Use this article as a guide to available resources as you get started creating blueprints and establishing a project intake process....
Find/Replace Global Updates updates values in project sheets and templates. To use Find/Replace, provide a Find value and a Replace value....
Use profile data to:
Define the project with values such as Project Name, Description, Owner, Budget, Due Date
Create status tracking metrics or KP...
In Control Center, you have the following options to make column-level changes to your project sheets and templates:
Add new column
Modify existing...
Use the following table to help orient yourself and get up to speed with where things are located and what they’re called....
Access requirements and best practices for managing Smartsheet Control Center users.
Blueprints also provide flexibility....
Blueprints provide the basic structure for the projects and processes that drive your organization....
In a blueprint summary sheet, you can also track:
Total number of projects in a particular phase
Total budget for all the projects
Health and fore...
Templates are the building blocks for a blueprint. There must be at least one template in the blueprint source folder....
An Intake Sheet uses the data collected to populate the Summary section (or profile data) of your project sheets automatically....
The Primary Lead owns the following key assets....
Use project profile data to do the following:
Define the project with values such as Project Name, Description, Owner, Budget, Due Date
Create stat...
Once you've configured Control Center, you can launch robust, organized projects....
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...
Use Global Updates when you have made the following changes to a dashboard template:
Updated colors or branding on the dashboard
Revisions to dashb...
Use Global Updates when you’ve made the following changes to a report template:
Deleted or added new columns
Changed column order or width
Changed...
When you use dynamic report scope, it gets updated to include the specified templates in all the active projects—those already created and those you c...
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....
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....
Multi-tier provides significant benefits:
Child blueprint projects are created in the parent workspace....
The Portfolio WorkApp includes portfolio-level information, an intake sheet to help you provision multiple projects, and a project list that shows all...
Things to know before you start
Changing 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....