Smartsheet is a cloud-based work management platform that helps plan, coordinate, and track tasks and projects. Smartsheet organizes tasks into sheets.
With OnePlan, organizations can bridge strategic planning with work being managed in Smartsheet. Initiatives, programs, and projects defined in OnePlan can be aligned with and executed through Smartsheet, enabling full visibility, strategic alignment, and better portfolio-level control.
Use Cases
The Smartsheet integration has the following use cases:
Visibility into Execution Across Teams
- Use Case: Portfolio managers need visibility in OnePlan into project execution tracked in Smartsheet by operations, IT, or creative teams.
- Value: Provides leadership a single view of status without requiring teams to switch tools or duplicate updates.
Strategic Initiative Tracking
- Use Case: Sheets in Smartsheet are connected to strategic initiatives in OnePlan.
- Value: Ensures that work aligns to business priorities and allows for better outcome tracking.
Cross-Team Resource Allocation
- Use Case: Resource assignments in Smartsheet are synced to OnePlan to assess workloads across projects and teams.
- Value: Enhances planning accuracy, avoids burnout, and informs staffing decisions across portfolios.
Forecasting Future Resource Needs
- Use Case: Upcoming Smartsheet tasks with due dates are used in OnePlan to forecast team and skillset demands.
- Value: Enables HR and PMOs to proactively manage capacity based on real work pipelines.
Budget vs Actual Tracking
- Use Case: OnePlan tracks planned vs actual costs for projects executed in Smartsheet.
- Value: Provides cost insights for finance teams and supports better budget accountability.
Unified Reporting and Dashboards
- Use Case: Smartsheet data is integrated with other work management systems (e.g., Microsoft Planner, Jira, Trello) in OnePlan dashboards.
- Value: Delivers comprehensive insights across portfolios, regardless of where teams execute work.
Features
The Smartsheet integration supports the following features:
- Create OnePlan plans from Smartsheet sheets.
- Create Smartsheet sheet from OnePlan plans.
- Connect existing OnePlan plans to existing Smartsheet sheets.
- Update OnePlan tasks from Smartsheet tasks.
- Create and update Smartsheet tasks from OnePlan.
- Synchronize custom fields and dropdowns.
- Manual data import/export (plan by plan).
- Automatic data sync via scheduled jobs.
- Filter what data to sync.
- Choose from different OneConnect subscription levels to match your needs.
Setup Requirements
To set up the Smartsheet integration, you’ll need:
- A licensed Smartsheet user account for the integration.
- An API access token for API access.
Setup
To configure the integration, refer to the Smartsheet Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs.
- Load data from Smartsheet into OnePlan (Smartsheet sheet become OnePlan plans).
- Build portfolios from the integrated plans.
Mind the Gap
Known limitations of the integration:
- Smartsheet does not have a centralized custom field configuration.
- Multi select choice fields cannot be updated in OnePlan.
- Smartsheet does not have a centralized custom field configuration, templates must be used for field mapping.
Good to Know
Check out our best practices article for tips on optimizing the integration.