Introduction to Control Center

Smartsheet Control Center overview

APPLIES TO

  • Business
  • Enterprise
  • Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED CAPABILITIES

Who can use this capability?

You must be a paid user to access Smartsheet Control Center.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

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

If you want to do this

Follow these steps

Create a blueprint source folder

  • Select the + icon on the left navigation bar.

  • Select Workspace.

  • Name this source folder as the business you want to track.
  • Include all the sheets, reports, and dashboards you want to use as templates for future projects.
Create an intake sheet
  • Select the workspace or blueprint source folder for the intake sheet to live in.
  • Select +Add > Sheet > Grid
  • Name and customize your sheet as needed.
Set up profile data
  • In the first row of the sheet, and in the Primary column, include the word Summary.
  • Add each profile data element under an indented row right below Summary.
Create a new program
  • Log in to Control Center.
  • Use the three-line menu icon in the upper left corner to access the left panel.
  • Select New Program.
Switch between programs
  • Access the left panel using the three-line menu icon in the upper left corner.
  • Select the name of the program you want.
     
Identify the program and get information
  • The program name appears at the top of the page, right below the title Control Center.
  • Select the i for more information about the program.
Create a blueprint
  • Create your blueprint source folder.
  • Open Control Center.
  • Select a program or create a new one.
  • Select Manage Program > + New Blueprint.
  • Use the blueprint wizard to configure the blueprint.
Create a new project
  • Select the program where you’re adding a new project.
  • Select Create project.
  • Follow the steps in the wizard.
Log out of Control Center
  • Select Account in the upper-right corner of the window.
  • Select Sign out.

Access Smartsheet Control Center

APPLIES TO

  • Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Log in to Smartsheet Control Center

  1. Access Control Center or use the Launcher in the lower-left corner of Smartsheet.
  2. Select Log in with Smartsheet. Enter your Smartsheet email and password.
  3. Select Allow to give Control Center permission to access your Smartsheet account.

 

You have different options depending on your level of access.

 

If you are a Program Lead, consider creating a Smartsheet portal for the people who need to access Control Center. Include key information about your program and a link for access.

Grant access to Control Center programs

You have two ways of allowing access to Smartsheet Control Center:

  • Access for individuals
  • Access for a Smartsheet group 

Smartsheet groups make user management easier. Only Program Leads can grant Control Center access. 

To grant access to a program:

  1. In Smartsheet Control Center, select Manage Program. 
  2. Next to the name of your program, click the Information icon.
  3. On the right panel, click Edit.
  4. Type the email addresses of the people you want to add. 

Control Center user type restrictions

Limits apply to each user type in Control Center:

  • Include up to 5 Program Leads. Individually add their email addresses.
  • Include up to 10 Project Creators. Fill the slot with an individual email address, a Smartsheet Group (everyone in the group is a Project Creator), or an entire company domain (everyone in the domain is a Project Creator).

Using Smartsheet Groups with Control Center

Smartsheet Groups make access management easier. Program Leads can simply add and remove users to the group to grant access.

Program Leads can use the Program Information window in Control Center to document which Smartsheet groups have access to the program. To view program information, click the Information icon next to the program name.

View of the Control Center Information icon.

 

Advanced Resources