SmartSuite for the Project Manager
The Project Manager plans and delivers a project: scope, schedule, budget, team, risks and stakeholders. They keep tasks, milestones and dependencies current, run status and change control and close the project with lessons learned.
What you own
- Define scope, schedule, budget and the delivery approach
- Plan and assign work, milestones and dependencies
- Manage risks, issues and change requests
- Run status reporting and stakeholder communication
- Track budget, time and resource usage
- Close the project with acceptance and lessons learned
Where the role sits
Each name opens that role's page.
Reports to
Direct reports
Works closely with
GRC processes
The shared GRC process map, highlighted for this role.
Owns
accountable for the process
Touches
contributes or approves
Depends on
consumes its output
How SmartSuite helps, suite by suite
Each card is the persona record from that suite's Users tab.
How they use the Project & Program Execution suite
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.
How they use the Real Estate Operations suite
Task coordination
Manages contractor tasks and timelines.
Documentation control
Stores drawings, change orders, and approvals.
Progress reporting
Provides real-time updates to asset and operations teams.
How they use the Real Estate Operations suite
Project oversight
Tracks schedules, milestones, and dependencies.
Budget coordination
Monitors capex spend against approved budgets.
Handoff management
Coordinates transition from construction to operations.
How they use SmartSuite
Submittal management
Tracks reviews and approvals.
RFI coordination
Routes questions and responses efficiently.
Documentation control
Maintains versioned records and approvals.
How they use SmartSuite
Quality inspections
Executes standardized QA checks.
Punch Lists
Tracks deficiencies to closure.
Compliance Reporting
Reviews trends and corrective actions.
How they use SmartSuite
Timeline visualization
Uses Gantt or Kanban views to track dependencies and milestones.
Automation alerts
Receives notifications for overdue tasks or delayed handoffs.
Reporting automation
Generates weekly progress summaries automatically.
How they use the Real Estate Operations suite
Task coordination
Manages contractor tasks and timelines.
Documentation control
Stores drawings, change orders, and approvals.
Progress reporting
Provides real-time updates to asset and operations teams.
How they use SmartSuite
Daily logs
Captures jobsite activity, weather, labor, and progress.
Safety oversight
Executes inspections and incident reporting.
Field updates
Shares real-time updates with project leadership.
How they use SmartSuite
Portfolio oversight
Reviews progress, risks, and performance across all projects.
Risk trend analysis
Identifies safety, quality, or delivery risks early.
Performance reporting
Produces executive summaries on schedule, cost, and compliance.
How they use the Project & Program Execution suite
Execution management
Assigns tasks and tracks progress daily.
Risk & dependency control
Manages RAID items and handoffs.
Status reporting
Delivers consistent updates to stakeholders.
How they use the Strategy & Planning suite
Project planning
Links project milestones and deliverables directly to strategic initiatives and OKRs.
Risk tracking
Identifies risks and dependencies that could impact delivery against key results.
Initiative alignment
Ensures day-to-day execution remains connected to measurable strategic outcomes.
Suites that serve this role
Products this role uses most
How SmartSuite supports this role
Planning. Builds the plan with tasks, milestones and dependencies in timeline, board and Gantt views.
Execution. Assigns work, tracks progress and automates status updates to stakeholders.
Risk issues. Logs risks, issues and change requests with owners and decisions.
Financials. Tracks budget and actuals against the plan.
Reporting. Produces status reports and dashboards without manual compilation.
Industry reference
The PMI's PMBOK Guide (7th edition) and PRINCE2 (7th edition) are the reference methods for project delivery, and in regulated sectors project records also serve as evidence for change control under SOX and SOC 2, validation under FDA rules and gateway reviews in government.
In their words
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