Smartsheet Collaboration & Work Management
Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.
Features
- Cloud-Based Work Management Platform
- Multiple Sheet Views
- Workflow Automation
- Forms for Data Collection
- Dashboards & Real-Time Reporting
- Portfolio & Programme Governance (Control Center)
- Resource Management (formerly 10,000ft)
- Integrations & APIs
- Enterprise Security
- Mobile & Offline Access
Benefits
- Improved Visibility Across Projects
- Enhanced Collaboration
- Better Project Delivery Consistency
- Increased Efficiency Through Automation
- Faster Decision Making
- Better Resource Allocation and Planning
- Reduced Tool Fragmentation
- Supports Remote and Hybrid Work
- Strong Governance and Compliance
- Scalable for Departments and Entire Organisations
Pricing
- Education pricing available
- Free trial available
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
3 8 9 9 3 5 5 3 5 7 4 5 8 5 7
Contact
GENERATION DIGITAL LIMITED
Thomas Sutton
Telephone: +44 020 3951 3986
Email: gcloud@gend.co
About your service
- Service categories
-
Applications
Collaborative
- Enterprise community
- Team collaboration
- Multi cloud support
- Yes
Service scope
- Software add-on or extension
- No
- Cloud deployment model
- Hybrid cloud
- Service constraints
- No
- System requirements
-
- Smartsheet supports the two most recent major versions of:
- Windows
- Chrome
- Firefox
- Microsoft Edge
- Mac
- Chrome
- Safari Linux
- Firefox ChromeOS: Chrome
User support
- Email or online ticketing support
- Yes
- Support response times
- We provide expedited support and aim to respond quickly to questions. Available during business hours Monday to Friday, we will respond to enquiries within one business day or twenty four hours from the date of the receiving the inquiry.
- User can manage status and priority of support tickets
- No
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- Yes
- Web chat support availability
- 24 hours, 7 days a week
- Web chat support accessibility standard
- WCAG 2.2 AA
- Web chat accessibility testing
- N/A
- Onsite support
- Yes, at extra cost
- Support levels
- We provide the following support levels: Onboarding plans: Work hand-in-hand with an expert on a custom onboarding plan, timeline, and kickoff. Customer success managers (CSMs): A dedicated partner familiar with your goals, helping you hit them with coaching, calls, and training. Professional services: Additional consulting sessions for on-site training, digital transformations, custom integrations, and more. Custom resources: From onboarding to feature tips, we can provide the right content at the right time to help answer your team’s questions and needs.
- Support available to third parties
- Yes
- AI chatbot
- No
Onboarding and offboarding
- Getting started
- We provide Online Training, Onsite Training, User Guides, etc. To help your team start using Smartsheet, we’ve analyzed what the most successful teams in Smartsheet have in common, channeled the expertise of our Customer Success Managers, and incorporated proven change management strategies all to craft the “Smartsheet onboarding” framework outlined in this article. Smartsheet Help: Get how-to help and step-by-step instructions for specific features in Help. Smartsheet Forum: Ask questions, get answers, and join our large community of Smartsheet experts. Learn how to use Smartsheet through trainings, webinars, and interactive courses hosted by Smartsheet's Customer Success team. Smartsheet Guide: Learn how to onboard your team and use Smartsheet to its full potential with quick and easy tips. Smartsheet Use Cases: Learn how other teams like yours use Smartsheet and how to build out projects specific to your team. Smartsheet Developer’s Guide: Learn how to customize the Smartsheet experience, leverage your data with the Smartsheet API, and join our developer community.
- Service documentation
- Yes
- Documentation formats
- End-of-contract data extraction
- You can export your own data, per project to the text-based file formats JSON or CSV, the latter of which can be viewed in a spreadsheet application like Microsoft Excel or Google Sheets. This can be done via the admin console or by contacting support.
- End-of-contract process
- At the end of the contract, licences can be renewed or terminated.
- Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Application to install
- Yes
- Compatible operating systems
-
- Android
- IOS
- MacOS
- Windows
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
-
Use Mobile app for:
To enter your location into a sheet or form field.
Take a photo with your device and upload it.
Scan a barcode or QR code.
Access your forms quickly.
Submitting forms when offline.
Use Desktop for:
Build automated workflows
Create and edit sheet filters
Manage your users or plan information
Manage project settings in a sheet
Create and edit dashboards
Create new reports or edit the report builder
Viewing a published Calendar view in a Dashboard
Utilize the freeze column functionality - Service interface
- No
- User support accessibility
- WCAG 2.2 AAA
- API
- Yes
- What users can and can't do using the API
- The Smartsheet API enables licensed Smartsheet users to programmatically access and manage their organization's Smartsheet account and data. It is designed to be simple and intuitive, and is based on widely accepted standards and conventions, including REST, JSON, and HTTP success and error codes
- API documentation
- Yes
- API documentation formats
- HTML
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
-
Anyone can Customise:
The home screen,
Triggers,
Branding,
Welcome Messages,
Help pages,
Fields,
URLs,
Colours,
Form,
Sections,
Alerts,
Views.
Scaling
- Independence of resources
-
Smartsheet has a status page. In the last 90 days it was 99.97% up time. Smartsheet guarantee scale through planning and analytics on a variety usage metrics. . As such, when getting started, we recommend leveraging the bulk
user import feature in our Admin Center, which easily adds up to 1,000 users at a time to your Smartsheet
organization. Similarly, you can also use bulk update to edit roles en masse for existing users.
Analytics
- Service usage metrics
- Yes
- Metrics types
- Customers can access detailed event logs covering past actions that have taken place across the organisation. 'Event Reporting' is available as an extra costs add-on for advanced Smartsheet Customers.
- Reporting types
-
- API access
- Reports on request
- Resource tagging
- Yes
- FOCUS resource tagging
- Yes
Resellers
- Supplier type
- Reseller providing extra support
- Organisation whose services are being resold
- Smartsheet
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Security Clearance (SC)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
- European Economic Area (EEA)
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 4.0)
- Penetration testing frequency
- At least every 6 months
- Penetration testing approach
- Another external penetration testing organisation
- Protecting data at rest
-
- Physical access control, complying with CSA CCM v4.0
- Physical access control, complying with SSAE-18 / ISAE 3402
- Encryption of all physical media
- Data sanitisation process
- Yes
- Equipment disposal approach
- Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
- Data sanitisation type
-
- Deleted data can’t be directly accessed / Cryptographic Erasure
- Explicit overwriting of storage before reallocation / Secure Erase
Data importing and exporting
- Data export approach
-
In the Smartsheet app, you can export any sheet or report to the following formats:
Microsoft Excel
PDF
Image (PNG) (Gantt Chart Only)
Google Sheets
Microsoft Project (Gantt Chart Only as XML) - Data export formats
-
- CSV
- ODF
- Data import formats
-
- CSV
- ODF
- Other
- Other data import formats
-
- Microsoft Excel
- Microsoft Project
- Google Sheets
- Atlassian Trello board
- Monday.com
- Trello
Data-in-transit protection
- Data protection between buyer and supplier networks
- TLS (version 1.2 or above)
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- There is no guarantee on the level of availability. In the past year Smartsheet always had an uptime of more than 99%.
- Approach to resilience
- See Smartsheet Whitepaper and Terms of Service
- Outage reporting
- Smartsheet provides a live, public status dashboard at means, as status.smartsheet.com or status.smartsheet.eu. Smartsheet will continuously log, monitor, and keep system records of the Covered Service’s accessibility on a minute basis and will make commercially reasonable efforts to communicate outages and events impacting accessibility on the Status Page.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Identity federation with existing provider (for example Google Apps)
- Username or password
- Access restrictions in management interfaces and support channels
- Securing systems, applications, and data begins with identity-based access controls. The identity and access management features that are built into Smartsheet help protect your organizational and personal information from unauthorized access, while making it available to legitimate users whenever and wherever they need it. Synchronize existing enterprise directory services with Smartsheet to provision and deprovision users, and share user metadata.
- Access restriction testing frequency
- At least every 6 months
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- At least 12 months
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- At least 12 months
- How long system logs are stored for
- At least 12 months
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
- ISO/IEC 27001
- Information security policies and processes
-
Reporting structure:
Ultimate responsibility for SPI's Information Security rests with the Managing Director of SPI. This includes the business Information Risk Register and recommendations of appropriate risk management measures.
Information Security Employees and HR Manager are responsible for managing and implementing the policy and related procedures.
.
The Policy is reviewed by the Information Security Management Forum annually, or more often if appropriate.
Line Managers are responsible for ensuring that their permanent, temporary staff and contractors are aware of applicability in their role, personal responsibility for information security and how to access advice on information security matters
Information Security Awareness training is included in the staff and contractors induction process and Training Plan
Users are made aware of the procedures applicable to them and refreshed regularly.
An on-going awareness programme is established and maintained in order to ensure that staff and contractors awareness is refreshed and updated as necessary.
Adequacy of SPI's Security System si tested via regular audits. All breaches of this Policy and other information security incidents or suspected weaknesses are reported to the IT Manager immediately. These are logged and investigated to establish their cause and impacts with to avoid similar events. - Software Security Code of Practice
- No
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
- Smartsheet offers a number of configuration controls that allow you to set up plans and users in a way that best supports your business objectives. Globally configure user types to designate what individuals can and can’t do with your Smartsheet account, automatically add users to an enterprise account with automated user provisioning, or adjust account settings for features and working days.
- Vulnerability management type
- Supplier-defined controls
- Vulnerability management approach
- Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security
- Protective monitoring type
- Supplier-defined controls
- Protective monitoring approach
- This information is available on request. We were advised by Smarthseets that an NDA has to be signed to receive this information. Full Security Statement from Smartsheets is available from: https://www.smartsheet.com/trust/security
- Incident management type
- Supplier-defined controls
- Incident management approach
- Information available on request. Non-disclosure agreement (NDA) required from Smartsheet. Smartsheet's security statement is available at: https://www.smartsheet.com/trust/security
- Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- Yes
- Free trial available
- Yes
- Description of free trial
- A 30 day free trial is available.
- Link to free trial
- https://www.gend.co/contact
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 5%
- Between £500,001 and £1,000,000
- 10%
- Between £1,000,001 and £2,500,000
- 10%
- Between £2,500,001 and £5,000,000
- 15%
- Over £5,000,001
- 20%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- No
- Quality management systems (QMS)
- Yes
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber Essentials Alternative
- In relation to the services you do not have a current and valid Cyber Essentials certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials certificate by one of the government approved accreditation bodies within 12 months of the date of award.
- Cyber essentials plus
- No
- Cyber Essentials Alternative
- In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
- Other security certifications
- No
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Plans to engage the contract workforce in deciding the most important workplace issues to address
- Ensuring new workers are informed of their right to join a trade union
- Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
- Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
- Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
- Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
- Activities to cascade good practice on fair working conditions throughout the supply chain
- Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
- Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
- Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
- Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
- Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Volunteering opportunities for staff
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
- Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
- Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
- How these flow down the supply chain and are monitored Illustrative examples include reporting, site visits, audits, etc.
- How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
- How the supplier will work with NGOs, trade unions or other businesses to address modern slavery risk
- Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.
- Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
- Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises
- Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
- Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
- Advertising of supply chain opportunities openly and to ensure they are accessible to a diverse range of businesses, including advertising all subcontracting opportunities on Contracts Finder
- Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
- Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
- Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
- Methods for engaging with different parts of the community (including the education system and charities representing the community) and how communities come together to inform decisions, strategy and projects to leave a positive legacy for future generations
- Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
- Plans for positive actions with community groups.
- Measures for making facilities used in the delivery of the contract available for community groups, education or training
- Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
- Plans to respond flexibly and adapt approaches to community engagement and initiatives
- Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds
- Collaborating with anchor institutions and community groups to make facilities available for education, training or community events
-
Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero
Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.
- Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
- Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 6: Employment and training: For those who face barriers to employment
- Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
- Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
- Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
- Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
- Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
- Introducing transparency to pay and reward processes
- Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
- Working conditions which promote an inclusive working environment and promote retention and progression
- Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
- Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
- Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.
- Understanding of the issues affecting the development of new skills by target cohort
- Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
- Other measures to offer development opportunities for the target cohort(s) in the contract workforce
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
- Understanding of issues relating to entering the contract workforce
- Creation of outreach activities to create a pipeline of employees for the future contract delivery
- Content of the outreach activity is designed to suit the target cohort
- Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
-
Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.
Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.
- Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
- Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
- Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
- Actions to invest in the physical and mental health and wellbeing of the contract workforce
-