Integrations · Project management

ControlBoard and Smartsheet

ControlBoard® reads the Smartsheet sheets you choose and turns their rows into jobs, with the columns you map, such as dates. Teams that plan work in Smartsheet keep doing so, and the schedule picks the jobs up without anyone copying rows by hand.

What flows where

Your system keeps the money. ControlBoard runs the work.

Read on a schedule and on request.

Smartsheet

The ledger, billing, payroll and the records themselves. Smartsheet stays the system of record.

Into ControlBoard
  • Sheet rows as jobs
  • The columns you map, such as dates

ControlBoard®

Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.

Getting connected

  1. Connect ControlBoard to your Smartsheet account.

  2. Choose the sheets and map their columns.

  3. Review the first read, then let the schedule keep it in step.

Common questions

Does every sheet come in?
No. Only the sheets you choose, and only the columns you map.
Does ControlBoard write back to Smartsheet?
No. Smartsheet stays where the plan is kept; ControlBoard reads it.

See ControlBoard® on your own jobs

A 20-minute call, then a demo built on your jobs, people and equipment. Your accounting system stays where it is.