Once a project has been provisioned from Smartsheet Control Center, you’ll use the standard Smartsheet sharing processes to make sure that stakeholders have access. Depending on the level of access that you want individuals or groups to have, you can opt to share an entire project workspace or an individual Smartsheet item—a summary report or rollup sheet for example.

If you want to make a change that applies to newly provisioned projects, you can do that directly from Smartsheet.

1. Locate the item that you want to change (sheet, report, or dashboard). The item will be stored in the folder that contains the items used for the project type in the Admin Workspace—this is the same workspace that hosts the SCC Config file.
2. Click the item to open it. Make the change and save the item.

The change will apply to future projects provisioned out of the control center.

You’ll use the Config Builder in Control Center to include or exclude templates from a project type. Therefore, you must be a PMO Lead to add or remove templates from a project.

You’ll manage this task in two places: You’ll start in Smartsheet where you’ll build the template and add it to the Control Center project folder—this will make it accessible to the Config Builder in Control Center; then, from Control Center, you’ll open the Config Builder add the template to the project type and to manage how it appears in the Config Builder.

Part 1: From Smartsheet

1. Locate the Admin workspace for your Control Center configuration—you’ll know you’re in the right place if you see the SCC Config file folder in the workspace.
2. Open the folder for the project type for which you want to add a new template (for example, in the image above, to add a new template to the Audit and Compliance project type, you’d start from the Audit and Compliance folder)
3. Create the item (sheet, report, or dashboard) that you want to include in the project and save it.

Part 2: From the Config Builder in Control Center

1. Log in to Control Center, and click the menu.
2. Select the name of the program on the left and then click Manage Program (next to the search projects box).
3. Click the blueprint that you want to update.
4. Click Next at the bottom of the project builder until you advance to the Template Settings page.If you added or updated templates (as specified in Part 1 above) you’ll receive a message noting that the Config Builder has detected the new template. You’ll be asked to confirm whether you want to add it to the Control Center configuration.
5. Click Yes to make the template available to the project type.
6. Use the options in Template Settings to adjust how the template appears in the project. (For example, from this page you can configure the template to make its inclusion in a project that’s being provisioned optional).
7. Click Next to reach the end of the Config Builder and then click Update.

Once you receive confirmation, you’ll know that the template (or template update) has been included with the project type. The next time you provision a project of that type, the new template will be included as you specified.

Metadata in Smartsheet Control Center is the profile information for the project. In Smartsheet, you’ll see the metadata represented in the summary section of each project plan. The metadata facilitates project intake workflows and allows you to track and summarize data from provisioned projects and reports.

If your aim is to add or update metadata from this point forward—for example, if you want to be able to include a Region field so that you can report on projects by region in the rollup or if you are wan to update an existing Region field with an additional value—you’ll do that from the Config Builder.

Here’s how to update or add project metadata from the Config Builder:

1. Log in to the control center and click the menu.
2. Select the name of the program for which you want to edit metadata and click the Manage Program.
3. Click the blueprint that you wan to update.
4. Select the tile for the project type for which you want to add or update metadata and click Next.
5. Click Next to move through the Config Builder until you get to the Project Metadata page.
6. On the Project Metadata page, change the attributes for existing metadata or scroll to the bottom of the window and click Add Field to add new metadata.
7. Click Next until you see the Update button.
8. Click Update to accept the metadata changes.

Once you add new metadata, it will be available for association with the templates in your project and can be included as part of the project intake and provisioning processes.

As you’re getting started using Control Center, you may provide a project and then decide to make some changes that require you to reconfigure the project. If you make a mistake that you discover after you’ve provisioned a project and you want to start over, here’s what you can do to delete the provisioned project:

1. From Smartsheet: Delete the project folder for the provisioned project from the Project Workspace. If you’re using an intake sheet, you’ll also want to clear the column value indicating the project has been provisioned.
2. From Control Center: The PMO Owner for the project can remove the project Control Center by clicking the ellipsis > Delete Plan icon to the far right of the project title.
3. If the project is included in a summary rollup sheet, remove the row for the project from that.