Applies to
Smartsheet
- Pro
- Business
- Enterprise
Resource Management
Capabilities available in Smartsheet | Regions
Smartsheet | Regions offers the core functionality of Smartsheet, a variety of plans to suit your organizational needs, and many additional capabilities and integrations.
Features, capabilities, and limitations vary by plan. For plan-specific details, visit the SmartsheetPricingpage.
The following table shows the capabilities, features, and services currently supported in the EU. Items marked with $ are available for purchase.
Fundamentals
| Capability | Notes | |
|---|---|---|
| Sheets A sheet is the foundation of your work in Smartsheet and where all your data lives. The way you set up your sheet determines how you can take advantage of the many Smartsheet capabilities. |
Yes | Unlimited |
| Grid view Easily customize this standard sheet view with column types, conditional formatting, formulas, and hierarchy. |
Yes | |
| Gantt view Show tasks in a timeline view that gives visibility to cross-project dependencies, hierarchy, milestones, percentage complete, custom fields, and critical paths. |
Yes | |
| Card view Display tasks as movable cards, organize your work visually with card lanes and drag and drop cards into different lanes to move work through a process. |
Yes | |
| Calendar view Display dates contained in a sheet or report in a calendar format. |
Yes | |
| Dashboards Display charts, images, and key metrics that update in real-time with dashboards or centralize resources and updates in easy-to-create information hubs. |
Yes | Unlimited |
| Dashboards Dashboard formatting customization: custom colors, widgets, background, charts. |
Yes | |
| Dashboards Dashboard tools: cut/copy/paste, undo/redo, multi-select widgets, resize widgets, collapse canvas |
Yes | |
| Dashboards Dashboard scatter chart type |
Yes | |
| Widgets per dashboard The number of widgets (image, video, metric, etc.) displayed on a dashboard |
Yes | Unlimited |
| Reports Consolidate key information in a report so multiple sheets can be updated and managed in one place, or organize data using specific criteria to create the view you want. |
Yes | Unlimited |
| Sheets per report The number of sheets that can populate a report |
Yes | Unlimited |
| 形式 Collect and act on error-free, consistent data with custom forms that are easy to build, include conditional logic, and are accessible on all devices. |
Yes | |
| Form field validation Gather consistent, error-free data. |
Yes | |
| 形式 Custom formatting and colors |
Yes | |
| Basic templates Pre-built sheets to help you to address business needs quickly. |
Yes | |
| Solution Center Out-of-the-box solutions to help you find inspiration, learn from best practices, and address a wide range of business needs quickly. |
Yes | |
| Mobile app (Android & iOS) Get real-time access to Smartsheet anywhere with your mobile device or tablet. Get real-time notifications, view dashboards, capture images and barcodes, and make quick updates to sheets and reports on the go. |
Yes | |
| Private sheets and reports Protect your data by choosing who you share to your sheets and reports. |
Yes | |
| Export sheet Export any sheet or report to Microsoft Excel, Google Sheets, Microsoft Project (Gantt chart only), PDF or Image (Gantt chart only) |
Yes |
Formulas and functions
| Capability | Notes | |
|---|---|---|
| Column types Specific column types ensure consistent data entry. Column types include text/number, contact list, date, dropdown, multi-select dropdown checkbox, symbols, and auto-number/system. |
Yes | |
| Cell formulas Use formulas to calculate numeric values or automate aspects of your sheet. |
Yes | |
| Column formulas Quickly and easily convert cell formulas to be applied across columns within your sheet. |
Yes | |
| Cross-sheet formulas Perform calculations on data in one sheet that is stored in another sheet. |
Yes | |
| Dependencies Automatic calculation and adjustment of dates as values for Duration (how long something will take to finish) and Predecessors (what must happen first) change. |
Yes | |
| Filters Find information quickly with filters that can be named, saved, and shared. (The ability to share filters is available only with Business and Enterprise plan types.) |
Yes | |
| Conditional formatting Create rules on your sheet, whereby the formatting of individual cells or entire rows will update when certain criteria are met |
Yes | |
| Cell history See a log of changes made on the cell level, who made the changes, and when they were made. |
Yes | |
| Cell linking Roll up several sheets into a master sheet by linking cells across sheets. |
Yes | |
| Lock or unlock rows and columns If you want to protect key data from being changed or deleted by others who are shared to your sheet, you can lock columns and rows to prevent them from being edited. |
Yes | |
| Baselines Easily capture and compare variances between your planned and actual work schedule. |
Yes | |
| Activity log Track and view all of the activities and changes made to a sheet, dashboard or report. |
Yes | |
| Document builder Generate custom PDFs for rows in your sheet by feeding each row’s data into a fillable PDF. Quickly prepare contracts, purchase orders, and other standard documents to advance the business workflows they support. |
Yes | |
| API calls Licensed Smartsheet users can programmatically access and manage their organization's Smartsheet account and data |
Yes | Ability to use Microsoft PowerBI through API calls. |
| Custom colors and logos Brand your Smartsheet account and forms with custom colors and logos. |
Yes | |
| Work Insights Instantly analyze your historical data |
Yes | |
| Custom welcome and help screens Create custom welcome and help messages for your organization. |
Yes |
Sharing
| Capability | Notes | |
|---|---|---|
| Viewers Viewers can view the contents of sheets, reports, and dashboards but cannot add more information or edit any information. |
Yes | Unlimited |
| Editors Editors can view and edit the contents of sheets, reports, and dashboards. |
Yes | Unlimited |
| Attachments Attach files from your hard drive or cloud storage services to a row, conversation, or sheet. |
Yes | Attachments are limited to Google Drive, Microsoft OneDrive, Box, Dropbox, Egnyte, and Evernote |
| Attachment size (sheets) The allowable size of an individual file that is uploaded to Smartsheet. |
Yes | Per Licensed User, does not apply to cloud storage attachments. Limits vary by plan; visit theSmartsheet pricing pagefor details. |
Attachment size (mobile, forms, Dynamic View) |
Yes | Limits vary by plan; visit theSmartsheet pricing pagefor details. |
| File/Attachment storage (per plan) The total file and attachment storage on a given plan. |
Yes | Limits vary by plan; visit theSmartsheet pricing pagefor details. |
| File/Attachment storage (per user) The total file and attachment storage on a given sheet per user. |
Yes | Limits vary by plan; visit theSmartsheet pricing pagefor details. |
| Conversations Create conversations specific to a row, card, or sheet. |
Yes | |
| Comments Place a comment in a workspace, on a sheet, or row in a sheet to foster conversation with resources and stakeholders. |
Yes | |
| Proofing (image and video) Streamline your review and approval process with proofing to save time and finalize content faster. Upload images, videos, PDFs, and Microsoft Office documents; collect annotated feedback and approval decisions; and control versions with ease. |
Yes | |
| Publish sheets, reports, and dashboards Generate a unique URL that enables anyone to access your sheets, reports, or dashboards without logging in to Smartsheet |
Yes |
Automated Workflows
| Capability | Notes | |
|---|---|---|
| Automation triggers Build simple, automated solutions to save time and effort on repetitive, manual tasks. Automatically request updates, manage multi-step approval processes, edit cell values, archive rows, and more. |
Yes | Limits vary by plan; visit theSmartsheet pricing pagefor details. |
| Alerts and notifications Automatically send alerts about changes in your sheet and reminders about upcoming deadlines. |
Yes | |
| Reminders Stay informed and take action on alerts, requests, conversations, and more. View notifications in the in-app Notification Center, via email, and on mobile devices. |
Yes | |
| Assign people action Easily assign team members to tasks within your sheet. |
Yes | |
| Update requests Use actions to trigger an automatic ask for someone to update a portion of a sheet with the latest information. |
Yes | |
| Approval requests Keep processes moving forward by automatically requesting an approval from one or multiple stakeholders, and recording their feedback in Smartsheet. |
Yes | |
| Record a date Set the current date into the chosen field when a workflow is triggered. |
Yes | |
| Move or copy row Automatically move or copy a row to another sheet when conditions are met |
Yes | |
| Clear cell Delete the contents of the chosen field when a workflow is triggered. |
Yes | |
| Send alert to Microsoft Teams Send alerts to a channel on key dates or when changes to work items occur. |
Yes | MS Teams Tabs integration allows you to add Smartsheet assets as Tabs Teams channel but you cannot use Smartsheet alerts (alerts, @mentions, update requests, approval requests and reminders) in Microsoft Teams as direct messages. |
Security and enterprise control
| Capability | Notes | |
|---|---|---|
| User management System Administrators can add, edit, and remove Smartsheet account users, and manage sheet ownership. |
Yes | Pro Plan or higher |
| Admin Center Manage users, groups, and license requests, as well as to see an overview of account settings. |
Yes | Business Plan or higher |
| Directory integration Synchronize existing enterprise directory services with Smartsheet to provision and deprovision users, and share user metadata. |
Yes | Enterprise Plan only |
| Single sign-on (SSO) Convenient setting that allows employees to securely sign into Smartsheet with their corporate login credentials |
Yes | Enterprise Plan only |
| SAML With SAML, people can log in through your organization's custom authentication service. |
Yes | Enterprise Plan only |
| User merge System Admins can handle business changes caused by mergers, acquisitions, consolidations, and divestitures by merging accounts, in bulk. |
Yes | |
| Group management Assigned Group Administrators can create groups of multiple users for sharing, sending, and collaborating on sheets. |
Yes | Business and Enterprise plans |
| Enterprise access controls Allows System Admins on Enterprise plans to control what domains users can share to, sheet publication features, types of files users can attach, customize welcome screens for users, and automatically add Licensed Users within designated email d |
Yes | Enterprise Plan only. Enterprise Plan Manager (EPM) is available in US and EU regions, but you cannot use EPM to manage US and EU plans; the plans must be all US or all EU. |
| Custom email domains Configure Smartsheet-generated collaboration emails to be sent from your organization’s domain. |
Yes | Enterprise Plan only |
| Account discovery Allow people who share a domain with you to discover your account and request to be added to it. |
Yes | Enterprise Plan only |
| Domain validation Verify domains that you own for use in auto provisioning, which automatically brings people into your account when they sign up for, or on their next login to Smartsheet using their company email address. |
Yes | Enterprise Plan only |
| User account provisioning (UAP) Automate adding users to your Smartsheet account. |
Yes | Enterprise Plan only |
| Approved domain sharing Administrators can select the domains that users on their plans can share to, protecting sensitive information and data. |
Yes | Enterprise Plan only |
| Chargeback reports Build an internal Chargeback Report by division, department, and cost center based on data synchronized with Directory Integration. |
Yes | Charge back reports are available only with Directory Integration for Azure AD set up. Enterprise Plan only |
| Data Retention Policies Data Retention Controls (DRC) protect your data and data relevancy by removing outdated and unused Sheets. |
$ | Enterprise plans with Advance Platinum |
| Data Egress Prevent confidential data from leaving your Smartsheet account with control over export options |
$ | Enterprise plans with Advance Platinum |
| Customer Managed Encryption Key (CMEK) With CMEK, you can monitor, grant, and revoke access to your data using your key, stored outside of Smartsheet. |
$ | Enterprise plans with Advance Platinum |
| Event Reporting Access detailed logs of the past six months of actions that have taken place across your organization with Event Reporting. |
$ | Enterprise plans with Advance Platinum |
| System Admin fallback If an authentication service can't be accessed, System Admins can still log in with their Smartsheet credentials to adjust authentication options for their organization |
Yes | Enterprise Plan only |
Integrations
| Capability | Notes | |
|---|---|---|
| Microsoft Office 365 (OneDrive) 轻松地与微软Office 365的工具your teams use to make collaboration work and increase productivity. |
Yes | Outlook integration is not available. |
Microsoft Teams |
Yes | You must have a Microsoft Teams account/license to use this feature. MS Teams Tabs integration allows you to add Smartsheet assets as Tabs in a Teams channel. You cannot use Smartsheet alerts (alerts, @mentions, update requests, approval requests, and reminders) in Microsoft Teams as direct messages. |
| Google Workspace (Gmail, Calendar, Drive) Seamlessly integrate with Google Docs, Gmail, and Calendar, and hassle-free single sign-on will help you and your team become instantly productive. |
Yes | Gmail, Google Docs, Google Drive, Google Sheets. No Google Hangouts. |
| E-signature with DocuSign 简化你的团队如何创建和执行s business-critical documents |
Yes | You must have a DocuSign account/license to use this feature |
| Brandfolder Panel in Smartsheet Attach assets from Brandfolder to sheets or rows without leaving Smartsheet. |
$ |
Additional capabilities
| Capability | Notes | |
|---|---|---|
| WorkApps WorkApps is a no-code platform for building intuitive web and mobile apps to streamline your business and simplify collaboration. |
Yes | Enterprise Plan only |
| Dynamic View Secure request management. Manage critical processes with vendors, mixed internal and external teams, or across organizations without them knowing about each other. |
$ | |
| DataMesh Eliminate typos, duplicative data entry, and unnecessary work by mapping data between large sheets and reports. |
$ | |
| DataTable Visualize and collaborate on large data sets. |
$ | |
| Control Center Process management at scale. Deliver consistent, visible projects and business processes at scale. |
$ | IncludesPortfolio WorkApps |
| Resource Management by Smartsheet 理解和管理资源分配the best team, keep project schedules and budgets on track, and confidently forecast business needs to move projects toward completion. |
$ | |
| Calendar App An interactive and flexible calendar view that allows you to build shareable calendars with custom details. |
$ | |
| Pivot App Summarize and analyze large data stored in sheets or reports and create meaningful comparisons, patterns, and trends. |
$ |
Connectors
| Capability | Notes | |
|---|---|---|
| JIRA Connector The Smartsheet for Jira Connector provides visibility into IT and software development projects being tracked in Jira. Issues are automatically synchronized, whether edited in Smartsheet or Jira, ensuring that every record is current. |
$ | |
| Salesforce / Service Cloud Connector Salesforce连接器的内容给你team real-time visibility into Salesforce data through two-way data synchronization. This allows teams to automate critical processes like the hand-off from sales to services, pipeline review and forecasting, and making bulk updates. |
$ | |
| Data Shuttle Automate your data movement across platforms. |
$ |
Services and support
| Capability | Notes | |
|---|---|---|
| Help and learning Self-service help and learning resources for Smartsheet. |
Yes | |
| Smartsheet Community Join the online community to share best practices. |
Yes | |
| Customer Support Portal A centralized location where they open support cases, provide additional information for each case, and track support cases until closed. |
Yes | |
| Standard Support Package Online web support, Smartsheet University eLearning & 24/7 Global Phone Support. |
$ | Varies by plan; visit theSmartsheet pricing pagefor details. |
| Professional Support Package Online web support, Smartsheet University eLearning, Pro Desk, and 24/7 Global Phone Support. |
$ | |
| TAM & TAM Enhanced A named resource for support, escalations, and incident management. |
$ |
Training and Learning
| Capability | Notes | |
|---|---|---|
| Smartsheet University eLearning Can be purchased alone or with the Standard Support Package or The Professional Support Package |
$ | |
| Smartsheet University All Access Subscription Provides licensed users with full access to eLearning courses and Instructor-Led Training sessions. |
$ | |
| Customer Success Offerings Customer Success offerings including access to a dedicated CSM and account support. |
$ |
Professional services
| Capability | Notes | |
|---|---|---|
| Professional Services There are multiple service SKUs for Professional Services. They include Solution packages levels 1-7 (implementation services for core app, Smartsheet Advance capabilities, training, team onboarding, and Resource Management), consulting services, Professional Service Bundles for Advance, Consulting Workshop, PPM Workshop, PPM Core |
$ |