Page 4 - Customize-Project-Plan-by-tailoring-Smartsheet
P. 4
Customize your Project Plan
by tailoring Smartsheet
2. Table of Contents
1. PREFACE .............................................................................................................................................. 3
2. TABLE OF CONTENTS............................................................................................................................ 4
3. LEGEND ................................................................................................................................................ 9
4. SCOPE SMARTSHEET ........................................................................................................................ 10
5. PRICING SMARTSHEET ..................................................................................................................... 11
5.1. PRICING .................................................................................................................................................. 11
5.2. 30-DAY FREE TRIAL (BUSINESS PLAN) .......................................................................................................... 13
6. LICENSES, PERMISSIONS, AND ROLES ................................................................................................ 14
6.1. LICENSES & PERMISSIONS .......................................................................................................................... 14
6.2. ROLES .................................................................................................................................................... 15
6.3. EXAMPLE SCENARIO / CASE STUDY .............................................................................................................. 16
6.4. OVERVIEW "AVAILABLE FEATURES ROLES" ............................................................................................... 19
7. WEB BROWSER .................................................................................................................................. 22
8. SIGN-IN / SIGN-OUT .......................................................................................................................... 23
8.1. SIGN-IN / SIGN-OUT .................................................................................................................................. 23
8.1.1. ENTERPRISE PLAN ................................................................................................................................. 25
8.1.2. 30-DAY-FREE TRIAL (BUSINESS PLAN) ..................................................................................................... 26
8.1.3. JUST IN CASE ... "TROUBLESHOOTING" ..................................................................................................... 27
8.1.4. AFTER LOG-IN (SIGN-IN) ........................................................................................................................ 28
9. PERSONAL SETTINGS.......................................................................................................................... 29
9.1. PERSONAL SETTINGS ................................................................................................................................. 29
9.1.1. COUNTRY SETTINGS .............................................................................................................................. 29
9.1.2. AUTO-SAVE SETTINGS ........................................................................................................................... 29
10. CASE STUDY "POWER DRIVELET" ...................................................................................................... 30
10.1. CASE STUDY ........................................................................................................................ 30
10.1.1. TEAM ................................................................................................................................................. 32
11. CREATE WORKSPACE OR FOLDER ...................................................................................................... 33
12. CREATE SHEET (PROJECT) AND WORK-BREAKDOWN STRUCTURE (WBS) ........................................... 35
12.1. CREATE SHEET (PROJECT) ........................................................................................................................... 35
12.2. CASE STUDY - WORK-BREAKDOWN STRUCTURE (WBS) ................................................................................... 36
13. PROJECT SETTINGS ............................................................................................................................ 38
13.1. PROJECT SETTINGS .................................................................................................................................... 38
© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 4 / 209 pages
