Smartsheet

Microsoft 365

Description

Smartsheet is a cloud-based work execution platform that supports collaboration, project and portfolio management, automation, and reporting. It provides scalable solutions to plan, track, automate, and report on work, helping departments improve transparency, increase efficiency, and drive informed decision-making. The enterprise platform provides a prebuilt blueprint for a consistent and standardized approach to managing the University’s technology portfolio. This blueprint includes a toolkit with forms, templates, workflows, reports, access control, and enterprise-level dashboards.

Smartsheet enables teams to:

  • Streamline workflows and approvals
  • Improve project visibility and team collaboration
  • Streamline workflows and approvals
  • Increase efficiency in project tracking
  • Centralize data and reporting for better decision-making
  • Faster decision-making with real-time data
  • Improved cross-team collaboration & transparencyIncreased standardization & consistency across projects

To learn more about using Smartsheet, please visit our Smartsheet Welcome Page.

Audience 

Licenses are available by request. This service is intended for:

  • Project Managers and teams managing strategic initiatives or operational projects
  • Business Analysts designing solutions or automations for recurring processes
  • Faculty or Staff seeking a secure, collaborative environment for work planning and tracking
  • Executives and Decision-Makers needing access to real-time dashboards or reports

Please visit the Smartsheet User Licensing Hub.

To submit a project request from Project Management Office, please visit the Project Consultation Request Form.

Requirements 

Smartsheet licenses require the following prerequisites:

To access the Smartsheet Enterprise platform, users must:

  • Be a current faculty or staff member (students may be granted access based on role or use case)
  • Have an approved business need or project justification for a licensed account
  • Adhere to university data governance, privacy, and security policies 
  • Participate in Smartsheet onboarding or training if building new solutions
  • Use Smartsheet within defined best practices and platform governance standards

Cost 

Smartsheet licenses are charged on a per-user basis. Please visit the Smartsheet User Licensing Hub, and fill out the form to Request a Smartsheet License.