Project & Portfolio Management

Alignment

In today's world, business-as-usual is managed by many ERP and CRM vendors who control and report day-to-day activities.

In modern businesses, the need for a more flexible approach to strategy and agility is greater than ever.

Businesses look to project management in various forms to execute thousands of tasks outside of business-as-usual activities.

But project management can be difficult for many reasons:

• Lack of qualified project managers
• Many part-time project managers are thrown into the role without training and experience.
• Unclear standards and guidelines for managing projects.
• Project management tools can be daunting and take years to learn and even longer to master.
• Where there are tools, projects are often managed in silos, and there is little visibility across the portfolio.
• Getting a consolidated or a Birds Eye view is almost impossible.
• Time is wasted on consolidating project data manually.
• Agility is lost.
• The result is that many projects fail.
• Projects may excel in solitary silos.
• Money is wasted on projects that yield no ROI.

Automation

Smartsheet is at the forefront of the collaborative project and portfolio management market, enabling enterprises to execute project and portfolio management at scale.

It is regarded as a leader by Forrester.

Smartsheet received the distinction of being a Customers’ Choice in the 2023 Gartner Peer Insights ‘Voice of the Customer’ in the Collaborative Work Management market. Smartsheet received the highest rating (4.6 out of 5) and the highest percentage of customers willing to recommend the platform (98%). Smartsheet has high user adoption.

Smartsheet is at the forefront of the market.

In addition to its enterprise PPM capabilities, Smartsheet is known to provide solutions for approximately 2000 use cases. This means that it is highly agile, and users turn to Smartsheet to solve many pain points with zero code automation.

In 10 features we love about the Smartsheet platform:

• Standardized data / Single Version of the Truth
• Automated Workflows
• Reports
• Dashboards
• Enterprise-level Security
• Audit trails (on every cell)
• Deployed on Web & Mobile
• Real-time Team Collaboration
• Digital Approvals
• High User adoption

Analysis

Smartsheet provides world-class enterprise reporting with charts and dashboards in real-time across the entire project portfolio and down to the detailed project level too. This provides executives with the status across the entire portfolio. This is a small sample of available metrics:

$ Project/Portfolio Budget

$ Project/Portfolio Actual Spent

$ Variance to Budget

% Variance to Budget

# Risks per category

# Projects at risk

% Projects on time, scope, and budget

# Projects tracking late

# Change requests

$ Change Requests

% Risks with adequate mitigations

% Project health score

# Projects

# Milestones achieved on time

% Milestones on track

# Resources assigned

# Constrained Resources

# Over-allocated Resources

# Unassigned Tasks

$ External Costs

What is Smartsheet?

Smartsheet for Project Management

Project and Portfolio Management

Resource Planning Management