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

Skip to main content This browser is no longer supported. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Configure Smartsheet for automatic user provisioning Article03/25/2024 In this article -->The objective of this article is to demonstrate the steps to be performed in Smartsheet and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to Smartsheet. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.Capabilities supportedCreate users in SmartsheetRemove users in Smartsheet when they do not require access anymoreKeep user attributes synchronized between Microsoft Entra ID and SmartsheetSingle sign-on to Smartsheet (recommended)PrerequisitesThe scenario outlined in this article assumes that you already have the following prerequisites:A Microsoft Entra tenant.A user account in Microsoft Entra ID with permission to configure provisioning (like Application Administrator, Cloud Application Administrator, or Application Owner).A Smartsheet tenant.A user account on a Smartsheet Enterprise or Enterprise Premier plan with System Administrator permissions.System Admins and an IT Administrator can set up Active Directory with SmartsheetStep 1: Plan your provisioning deploymentLearn about how the provisioning service works.Determine who will be in scope for provisioning.Determine what data to map between Microsoft Entra ID and Smartsheet.Step 2: Configure Smartsheet to support provisioning with Microsoft Entra IDBefore configuring Smartsheet for automatic user provisioning with Microsoft Entra ID, you will need to enable SCIM provisioning on Smartsheet.Sign in as a System

The project(s) that you want to import from Smartsheet. If you want to import more than one project, you can hold down the Ctrl key to select multiple Smartsheet projects at once: With your Smartsheet projects selected, give your timeline a name, and click Next: Double-check that the Smartsheet columns OnePager has selected are the ones that you want to use, then click Create new chart: OnePager will import the selected milestones from your different Smartsheet projects, and create a chart that initiallly looks like this. In the following steps, we'll show you how to customize colors and layouts. Customizing Colors and Layouts The initial chart that we created from Smartsheet is good, but we might want to add some color and adjust the layout so that it is in more of a timeline format instead of a Gantt chart. The instructions in this section will show you how. We want our chart to have a single row for each Smartsheet project, with all milestones for a given project lined up in sequence. To do this, go to Home > Chart Properties > Rows/Swimlanes and change the Task Layout to a Timeline based on the Project Name: Click OK and the timeline will now look like this, with all of the milestones in a single row for each Smartsheet project: Next, we'll use conditional formatting to assign a unique shape and color to each phase gate, so that it will be easy to identify the same milestones across multiple Smartsheet projects. Go to Home > Chart Properties > Milestones and click the Manage Rules button. Once the conditional formatting editor appears, we'll set up a color and symbol rule based on the task name in Smartsheet: Click OK twice, and OnePager will apply the conditional formatting rules to your Smartsheet data so that each milestone automatically takes on a new color and symbol: Now that we have milestones that clearly define each phase gate, we don't need the name of the milestone in the chart anymore. Instead, we can replace it with the finish date for each phase gate. To do this, go to Home > Chart Properties > Milestones. Turn off the Milestone Labels, and turn on the Date Labels instead, and then click OK: Click OK one final time, and OnePager will replace your milestone names with milestone dates, straight from Smartsheet:: That's it! OnePager makes it easy

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 want to import milestones from Smartsheet, remember to make sure their duration is set to 0 days; otherwise, Office Timeline will import them as tasks by default.You can also choose to import 1-day (or less) tasks as milestones. Click Settings on the Office Timeline Ribbon and then go the Import tab to activate this option.II) How to import Sub-swimlanes from Smartsheet (Plus feature)Once you’re familiar with importing your Smartsheet plan as a Swimlane slide, creating Sub-swimlanes from your online sheet is easy since the process is quite similar. Below you can see an example of how to set up your Smartsheet plan to import it into nested Swimlanes:StepsOnce you have a “Swimlane” column filled out in your Smartsheet plan, add another one called “Sub-swimlane” next to it. You will use this new column to define the sub-lanes.Note: Naming this new column “Sub-swimlane” will help Office Timeline detect and map it automatically when loading your Smartsheet data into Microsoft PowerPoint.In this new column, type in the name of the sub-swimlane you’d like each of your tasks and/or milestones to belong to. Items that belong to the same Swimlane (“parent” lane) and have identical Sub-swimlane names will be grouped in the same “child” lane when importing.If you wish to keep some “standard” Swimlanes – without any nested lanes, simply leave the corresponding Sub-swimlane fields empty:Note: Inside the same Swimlane, either all tasks can be grouped in sub-lanes or none at all. When importing, if some of the items inside a Swimlane don’t belong to any sub-lane (while others do), we will automatically group them for you into a generic sub-swimlane.Once you’re done setting up your Smartsheet plan for nested Swimlanes, follow the usual Smartsheet import steps.Office Timeline will automatically transform your Smartsheet data into a visual PowerPoint slide with Swimlanes and Sub-swimlanes, which you can edit and style as needed.Quick tip: You can import sub-swimlanes from Smartsheet directly into an Office Timeline theme or template. This will help you save time customizing your slide.

Project management software for teams to plan, manage, and execute on work together. Regardless of the size or complexity of your project, Smartsheet provides a real-time view of tasks across entire projects. That's why companies around the world rely on Smartsheet as their project management tool.Try Smartsheet for Free Watch the Demo Benefits Clear Accountability As a project manager, Smartsheet empowers you and your team to know what's getting done and by whom, increasing agility, speed, and accountability. See More, Manage More With anytime, anywhere access and real-time dashboards, Smartsheet enables you to stay up to date on status and ensure no detail is missed. Deliver Work at Scale Whether managing projects for marketing, sales, product development, or IT teams, Smartsheet scales to fit the needs of any department, across all industries. Essential Capabilities Easy to Use With an intuitive spreadsheet interface, Smartsheet is easy to adopt. Import existing files from Excel, Microsoft Project, Google Spreadsheets, and Trello, or use one of our pre-built templates. Cloud Based See project status and collaborate on work in real-time - no more emailing static reports or updates. Manage remote teams and access tasks from anywhere, on any device. Collaborative Share your work with internal or external stakeholders and collaborate on entire project plans or individual tasks. Assign items, add comments, and set automatic reminders for regular updates. Multiple Views Manage projects the way that works for your team. Use grid to organize tasks; Gantt to create timelines; calendar to visualize due dates; and, card to create online Kanban boards. File Storage Bring context to project details by attaching files from your computer, Google Drive, OneDrive, Dropbox, Box, Evernote, and more, to create one location for project documentation. Scheduling Easily create interactive timelines with Gantt charts in Smartsheet. Turn on critical path and include