PROJECTs AND PORTFOLIOs
Maximize portfolio performance
Bring strategy to life with AI and automation. Plan, align, and deliver projects and portfolios that adapt fast, scale, and create measurable value.
TRUSTED BY YOUR FAVORITE BRANDS AND
OVER 85% OF FORTUNE 500 COMPANIES
Customer workflows
Unite people, data, and AI to deliver business value faster.
Smartsheet AI
AI that works as hard as you do
- Know what's at risk before your stakeholders ask
- Connect to any AI tool you use and get answers grounded in your real work data
- See the portfolio view you need without building it yourself
How McLaren Racing finds their edge
Get an in-depth look at how their team scales work without slowing down
Benefits
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Eliminate process inefficiencies, manual follow-up, and guesswork on outcomes with AI-surfaced risk, real-time visibility, data triage, and accurate reporting. Achieve incremental value, faster project implementation, and scale with speed across your portfolios.
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Strike the right balance between top-down and bottom-up portfolio management approaches. Achieve project consistency by standardizing processes without sacrificing end-user experience and user-driven innovation.
saved through process efficiency
Sutherland automates and streamlines processes with Smartsheet to realize significant cost savings.
hours saved across one team
Bayer moved from manual to automated processes for tracking company and team-level objectives in one place.
person-hours saved a year
Special Olympics uses automation and templates to spin up new projects faster and achieve greater efficiencies.
Discover 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. Request a live demo to discover how Smartsheet project and portfolio management tools can revolutionize your workflow.
Sync your tools. Keep teams connected.
Integrate 100s of your favorite apps with Smartsheet, keeping all your work in sync and your team in the loop. With MCP-enabled integrations, that connected portfolio data is also available to the AI tools your teams already use, so intelligence works across your systems, not just inside one.
Features
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Align company goals with skills, capacity, and budget to focus on high-impact work. Engage and rally your teams behind key objectives. Leverage an adaptive platform that helps pivot portfolio priorities to meet changing business needs.
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Use the Smartsheet multi-tier intake process to gather requests and create hierarchical relationships between projects and programs. Streamline demand and balance this with in-flight projects to achieve control and visibility.
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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.
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Plan your resources by role, department, team, and skill. Track workload to get full visibility on resource allocation. Roll up the overall effort required by project, program, or portfolio. Plan ahead, optimize resources, and avoid project risks.
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Automate project creation with blueprints and scale them effortlessly. Empower teams to adopt a methodology of their choice – agile, waterfall, or hybrid. Allocate resources, manage budgets, and execute projects with a collaborative platform.
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Aggregate data, visualize, and report on portfolios with easy-to-configure, widget-based views — or describe the view you need and let AI build it from your live data. Automatically add data from new projects to your portfolio reports and dashboards. Benchmark performance against goals to accurately estimate value.
Customer stories
additional resources
templates
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 stays 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.
industry solutions
