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Generate Documents & Control Center
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
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Global Fields are not being linked, why?
In my blueprint, the profile summary fields are not being linked properly and I cannot figure out how to fix it without going one by one. See the images for examples. This is for over 10 fields, but I cannot screenshot all due to data leakage. The field is on the intake sheet, but not the metric sheet which feeds into all…
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Smartsheet Control Center - Delete Predecessors
Hi all! I have a question about control center. I want to make a global update but it's not possible in a predecessors column. Context: ~1200 projects already provisioned ~500 have data related to the predecessors we don't want to lose So I THINK I can remove the predecessors from the blueprint sheet itself and then…
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Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a single…
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Control Center Templates
Hello, I am just looking for some advice on building my template project set. Within my template, I have two sheets, two reports and a dashboard with a metrics sheet. Would it be best practice to pull my metrics into my metadata sheet and have all of my dashboard data pull from the metadata / intake sheet or have the…
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Can I use control center to add a start date to a project with dependencies?
We use control center to provision new projects. Our work plan template has a predefined project schedule using dependencies. Row 22 (after the navigation and summary rows) is "Manager set schedule", and is automatically assigned to the manager from the project intake sheet. The intent is for the manager to adjust the…
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Control Center Blueprint Report Point to New Workspace
Hi, I think what I'm trying to do isn't support in Control Center, but I want to verify. For a Control Center blueprint that creates a new workspace for each project, is it possible to have a report in the blueprint automatically point to the newly created workspace as a source? I don't think you can, but let me know if…
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How do I fix cell links from breaking after adding a new template sheet in Control Center?
We have a blueprint set up that has a summary section with cell links in our template sheets to navigate between the other template sheets/dashboard for our provisioned projects. We also have project metadata sheets that hold data we want to show in the summary sections. I recently had to create a new template sheet to…
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HubSpot/Smartsheet Integration with Control Center
Hi all, We are looking to leverage the integrations between HubSpot & Smartsheet to kickoff our new client implementation process, by way of the Control Center. I am not familiar with HubSpot but have been doing some research and will be meeting with our Sales team to learn more about HubSpot functionality. Basically, we…
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How to duplicate multiple reports at once and rename into another folder
I have over 20 reports for each dashboard to duplicate into another workspace folder. I have 6 new dashboards to duplicate and 20 reports for each dashboard. currently, I have to open each report, rename and save to a new folder. How can this be more automated? I looked at Control Center and not sure I see that being a…