Optional links provide users with a quick method of switching between items in the project. IMPORTANT: In Smartsheet, you must save your Blueprint templates as sheets, not as smartsheet templates. You can learn more about Profile Data here: Smartsheet Control Center: Define and Track Your Project with Project Profile Data. Placeholders help you find errors or omissions when you create a Blueprint.
BLUEPRINT TITLE TEMPLTE UPDATE
When you create a project, update these with the correct values. To do this, set the formatting in your templates before you create new projects.Ĭreate placeholder values for Intake Profile Data, such as > in the above image. TIP: You can format the summary data rows to highlight the Profile Data. The Summary section must follow the rules for profile data. This information is populated from the Intake sheet. Profile Data is displayed in the upper portion of your template sheets under a parent row called Summary. Summary Section (Profile Data) Simple task sheet Control Center allows up to 75 templates.Ī sheet template contains the structure (which will be maintained each time the Blueprint is used) for a core aspect of your process.When you create a Blueprint, you can specify which templates are optional or required. Limit access to the folder so only Program Leads can make changes. Place your Blueprint Source Folder in the Admin workspace.
Project folder with project specific sheets. Source Blueprint Folder showing templates. When you create the project, you can add prefixes or suffixes that will make them more identifiable. Name individual templates based on their function (some examples include: Tasks, Budget, Dashboard, Milestone Report). When your project folders are created from the Blueprint, they will inherit the folder name and they will have the same project-specific prefixes or suffixes added (see the images below for an example). Name your Blueprint Source Folder after the business process you want to track (some examples include: Installation, IT Project, Store Opening, Customer Account).
Name Your Blueprint Source Folder and Templates Use cell links, cross-sheet formulas, and hyperlinks to share information and create an integrated set of templates. There must be at least one template in the Blueprint Source Folder.īlueprints with multiple sheets, reports, and dashboards can work together to implement powerful business processes. Templates are the building blocks for a Blueprint.
The templates help standardize business processes followed by every project, maintaining consistency in execution and reporting. The Blueprint Source Folder contains templates for the sheets, reports, and dashboards that are created each time you add a project.
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