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  1. Click the “Edit Configuration” button to open the “Edit Smartsheet Integration Configuration” dialog.

  2. Check “Allow Projector to access our Smartsheet environment” control the fields below

  3. Enter Smartsheet User API token

    1. To get this token, log into Smartsheet > click Account icon in sidebar > click Apps & Integrations > API access > Generate new access token > Set token name > click OK > copy token and paste into the Projector configuration dialog.

       

  4. Enter Smartsheet Workspace ID for the workspace within which you want Projector to create and maintain project task plans. If you are new to Smartsheets, you may need to create a new workspace (a Smartsheet workspace is like a folder to organize files) in order to complete this step.

    1. To get this ID, log into app.smartsheet.com and go to Workspaces > right click on the appropriate workspace > Properties > copy Workspace ID and paste into the Projector configuration dialog

       

  5. Choose Projector Smartsheet Integration user

    1. Select appropriate user from picklist (the user you choose will need admin privileges). We suggest that you create a dedicated “Smartsheet Integration” user for this purpose, or you leverage an existing integration users with elevated project maintenance privileges.

Info

The Smartsheet Integration User will require Cost center permissions for Maintain Projects and Engagements

6. Click Save

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Tip

Now you’re ready to create Smartsheet-integrated projects and leverage Smartsheet for task planning.