Smartsheet Platform for Modern Project and Portfolio Management

Smartsheet connects strategy to work by empowering anyone to build and scale projects efficiently. Plan, align, implement, and scale projects, programs, and portfolios to deliver results faster.

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Smartsheet Peer Insights Customers' Choice 2023

Gartner® Peer Insights™ has recognized Smartsheet as a Customers’ Choice in Collaborative Work Management for 2023.

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50% reduction in process time

Uberachieves warp-speed development by consolidating planning, execution, and reporting on Smartsheet

1,600+ person-hours saved a year

Special Olympicsuses automation and templates to spin up new projects faster and achieve greater efficiencies

Discover the ROI of Smartsheet project and portfolio management

680% ROI is quite significant. A metric that Smartsheet is pretty proud of. The new Forrester Consulting research commissioned by Smartsheet, The Total Economic Impact™ of Smartsheet, shows how the platform enables successful business transformation by making it possible for organizations to manage projects, automate manual tasks and workflows, and rapidly build new solutions.

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Focus on what matters the most

Connect the dots between strategy and execution. Use on-demand data analysis and automated reporting for prioritizing, identifying trade-offs, and dynamic decision-making.

看到思科重塑客户交货国防部el by making Smartsheet its single source of truth ›

Deliver portfolio value at scale

Eliminate process inefficiencies, manual follow-up, and guesswork on outcomes with real-time visibility, data triage, and accurate reporting. Achieve incremental value, faster project implementation, and scale with speed across your portfolios.

See how 8x8 built a scalable foundation of growth using Smartsheet for its cloud services ›

Standardize and simplify project portfolio execution

Strike the right balance between top-down and bottom-up portfolio management approaches. Achieve project consistency by standardizing processes without sacrificing user experience or user-driven innovation.

看到Sagent global processes and got employees onboard with Smartsheet to drive innovation ›

Integrations

Smartsheet integrates and connects with many of the platforms your team uses today like Slack, Google Workspace, Jira, ServiceNow, and Microsoft 365. Bring all your information and context onto a single platform to improve collaboration and decision-making. Whatever work you do, use Smartsheet to deliver it with greater efficiency.

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See how it works

Smartsheet for PPM is a flexible, collaborative platform that allows operational leaders to create replicable project management frameworks, while empowering project teams to be more nimble, creative, and efficient.

Make PPM accessible to all with an intuitive user experience that reduces administrative and management burden
Get teams to rally behind your vision by helping them work collaboratively
Standardize processes to achieve consistency in planning and execution
Use Smartsheet as the single source of truth, driving end-to-end visibility across project and portfolio status and dependencies, governance, and risks

Watch a demo Start a free trial

See how it works

Smartsheet for PPM is a flexible, collaborative platform that allows operational leaders to create replicable project management frameworks, while empowering project teams to be more nimble, creative, and efficient.

Make PPM accessible to all with an intuitive user experience that reduces administrative and management burden
Get teams to rally behind your vision by helping them work collaboratively
Standardize processes to achieve consistency in planning and execution
Use Smartsheet as the single source of truth, driving end-to-end visibility across project and portfolio status and dependencies, governance, and risks

Watch a demo Start a free trial

Capabilities

战略规划

Align vision with business reality to define strategic objectives at the organizational level. Take stock of where you are, where you want to be, and what work needs to be done to get there. Leverage the adaptability of Smartsheet to pivot and change portfolio priorities to meet dynamic business needs.

Demand intake

Use the Smartsheet multi-tier intake feature to gather requests and create hierarchical relationships between projects and programs. Streamline your project intake process and in-flight projects while maintaining hierarchies to achieve control and visibility.

Portfolio prioritization

Right-size your portfolios by aligning them to business objectives. Use prioritization matrices with your own selection and weighting criteria to identify alignment discrepancies between goals and execution. Ensure portfolio success by delivering demonstrable value, from the task level up to programs and portfolios.

Resource & capacity planning

Plan your resources by role, department, team, skill, etc. Strategize for future requirements and predict dependencies. Roll up the overall effort required by project, program, or portfolio. Plan ahead, optimize resource allocation, and avoid cost escalations and project risks.

Project & work delivery

Spin up your projects on the go with templates and blueprints. Scale your portfolios effortlessly. Ensure on-time delivery with rigorous scheduling, setting start times, buffer, and lead times – from the task level, rolling up to portfolios. Receive automatic updates on changes and risks.

Project & portfolio reporting

Roll up, visualize, and report on portfolio data with easy-to-configure, widget-based views. Automatically add data from new projects to your portfolio reports and dashboards. Track projects, budgets, and resources at a granular level. Benchmark performance against expectations and goals to accurately estimate value.

Use Cases

Business PMO

Bridge the gap between people, process, and technology. Empower teams and maximize your project portfolio efficiency with a flexible, collaborative platform.

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IT portfolio management

Be the catalyst of digital transformation. Deliver critical IT services with ease and minimize project risk. Align goals, standardize processes, scale, and govern using a single platform.

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Services delivery

Accelerate your time-to-value through workflow standardization, automation, and resource optimization. Create the best customer experiences with a platform that helps teams connect, collaborate, and deliver results.

Find out how

Templates

Strategic Planning

Create a single source for teams to define, discuss, and view overall strategy.

Project Intake

Collect project requests, prioritize, plan, and assign tasks by phases. Automate new project request notifications.

Project with Resource Management

Allocate resources to tasks and track utilization in real-time. Avoid resource conflicts.

Business Budget Management

Track actuals versus allocated budgets by department across the organization.

Product Prioritization Board

Organize roadmap features by priority, category, stage, and size to align with stakeholders.

Project Schedule Management

Plan, manage, and track tasks for your agile projects. Stay on top of progress.

Project with Gantt and Dependencies

Schedule, track, and visualize tasks for every phase of your project. Identify potential project delays to manage risks.

Project Management Office

Get a portfolio level view of all work, high priority items, workload by resource, and more.

See what customers are saying

Syngenta

Syngenta manages agricultural research and product development in more than 90 countries — and Smartsheet is helping connect it all in order to achieve its mission of “Bringing Plant Potential to Life.”

Arc’teryx Streamlines Efforts to Do Right for Business and the World

Arc’teryx uses Smartsheet to track progress toward its goals and improve visibility and decision-making across its global offices.

PATH Streamlines Project Execution to Accelerate Health Equity

See how PATH uses Smartsheet Control Center to spin up new projects using prebuilt templates.

Additional Resources

Illustration of new rules of project management

Project and portfolio management 101: Processes, tools, and examples

Everything you need to know about PPM, including best practices and how to pick a software tool. Find free templates and advice from the experts.

Convergint speeds processes and improves customer service with a single system of record

With Smartsheet, security integrator Convergint increases communication and collaboration, improving transparency and quality of service for its global customer base.

Learning center: Portfolio reporting with Smartsheet

Display and act on critical portfolio data in real time with easy-to-configure, widget-based views that automatically include data from newly created projects.

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