisioned project from the Project Workspace....
Go to Control Center > Manage Program > Global Updates.
Select New Update in the top right of the screen....
Create your parent projects before creating child projects.
The Blueprint Summary sheets for each parent list only the children for that parent....
Learn more about Blueprint Source Folders.
Select or create a workspace for your Portfolio.
In the workspace, create a folder for the Portfolio....
New to Smartsheet Control Center? Start here....
The Portfolio WorkApp includes portfolio-level information, an intake sheet to help you provision multiple projects, and a project list that shows all...
You can incorporate Resource Management by Smartsheet (Resource Management or RM in this article) into your Control Center managed solution....
In Smartsheet Control Center, you can manually create projects as needed, or you can provision them automatically when they’re approved....