Multi-Tier Blueprints
We have Multi-Tier enabled. We will have three tiers.
Aside from manual provisioning, can we automate the lower level children to provision into their parent provisioned folders.
Example:
Top Level is Client. The next level is Program/Unit Type. The lowest level is the different Stages/Tranches. Client A provisions into the folder for Client A, similarly Client B provisions into the folder for Client B. That all is standard. But I want the Program/Unit Types for Client A to Provision into a folder below where the Client A has provisioned. Similarly, I would like each stage/tranch for Client A and Program/Unit type Alpha to provision under a folder below the provisioned folder for Program/Unit Type Alpha under the provisioned folder for Client A.
While I am sure this is possible with manual provisioning, can this selection be done via automations?
Answers
-
Hi @BStump
As a simple answer: Yes, this can be done automatically in Control Center!
There is a section in the Blueprint where you select if it's linked to a parent project or not.
If you would like some help or guidance with your specific configuration, I would recommend booking a Control Center Pro Desk session where you can go through this via screen share.
Cheers,
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
-
I belive in Control Centers settings close by, you can choose the location the toolkit is droprd
-
After great time and digging I finally found these:
https://help.smartsheet.com/articles/2482715-configure-control-center-multitier
https://help.smartsheet.com/articles/2482716-create-multi-tier-projects-control-center
-
@BStump random question, I realize you get this message with a child blueprint, but does the portfolio workapps work with the Parent blueprint still?
-
@Samuel Mueller I do not believe so, but I have not tried them.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.5K Get Help
- 402 Global Discussions
- 213 Industry Talk
- 450 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 135 Just for fun
- 56 Community Job Board
- 454 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives