Build WorkApps with Control Center

Prerequisites

• 您必须创建一个新订单rtfolio with a new blueprint to create programs that include WorkApps.
• Multi-tier child blueprints do not support Portfolio WorkApps
• Blueprints have a 50-page limit in WorkApps.

Control Center and WorkApps permissions

Control Centeradmins,additional leads, anduserscan manage WorkApps built via Control Center.

Userswho provision projects with Control Center can provision WorkApps for those projects and areadminson those WorkApps.

Control Centeradminsandadditional program leadsautomatically becomeportfolio adminson any portfolio, blueprint, or project WorkApps. Portfolio admins can:

• Reorder pages and permissions in the apps
• Add or remove users and groups
• Update app theme
• Republish app
• Add customized pages
• 添加或删除自定义角色

Build a WorkApp with Control Center

1. Add roles to your intake sheet

内容控制中心creates a WorkApp for each new program by default. Specify the WorkApp owner in a single or multi-select column in your intake sheet. You can also specify default WorkApp roles in the intake sheet.

2. Create a new Portfolio and Blueprint

1. Contact your CSM or Smartsheet Support to create a new Control Center Portfolio for you. Your contact will create a new portfolio and transfer it to you.
2. Open the newPortfolio. You will see a link to open the Portfolio WorkApp. The Portfolio WorkApp will be empty.
3. SelectNew Blueprintand follow the instructions on your screen.

3. Apply WorkApps settings

1. Advance through theBlueprint Builderto theWorkApps Settingspage.
2. Select the column to populate with the URL for the WorkApp. If you haven't already done so, you may need to add a WorkApp URL column to your intake sheet.
3. Select yourProject Ownersettings. Select a column from your Intake Sheet to designate a project owner. If you leave this setting blank, the Primary Lead (the person creating the Portfolio) becomes the Project Owner.
4. Optional: Select theSend notificationscheckbox to send emails to the team when projects are provisioned.
5. Select yourWorkApps rolessettings. WorkApps roles settings limit access to data by role. You can have multiple roles; each role is a column on your Intake sheet. Complete the process as usual and then save the Blueprint.
6. On theBlueprint Createdscreen selectOpen WorkApp.

4. Configure the WorkApp Blueprint

1. Set the view for sheets in thePage Settingsin the right panel. For example, you can set a task sheet to appear in card view.
   Gantt view is not supported in Blueprints. You can add Gantt view pages to Portfolio and Projects.
2. On theRolestab, select a role. To set the page permissions for each role, select the dropdown arrow next to a page and select a permission (Viewer/Hidden/Editor). By default, all pages are hidden across all roles.
   You must select roles and page permissions before provisioning projects in WorkApps.
   
3. In the top right corner of the screen, selectUpdate Blueprint. Updating a blueprint will affect all project WorkApps created from the Blueprint.

To find your Blueprint in WorkApps, on the left navigation, select WorkApps. Select theediticon on the new WorkApp. You can access your new Blueprint from theBlueprint Managementicon on the left sidebar. Select Manage and open Blueprint to edit the Blueprint in WorkApp.

5. Configure the Portfolio WorkApp

1. In the left pane, selectAdd Portfolio pagesto add pages, forms, other Smartsheet assets, or external web content.
2. Create roles as needed. Two roles appear automatically:
   • Portfolio Editors can edit all assets in the Portfolio. Portfolio Editors include all leads from your Control Center project. You can edit this list in Control Center.
   • Portfolio Users can view a list of the projects they're shared to.
3. 在右上角of your screen, select Publish. Your team can now use the Portfolio WorkApp.

Things to know

• Project WorkApps have the same structure as the project's Blueprint. You cannot modify pages and roles from within the project. Items with a lock icon indicate pages and roles defined in your Blueprint.
• If you are the project owner, you can add additional pages and roles to an individual project.
• You cannot create new roles with permissions exceeding those in the Blueprint. For example, if a Blueprint allows viewer and hidden permissions to a Budget sheet, you cannot create a role in a project with editor permissions on that same Budget sheet.
• The default page view in the Blueprint will only be taken into account when new projects are created. Old projects will not have page views applied to them.

Transferring or deleting Portfolio WorkApps

• Log into Smartsheet Control Center to delete or transfer a Portfolio Workapp. Actions taken in Control Center apply to the project or portfolio's associated WorkApps.