PROJECT AND PORTFOLIO MANAGEMENT
Enhance your project and portfolio performance
Smartsheet bridges the gap between strategy and execution by enabling everyone to construct and expand projects effectively. Organize, coordinate, execute, and grow projects, programs, and portfolios to achieve outcomes more swiftly.
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.
Standardize project execution
Find the optimal equilibrium between top-down and bottom-up portfolio management strategies. Ensure project uniformity by standardizing procedures while maintaining the quality of the end-user experience and fostering user-driven innovation.
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Integration
Smartsheet provides seamless integration and connectivity with numerous applications your team currently utilizes, such as Slack, Google Workspace, Jira, Salesforce, ServiceNow, and Microsoft 365, using low-code/no-code solutions. Consolidate all your information and context onto one platform to enhance data analytics and decision-making. No matter the task, employ Smartsheet to achieve it more efficiently.
Enterprise PMO
Connect people, processes, and technology. Empower teams and enhance the efficiency of your project portfolio with a flexible, collaborative platform.
Business PMO
Automate and scale your work, deliver quickly, and enhance the value of your project portfolios with a platform that integrates flexibility, process standardization, and enterprise-level governance.
IT Portfolio Management
Be the catalyst for digital transformation. Deliver essential IT services effortlessly and reduce project risk. Align goals, standardize processes, adapt to change, scale, and govern all through a single platform.
Services delivery
Speed up your time-to-value by standardizing workflows, automating processes, and optimizing resources. Enhance customer experiences with a platform that enables teams to connect, collaborate, and achieve results.
New product development
Accelerate your product launches by enhancing project delivery and boosting productivity through improved resource and capacity management. Achieve groundbreaking innovation by fostering efficiencies throughout the product development lifecycle.
Coordinate company objectives with available skills, resources, and budget to concentrate on impactful projects. Motivate and unite your teams around essential goals. Utilize a flexible platform that allows for adjusting portfolio priorities to address evolving business demands.
Utilize the Smartsheet multi-level intake process to collect requests and establish hierarchical connections between projects and programs. Optimize demand and align it with ongoing projects to maintain control and transparency.
Optimize your portfolios by aligning them with business objectives. Utilize prioritization matrices with customized selection and weighting criteria to detect alignment gaps between goals and execution. Guarantee portfolio success by providing clear value, from individual tasks to programs and portfolios.
Organize your resources according to role, department, team, and skill set. Monitor workload to gain complete insight into resource distribution. Summarize the total effort needed for each project, program, or portfolio. Anticipate needs, enhance resource efficiency, and mitigate project risks.
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Streamline project initiation using templates and expand them with ease. Enable teams to choose their preferred methodology—agile, waterfall, or hybrid. Distribute resources, oversee budgets, and carry out projects using a collaborative platform.
Collect data, create visualizations, and generate reports on portfolios with customizable, widget-based views. Seamlessly integrate data from new projects into your portfolio reports and dashboards. Evaluate performance against objectives to precisely determine value.
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Enhance team performance and improve project execution by monitoring workloads to identify availability, overseeing tasks, and addressing over-allocations.
ADP's commercial operations and national accounts teams gain project visibility and quick access to real-time data, saving time and enabling more project management for innovation.
Toshiba Global Commerce Solutions turns innovation into commercialization with Smartsheet PPM.
Strategic planning
Create a single source for teams to define, discuss, and view overall strategy.
Project intake
Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects.
Business budget management
The Business Budget Management template set helps you track monthly actuals against budget goals so you can tightly manage your financial performance and ensure your business stay on track.
Project schedule management
Quickly evaluate the health of any project. Update project schedules, status, task ownership, and track overall project conditions in real time with the easy-to-use dashboard and reports.
Project Management Office
The project management office template set provides a streamlined way for organizations to track and approve new projects while seeing key metrics across all projects in real time.
Smartsheet Onboarding
Onboarding & Support
Workflow guide
User training
Smartsheet data integration
Integration design
Interface design & build
Build Workflow automation
Process design consulting
Discovery workshop
Workflow analysis & design
Best practices on intelligent cross-platform workflows
