Project Management
Plan, execute, and track projects with tasks, dependencies, and dashboards that draw on one set of records across teams and processes.
Product Overview
Execute Projects with Clarity, Control, and Linked Workflows
SmartSuite’s Project Management software plans, executes, and tracks projects across your organization in one place, so teams move from scattered tools and spreadsheets to a platform where work, data, and collaboration share the same records.
Teams can manage:
- Project plans, tasks, and milestones
- Dependencies and timelines on Gantt charts
- Cross-functional collaboration with comments and mentions
- Status tracking and reporting
With one table of record per project, organizations can see progress, ownership, and outcomes without chasing updates.
Dashboards and Gantt views show where each project stands, so teams can monitor progress, spot risks, and keep to deadlines.
Project Management works with:
- Resource Management for capacity and allocation
- Portfolio Management for prioritization and oversight
- Project Financial Management for budget tracking
- Strategy & OKR Management for alignment with goals
- Enterprise Assets & Structure for system and ownership context
Projects are managed as part of the operating picture rather than in isolation.
Typical use cases include:
- Project planning and execution
- Cross-team coordination
- Task and milestone tracking
- Operational and strategic initiatives
Teams get a project management system that scales across teams, shows status as it changes, and ties into the wider business workflows that depend on the project.
What is Project Management?
Project Management is the process of planning, executing, and tracking work to achieve specific goals within defined timelines. It enables organizations to coordinate tasks, manage resources, and ensure projects are delivered successfully.
Core Capabilities
SmartSuite’s Project Management product provides the capabilities required to manage projects from planning through execution and completion.
Project Planning & Task Management
Define tasks, milestones, and timelines, with sub-items for the steps under each task.
Dependency & Timeline Management
Manage task dependencies and schedules on a Gantt chart with auto-scheduling.
Collaboration & Communication
Coordinate work with comments, mentions, and assignments on the task record.
Project Dashboards
Track progress, status, and performance metrics on dashboards that drill into the tasks.
Workflow Automation
Automate task assignment, status updates, and notifications.
Resource Integration
Align tasks with resource availability and assignments.
Cross-Project Visibility
Monitor several projects in one view, grouped by team or owner.
Reporting & Analytics
Report on project performance and outcomes with charts and rollups.
Role-Based Access Control
Set who can see and edit project data and workflows.
The Project Lifecycle
SmartSuite supports the full project lifecycle — from planning through execution and delivery.
Define Project Scope
Establish goals, timelines, and deliverables.
Plan & Organize Work
Break down tasks, dependencies, and resources.
Execute & Collaborate
Coordinate work across teams and stakeholders.
Track & Monitor Progress
Measure progress and adjust as needed.
Deliver & Review Outcomes
Complete the project and evaluate performance.
Connected Project Management Ecosystem
SmartSuite connects project management with strategy, resources, and operational workflows — ensuring alignment across the organization.
Coordinate related projects, manage dependencies, and deliver program outcomes with shared visibility across teams and initiatives.
Define strategy, align OKRs, and track outcomes with progress rolled up from the initiatives and projects that deliver them.
Plan, track, and manage project budgets, actual costs, and investment performance across projects, programs, and portfolios.
Manage assets, applications, systems, and organizational structure in one model with clear ownership, relationships, and visibility across your enterprise.
Who This Product Is For
Project Management supports teams responsible for executing work across the organization.
Project Manager
Team Lead
Program Manager
Chief Operating Officer
Executive Leadership
Team Members
Frequently Asked Questions
Answers to the questions readers ask most about this topic.
Project management is the planning, execution, and tracking of work to reach defined goals within a timeline and budget. Without it, deadlines slip, ownership blurs, and nobody can say where a project stands. SmartSuite keeps projects, tasks, timelines, and dependencies in one place, so a team lead can open a project and see progress, owners, and risks from the same records everyone is updating.
Projects start from a template with phases, tasks, and milestones already laid out, and teams adjust scope, dates, and owners for each one. Tasks nest under phases with sub-items, and dependencies are drawn on the Gantt chart. When plans change, dates move on the chart and dependent tasks move with them.
Dashboards track status, milestones, and performance metrics for one project or many, and every chart drills into the underlying tasks. Stakeholders see where work stands without a manual status report. Delays and risks surface on the dashboard while there is time to act.
Dependencies are recorded between tasks and shown on the Gantt chart, where auto-scheduling moves downstream work when an upstream task slips and critical-path highlighting marks the tasks that set the finish date. Teams see bottlenecks before they bite and resequence by dragging bars. Delivery runs in the right order with fewer surprises.
Yes. Teams from different departments work on their own tasks inside one project, with comments, mentions, and assignments on each record. Each team keeps its own saved views while contributing to the shared plan. Updates appear for everyone as they happen, so coordination does not depend on meetings.
Projects link to OKRs and strategic initiatives, to resource allocations, and to budgets in Project Financial Management. Capacity and funding show on the project record rather than in separate systems. Leaders can trace any project back to the goal it serves and forward to the money and people it uses.
Yes. Organizations run many projects across teams, departments, and regions in one workspace, with role-based permissions deciding who sees what. Shared templates keep structure consistent while each team adapts its views. Leadership reports across all of it from one dashboard.
Plans, tasks, dependencies, and status live on one set of records, so teams plan from the same picture they execute against and respond to change as it is recorded. Links to strategy, resources, and finances keep work aligned with what the business needs. Projects finish on schedule more often, with fewer late surprises.
Execute Projects with Confidence and Control
SmartSuite helps teams plan, track, and deliver projects with dashboards, Gantt charts, and workflows that share one set of records.