Download smartsheet

About Leadership Team Customers Partners Careers Case StudiesPress Releases Webinars Events & Tradeshows Products OnePager Pro (for Microsoft Project) OnePager Express (for Microsoft Excel)OnePager Bundle (for Smartsheet, Primavera P6, Project, or Excel) Examples How To... By Industry Pricing Trial Buy Now Get a Quote Support License Keys Support VideosTraining FAQs Submit a TicketMore... Blog Free Trial Build a phase gate timeline from your Smartsheet projects using OnePager If you are a Smartsheet user and need to track key milestones or phase gates across multiple projects, OnePager gives you a way to present them in a simple, data-driven timeline. OnePager imports the key milestones directly from Smartsheet and builds a phase gate timeline in just a few minutes. 15-Day Free Trial OnePager integrates with Smartsheet to create eye-catching, data-driven timelines in flash. Once you have imported your Smartsheet plan into OnePager, you can adjust shapes, colors, swimlanes, layouts, and more. Don't have OnePager yet? Download a 15-day trial and follow along with the instructions below to get started: Begin by opening your first Smartsheet plan. This example shows several phases, each with a phase gate milestone that we want to display on our timeline. You can filter your Smartsheet project so that only selected tasks and milestones appear in your timeline. To do this, we've added a OnePager checkbox field to Smartsheet, checked the boxes next to each phase gate milestone, and saved the Smartsheet project: To add a checkbox column to Smartsheet, right-click on the Task Name column, choose Insert Column Left, and create a Checkbox column named OnePager. If you plan to build your phase gate timeline from multiple Smartsheet projects, repeat the previous step so that all of the Smartsheet projects feeding the timeline have their phase gates checked for import into OnePager. Now, go to your desktop or Windows Start menu, and launch OnePager: When the OnePager start screen appears, click on New to start building a new timeline from Smartsheet: On the import wizard, choose Select > BROWSE Smartsheet: If you've never logged into Smartsheet from OnePager before, Smartsheet will ask you for your username and password: After logging in, Smartsheet will ask you whether you want to Allow OnePager to access your Smartsheet data. Once you click Allow, OnePager should be able to log into Smartsheet automatically going forward so that you don't have to keep entering your username and password each time. Now, select

Assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described here.Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.To ensure parity in user role assignments between Smartsheet and Microsoft Entra ID, it is recommended to utilize the same role assignments populated in the full Smartsheet user list. To retrieve this user list from Smartsheet, navigate to Account Admin > User Management > More Actions > Download User List (csv).To access certain features in the app, Smartsheet requires a user to have multiple roles. To learn more about user types and permissions in Smartsheet, go to User Types and Permissions.If a user has multiple roles assigned in Smartsheet, you MUST ensure that these role assignments are replicated in Microsoft Entra ID to avoid a scenario where users could lose access to Smartsheet objects permanently. Each unique role in Smartsheet MUST be assigned to a different group in Microsoft Entra ID. The user MUST then be added to each of the groups corresponding to roles desired.If you need additional roles, you can update the application manifest to add new

You must be signed in as a super administrator for this task.Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.Set up SSO via SAML for SmartsheetHere's how to set up single sign-on (SSO) via SAML for the Smartsheet application.Step 1: Set up Smartsheet as a SAML 2.0 service provider (SP) Sign in with a super administrator account to the Google Admin console.If you aren’t using a super administrator account, you can’t complete these steps. Click the Download button to download the Google IdP metadata and the X.509 Certificate. In a new browser tab, start your Smartsheet application. From the Account Admin​ form, select Security Controls​. Click the Edit ​button in the Authentication s​ection to open the Authentication form. Paste the value for Smartsheet Login URL ( into the ACS URL field. Confirm that your domain name ( is included in the URL in the Entity ID and the Start URL fields. Click Save to save the Federated Web single sign-on Configuration details and proceed to the next section to set up Google as a SAML identity provider (IdP). Step 2: Set up Google as a SAML identity provider (IdP) Sign in with a super administrator account to the Google Admin console.If you aren’t using a super administrator account, you can’t complete these steps. Click Add appSearch for apps. Enter Smartsheet in the search field. In the search results, hover over the Smartsheet SAML app and click Select. On the Google Identity Provider details page, click Continue. There are two ways to collect the Service provider Setup information: You can copy the Entity ID and the Single Sign-On URL field values and download the X.509 Certificate, paste them into the appropriate service provider Setup fields. or You can download the IDP metadata, upload it into the appropriate service provider Setup fields. In the Service provider details section, enter the following URLs into the Entity ID, ACS URL, and Start URL fields: ACS URL: Entity ID: Start URL: Leave Signed Response unchecked. When the Signed Response checkbox is unchecked, only the

TemplateExcel | Smartsheet Conference Planning Worksheet This template for event planning and budgeting is used to calculate costs and incomes for a large conference. It offers a sample event budget for a multi-day conference event, and automatically calculates planned and actual costs for venue rentals, audio-visual equipment, speaker fees, hotel rooms, food and beverages for each day of the conference, printing and signage, and more. Use this worksheet to manage more complex, offsite events that span multiple days, and that involve speakers and guests from a variety of locations. Download Conference Planning WorksheetExcel | Smartsheet Improve Event Budget and Campaign Planning with Smartsheet for Marketing The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today. Additional Resources

Projected schedule, budget, and resource requirements. Utilizing this template ensures the accurate and efficient capture of all necessary information so that project sponsors and other stakeholders are more likely to accept your project proposal. Microsoft Word Project Initiation Template Download the Project Initiation Template for Microsoft WordEnsure clear project direction and alignment among team members and stakeholders with this Microsoft Word project initiation template. To kick-start your project, simply fill in the template’s sections, including Program Objectives, Establish Project Selection Criteria, Measure Project Performance, Enable Project Delivery, Build the Project Management Discipline, and Facilitate Communication. This customizable template allows for easy customization to fit specific project requirements, saving time and effort during the project initiation phase. Take Hold of Your Project Plans With Real-Time Work Management in Smartsheet From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.