Smartsheet Control Center

Smartsheet Control Center

Smartsheet Control Center overview

The following table shows you how to navigate Smartsheet Control Center....

Control Center Global Updates: Find / Replace

Navigate to your selected program in Control Center, select  Manage Program > Global Updates > Find/Replace. Name your update....

Control Center Global Updates: Profile data

Use profile data to: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate status tracking metrics or KPIs w...

Control Center Global Updates: Columns

There are two ways to use Global Updates to add a new column. You can create a new column or use an existing one from the template....

Access Smartsheet Control Center

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

Smartsheet Control Center: Blueprints at a glance

Blueprints also provide flexibility....

Smartsheet Control Center: Create a blueprint

To create a blueprint, you need a blueprint source folder containing at least one sheet, report, or dashboard to serve as the source template....

Smartsheet Control Center: Set up a blueprint summary sheet

In a blueprint summary sheet, you can also track:  Total number of projects in a particular phaseTotal budget for all the projectsHealth and fore...

Smartsheet Control Center: Blueprint source folder overview

Templates are the building blocks for a blueprint. The blueprint source folder must include at least one template....

Smartsheet Control Center: Set up an intake sheet

An intake sheet uses the data collected to automatically populate your project sheets'  Summary section (or profile data)....

Control Center: Managing the Primary Lead role

Assign a service account instead of an individual as the Primary LeadA recommended best practice is to use a dedicated service account (created within...

Control Center: Define and track projects with profile data

Use project profile data to do the following: Define the project with values such as Project Name, Description, Owner, Budget, Due DateCreate sta...

Smartsheet Control Center: Project Archiving FAQ

Control Center is a premium offering available for purchase to Smartsheet customers using Business, Enterprise, or Advanced Work Management plans....

Smartsheet Control Center: Create a project

Once you've configured Control Center, you can launch robust, organized projects....

Smartsheet Control Center: Make Global Updates to your projects

Before you create and run Global Updates, familiarize yourself with the available Global Update types and their capabilities.  Global Updates off...

Smartsheet Control Center limitations

Only Enterprise plan users have access to Portfolio WorkApps....

Smartsheet Control Center FAQ

As a Primary Lead or Additional Lead you can manage or updates existing Control Center programs....

Control Center Global Updates: Dashboards

Use Global Updates when you have made the following changes to a dashboard template: Updated colors or branding on the dashboardRevisions to dashboard...

Control Center Global Updates: Reports

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...

Smartsheet Control Center glossary

TermDescriptionAdditional LeadA user who can access Control Center and has permissions to delete blueprints and manage programs, but isn’t the Primary...

Control Center Global Updates: Update profile data

In Control Center, select the program where you want to apply the update....

Control Center best practices

Explore best practices for optimizing efficiency and scalability when building blueprints and programs in Control Center.

Portfolio reports

Portfolio reports let you pull data from project templates across one or more portfolios or Control Center programs into a single report....

Control Center: Troubleshooting FAQ

Useful termsRefer to these terms to understand the error messages, causes, and the steps included in the troubleshooting guide to fix these errors....

Create a program with Smartsheet Control Center

You must be on an Advance plan to access this feature with unlimited programs and blueprints in Control Center....

Portfolio WorkApps troubleshooting FAQ

Anyone invited can use a WorkApp. You must have an Enterprise or Smartsheet Advanced Work Management plan to create and edit WorkApps....

Control Center: Delete a blueprint

You can't undo this action. Once you delete a blueprint, you can't recover it. You must be a Primary Lead or Additional Lead to delete blueprints....

Delete projects from Smartsheet Control Center

  You can't recover deleted projects in Smartsheet Control Center. Use the archive function if you want to preserve project data....

Create multi-tier projects in Smartsheet Control Center

Guiding advanced users in structuring and managing complex projects within Smartsheet Control Center.

Configure Smartsheet Control Center for multi-tier

You must be a Primary Lead in Control Center and contact your account team to configure multi-tier....

Build WorkApps with Smartsheet Control Center

People shared to a WorkApp can view and use the app as per the  roles assigned to them by the app builder....

Resource Management for Control Center

Before you startChanging column names after you connect Resource Management to Control Center can break your deployment.  Renaming your sheet upd...

Control Center

Automate and scale your project portfolio with Control Center. (Available in English)