Smartsheet Control Center

Smartsheet Control Center

Smartsheet Control Center Overview

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....

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

Project profile data serves as high-level information for projects in your portfolio....

Control Center Global Updates: Columns

Use Control Center Global Updates to make column changes to sheet templates and roll those changes out across all existing projects....

Smartsheet Control Center: Get Oriented

As you start working with programs and projects in Smartsheet Control Center, you may need a help finding your way around....

Access Smartsheet Control Center

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

Smartsheet Control Center: Blueprints at a Glance

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 ...

Smartsheet Control Center: Create a Blueprint

Blueprints provide the basic structure for the projects and processes that drive your organization....

Smartsheet Control Center: Set Up a Blueprint Summary Sheet

Create and view portfolio-level metrics about your projects with a Blueprint Summary sheet....

Smartsheet Control Center: Blueprint Source Folder Overview

The Blueprint Source Folder contains templates for the sheets, reports, and dashboards that are created each time you add a project....

Smartsheet Control Center: Set up an Intake Sheet

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

Control Center: Managing the Primary Lead role

Each Control Center program can have only one Primary Lead....

Smartsheet Control Center: Define and Track Your Project with Project Profile Data

Project profile data (or metadata) is the high level information about all of your projects: it provides a synopsis of the project....

Smartsheet Control Center: Project Archiving FAQ

Project Archiving makes Smartsheet Control Center a full project lifecycle management tool: it enables Program Leads to automate and manage archiving,...

Smartsheet Control Center: Create a Project

Control Center helps you quickly kick off new projects. You can reuse templates to create the same sheets, reports, and dashboards....

Smartsheet Control Center: Make Global Updates to Your Projects

As a part of Smartsheet Control Center, Global Updates enables business users to easily update project templates and cascade those changes automatical...

Smartsheet Control Center limitations

Definition Multi-tier solution Single-tier solution with no Portfolio WorkApps usage Solutions created before the launch of Portfolio...

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

Global Updates: Dashboards allows you to make changes to your dashboard templates and roll changes out across all existing projects....

Control Center Global Updates: Reports

The Global Updates Reports capability in Smartsheet Control Center allows you to make changes to your report templates and roll those changes out acro...

About Dynamic Report Scope

Typically, you create a report in Smartsheet with entire workspaces in scope....

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 a project from Control Center

Delete the project folder for the provisioned project from the Project Workspace....

Control Center Global Updates: Update Reporting

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

Create Multi-Tier Projects in Smartsheet Control Center

Create your parent projects before creating child projects. The Blueprint Summary sheets for each parent list only the children for that parent....

Configure Smartsheet Control Center for Multi-Tier

Learn more about Blueprint Source Folders. Select or create a workspace for your Portfolio. In the workspace, create a folder for the Portfolio....

About Smartsheet Control Center Multi-Tier

New to Smartsheet Control Center? Start here....

Build WorkApps with Smartsheet Control Center

The Portfolio WorkApp includes portfolio-level information, an intake sheet to help you provision multiple projects, and a project list that shows all...

Resource Management for Control Center

You can incorporate Resource Management by Smartsheet (Resource Management or RM in this article) into your Control Center managed solution....

Control Center: Automated project provisioning

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