Modernizing Project Management
SmartSuite helps teams plan, execute, and deliver projects with shared workspaces, flexible views, structured collaboration, and real-time reporting. Keep scope, tasks, timelines, risks, and status updates in one connected place—so projects stay aligned, predictable, and easy to manage at scale.
One Platform for Connected Project Planning and Execution
SmartSuite centralizes project planning, task execution, timelines, risks, and reporting in one connected workspace. Teams stay aligned on what’s happening now, what’s at risk, and what’s next—while stakeholders get clear visibility into progress and outcomes.
Project Workspaces
Create standardized project spaces that organize tasks, documents, risks, and stakeholders.
Task Execution
Manage work using Kanban, list, calendar, timeline, or Gantt views.
Delivery Tracking
Track milestones, dependencies, and timelines to keep projects on schedule.
Status Reporting
Deliver clear project health updates with RAG indicators, KPIs, and dashboards.
Core Capabilities of the Project Management Suite
SmartSuite provides a connected set of capabilities to plan work, execute tasks, manage risks, and report progress—so delivery teams can run projects predictably and stakeholders stay informed.
Deliver projects with clarity, accountability, and real-time visibility.
Centralize tasks, timelines, risks, and reporting in one connected workspace. SmartSuite links execution to milestones and outcomes—providing consistent coordination, proactive risk management, and confident delivery from kickoff through completion.
Plan Projects with Repeatable Structure
Create project workspaces with consistent fields, templates, and planning frameworks.
Highlights:
- Standard project templates for scope, deliverables, and roles
- Centralized documentation and decision logs
- Configurable workflows aligned to your methodology
Execute Work with Flexible Task Boards and Views
Run daily work through views tailored to each team—agile, waterfall, or hybrid.
Highlights:
- Kanban boards for stage-based execution
- List and calendar views for workload planning
- Filters and grouping for role-based visibility
Manage Milestones, Dependencies, and Timelines
Visualize delivery plans and critical paths to keep schedules predictable.
Highlights:
- Gantt/timeline views with milestones and dependencies
- Critical path visibility and schedule rollups
- Dependency tracking to prevent missed handoffs
Track Risks, Issues, and Dependencies in One RAID Log
Identify problems early and assign mitigation owners before blockers escalate.
Highlights:
- RAID logs with severity, ownership, and due dates
- Escalation workflows for high-impact items
- Linked records to tasks, milestones, and decisions
Deliver Consistent Status Reporting for Stakeholders
Keep leadership informed with real-time dashboards and standardized summaries.
Highlights:
- RAG status indicators for project health
- Automated rollups for progress, risks, and milestones
- Executive dashboards for portfolios or key initiatives
Built For Modern Project Teams
SmartSuite brings enterprise-grade project management with consumer-grade usability. Choose the rollout path that fits your delivery approach today—and expand as projects, stakeholders, and governance needs grow.
Adopt a Single Capability
Begin with Task Boards, Milestone Tracking, or RAID Management—prove value fast and expand from there.
Roll Out a Full Category
Enable project management end-to-end—connecting planning, tasks, timelines, risks, and status reporting in one workspace.
Deploy the Entire Project Management Suite
Standardize project execution with templates, automation, and executive dashboards—delivering predictable delivery, clear accountability, and real-time visibility across every workstream.
See How SmartSuite Modernizes Project Execution
Experience a connected project workspace where tasks, timelines, risks, and status reporting stay aligned—so teams deliver work with clarity and control.
The Connected Value of SmartSuite Project Management
Quantifiable improvements achieved when organizations centralize planning, task execution, timelines, risks, and reporting in SmartSuite.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster Project Delivery Cycles
Unified workspaces, clear ownership, and automated coordination reduce friction and keep execution moving.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Reduction in Manual Status Reporting
Real-time dashboards and automated rollups replace slide decks and recurring status-chasing.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
Improved Visibility into Risks, Issues, and Dependencies
Connected RAID and dependency tracking helps teams spot blockers earlier and intervene before delays compound.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Better Cross-Functional Alignment and Stakeholder Communication
Shared views, linked records, and consistent reporting create transparency across teams and leadership.
Key Benefits of the Project Management Suite
Project teams need flexible execution tools, consistent reporting, and clear risk visibility without managing multiple disconnected systems. SmartSuite unifies planning, execution, and reporting so projects stay on track and stakeholders stay informed.
Planning, Visibility & Alignment
Centralize scope, tasks, milestones, documents, owners, and updates in one place.
Flexible Views for Every TeamRun work through Kanban, list, calendar, timeline, or Gantt views based on how teams prefer to execute.
Track key milestones and delivery dates with schedules that adapt as priorities change.
Give sponsors and leaders role-based dashboards for visibility without noise.
Start projects faster with structured templates for planning, governance, and reporting.
Ensure every task, milestone, and risk has an accountable owner from start to finish.
Execution Efficiency, Automation & Collaboration
Reduce follow-up work by automating assignments, reminders, and status transitions.
Capture decisions, discussions, and updates directly in project records—not scattered across tools.
Manage upstream/downstream dependencies so teams coordinate effectively.
Use AI Assist to generate weekly updates, meeting summaries, or risk narratives instantly.
Align multiple teams with shared workstreams, linked deliverables, and centralized visibility.
Identify blockers early and resolve issues quickly with shared context and real-time updates.
Governance, Risk Management & Delivery Confidence
Identify and manage risks early with clear mitigation owners and escalation workflows.
Standardize reporting with RAG indicators, KPI summaries, and real-time rollups.
Track scope changes, decisions, approvals, and timeline updates with full traceability.
Support small teams and complex enterprises with consistent governance and flexible execution.
Tailor workflows, dashboards, and templates without relying on developers.
Reduce surprises by combining real-time visibility, automation, and disciplined governance.
Deliver Projects Faster With Clear Ownership and Real-Time Visibility
SmartSuite replaces scattered project tools with one unified workspace—helping teams reduce bottlenecks, manage risks early, and report progress consistently.
How the SmartSuite Platform Powers Project Management
SmartSuite connects planning, execution, risk tracking, timelines, and reporting—so project governance becomes real-time and delivery stays predictable.
Customize project templates, workflows, dashboards, and forms without engineering.
Automate task routing, reminders, escalations, and status updates.
Generate weekly status updates, summaries, risk narratives, and meeting notes instantly.
Connect tasks → milestones → dependencies → risks → decisions → KPIs for complete traceability.
Monitor project health, workload, deadlines, risks, and delivery trends in real time.
Provide role-based visibility and audit-ready history for decisions and updates.
Connect Tasks, Timelines, and Risks in One Workspace
SmartSuite unifies planning, execution, RAID tracking, and reporting so teams work from the same source of truth.
Streamline Task Execution and Cross-Team Coordination
Automations reduce manual follow-ups, while shared views ensure teams coordinate handoffs effectively.
Gain Real-Time Insight into Project Health
Dashboards surface RAG status, milestone confidence, blockers, and workload capacity.
AI Assist & Governance Strengthen Delivery Confidence
AI-generated summaries accelerate reporting, while governance tools ensure consistency and auditability.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects Work, Timelines, and Reporting
SmartSuite links tasks, milestones, risks, dependencies, and dashboards—creating a single source of truth for delivery teams and stakeholders.
Role-Based Capabilities for Project Management
SmartSuite empowers project leaders, delivery teams, PMOs, and executives with connected planning, execution, and reporting — ensuring projects stay aligned, visible, and on track from initiation to completion.
Executive Leadership
Chief Operating Officer (COO)
Oversees company-wide operations and ensures that processes, resources, and performance metrics stay aligned with strategic goals and execution targets.
- Benefit Statement:
SmartSuite provides COOs with a unified operational command center—offering real-time visibility into KPIs, performance trends, and cross-departmental workflows.
- Benefit Source:
Enterprise dashboards, OKR alignment tools, workflow monitoring, and performance governance reports.
Enterprise Oversight
Monitors KPIs across business units to evaluate performance and uncover bottlenecks.
Strategic Alignment
Links departmental goals, OKRs, and initiatives to company-wide strategy.
Performance Governance
Reviews efficiency trends, identifies improvement opportunities, and tracks progress.
Executive Leadership
Head of PMO / PMO Director
Manages programs, initiatives, timelines, deliverables, and dependency risks.
- Benefit Statement:
SmartSuite links initiatives to strategy and OKRs, ensuring programs drive measurable outcomes.
- Benefit Source:
Timelines, risk logs, dependencies, dashboards.
Program Tracking
Monitors initiatives and programs connected to strategic objectives with clear milestone visibility.
Risk Monitoring
Tracks dependencies, risks, and execution blockers that impact strategic delivery.
Status Reporting
Produces consolidated portfolio updates tied to OKRs and strategic themes.
Executive Leadership
Program Manager
Coordinates multiple workstreams, timelines, and cross-team execution.
- Benefit Statement:
SmartSuite unifies workstreams, risks, dependencies, and reporting to improve predictability.
- Benefit Source:
Program hub, RAID logs, milestones, and dashboards.
Workstream alignment
Coordinates deliverables and dependencies.
RAID management
Tracks and escalates risks and issues.
Status reporting
Delivers consistent updates to leadership.
Project Leadership
Project Manager (PM)
Plans and manages project execution across tasks, timelines, and stakeholders.
- Benefit Statement:
SmartSuite centralizes tasks, milestones, RAID, and updates for predictable execution.
- Benefit Source:
Task boards, Gantt/timelines, RAID logs, and automated reporting.
Execution management
Assigns tasks and tracks progress daily.
Risk & dependency control
Manages RAID items and handoffs.
Status reporting
Delivers consistent updates to stakeholders.
Project & Delivery Leadership
Delivery Manager
Focuses on execution flow, team throughput, and delivery predictability across multiple projects or teams.
- Benefit Statement:
SmartSuite provides Delivery Managers with real-time insight into workload, dependencies, and delivery risk.
- Benefit Source:
Task views, workload dashboards, dependency tracking, and automation.
Flow Management
Tracks work in progress and removes delivery bottlenecks.
Capacity Monitoring
Balances workloads across teams and timelines.
Delivery Health
Flags schedule risk early using live indicators.
Project Execution Roles
Project Coordinator
Supports project administration, coordination, and documentation across delivery teams.
- Benefit Statement:
SmartSuite reduces administrative overhead by automating updates, reminders, and documentation tracking.
- Benefit Source:
Task automation, notifications, document management, and dashboards.
Task Coordination
Tracks assignments, due dates, and follow-ups.
Documentation Management
Maintains project records, decisions, and approvals.
Status Support
Assists PMs with accurate, real-time reporting.
Project Execution Roles
Team Lead / Functional Lead
Leads a delivery team contributing work to one or more projects.
- Benefit Statement:
SmartSuite gives team leads clarity on priorities, dependencies, and delivery expectations.
- Benefit Source:
Task views, dependency links, workload dashboards.
Work Prioritization
Reviews assigned tasks and upcoming milestones.
Dependency Coordination
Aligns team work with upstream and downstream needs.
Progress Updates
Keeps delivery status current without extra meetings.
Project Execution Roles
Project Team Member / Contributor
Executes assigned project tasks and deliverables.
- Benefit Statement:
SmartSuite provides a clear, focused view of responsibilities and deadlines.
- Benefit Source:
Task lists, notifications, in-record collaboration.
Task Execution
Completes assigned work with clear due dates and context.
Status Updates
Updates progress directly within tasks or records.
Collaboration
Communicates issues or blockers in context.
Governance, Risk & Assurance Roles
Risk Manager / Project Risk Lead
Oversees identification and mitigation of project-level risks.
- Benefit Statement:
SmartSuite connects risks directly to tasks, owners, and mitigation actions for proactive management.
- Benefit Source:
RAID logs, risk dashboards, linked remediation tasks.
Risk Identification
Logs and categorizes project risks early.
Mitigation Tracking
Assigns actions and monitors progress to closure.
Trend Analysis
Identifies recurring risks across projects.
Governance, Risk & Assurance Roles
Finance Partner / Project Financial Analyst
Supports budget tracking, cost control, and financial visibility for projects.
- Benefit Statement:
SmartSuite links project execution to financial data for better cost oversight.
- Benefit Source:
Budget views, approvals, dashboards, and linked financial records.
Cost Monitoring
Tracks spend against budget and forecasts.
Approval Support
Reviews and routes project-related financial requests.
Reporting
Provides cost and variance insights tied to delivery progress.
Program & Business Ownership
Executive Sponsor / Business Owner
Owns business outcomes and ensures initiatives deliver intended value.
- Benefit Statement:
SmartSuite keeps sponsors aligned on progress, risk, and benefit realization.
- Benefit Source:
Outcome tracking, milestone dashboards, and decision audit trails.
Outcome oversight
Monitors benefits and KPI progress.
Risk management
Reviews dependencies and escalation items.
Governance participation
Supports steering decisions with real-time data.
Built for Project Managers, Team Leads, and Stakeholders
Whether you manage delivery, contribute work, or sponsor initiatives, SmartSuite gives you the views and workflows needed to stay aligned.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Project Teams of Every Size
Choose per-user or per-solution pricing that scales from a single team to enterprise-wide delivery.
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Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Improve Project Delivery and Governance
Explore templates, playbooks, and best practices for planning, execution, status reporting, and managing project risk.