Use this article as a guide to available resources as you get started creating blueprints and establishing a project intake process....
Navigate to your selected program in Control Center, select Manage Program > Global Updates > Find/Replace....
Use profile data to: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status tracking metrics or KPIs w...
You must be a user on a plan to access Smartsheet Control Center....
Use the following table to learn to navigate Smartsheet Control Center. To do thisFollow these stepsCreate a new programLog in to Control Center....
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. There must be at least one template in the blueprint source folder....
An intake sheet uses the data collected to automatically populate the Summary section (or profile data) of your project sheets....
The Primary Lead is the Owner or Admin of 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 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....
As your project progresses, you may need additional information to keep the project running smoothly....
Smartsheet Control Center without Portfolio WorkAppsSmartsheet Control Center with Portfolio WorkAppsDefinitionMulti-tier solutionSingle-tier solution...
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 the following changes to a report template: Deleted or added new columnsChanged column order or widthChanged the s...
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 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....
Go to Control Center and select the program where you want to apply the update. Select Manage Program > Global Updates....
Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.
You must be a Primary Lead in Control Center to configure multi-tier. Learn more about Blueprint source folders....
Multi-tier provides significant benefits: Child blueprint projects are created in the parent workspace....
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....
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....