Create structured budgets by project, phase, cost category, and workstream with rollups for sponsors, PMOs, and finance teams.
Manage periodic forecast updates with approval workflows, assumption tracking, and automated rollups to maintain financial accuracy over time.
Track planned versus actual spend and identify variances early with dashboards, alerts, and drill-down analysis.
Route procurement requests, invoices, and spend approvals through structured workflows with thresholds, stakeholders, and audit trails.
Capture budget change requests, funding adjustments, and reallocation decisions with documented approvals and traceability.
Organize costs across labor, vendors, software, capital, and operating expenses for consistent reporting and governance.
Link financial investment to project milestones, KPIs, and intended benefits to connect spend with delivered outcomes.
Visualize budget health, forecast confidence, variance trends, and investment performance across projects, programs, and portfolios.
SmartSuite centralizes budgets, approvals, and actuals tracking in one connected workspace with live dashboards.
Yes. SmartSuite tracks environmental, social, and governance metrics aligned to GRI, SASB, and CSRD standards with exportable reporting templates.
Budget records link to actuals, approvals, and variance dashboards with threshold alerts.
Yes—approval paths can be configured based on spend level, category, and department.
Yes—budgets can be linked to milestones, deliverables, KPIs, and benefits for true investment visibility.
Yes—role-based dashboards allow Finance, PMO, sponsors, and PMs to see the right level of detail.
Yes—SmartSuite maintains audit trails, version history, supporting attachments, and approval logs.
Absolutely—SmartSuite supports enterprise portfolio rollups, multi-program governance, and scalable approval models.
Chief Financial Officer (CFO)
Oversees financial strategy, performance, and risk across the organization.
- Benefit Statement:
SmartSuite gives CFOs unified financial visibility across budgets, spend, forecasts, and approvals — enabling faster, more confident decisions.
- Benefit Source:
Dashboards, analytics, linked workflows, and audit-ready reporting.
Financial Oversight
Reviews real-time views of budgets, spend, forecasts, and financial risks across the business.
Budget Alignment
Ensures financial plans align with strategic initiatives, departmental needs, and operational priorities.
Reporting
Produces executive and board-level summaries with consistent, up-to-date financial data.
Chief Operating Officer (COO)
Ensures operational activities align with organizational risk tolerances and resilience goals.
- Benefit Statement:
SmartSuite enables COOs to monitor operational risks and verify that remediation actions are effective.
- Benefit Source:
Real-time dashboards, KRIs, linked issues, and operational risk views.
Operational Risk Monitoring
Tracks risks affecting business operations, services, and processes.
Trend Analysis
Reviews risk patterns and emerging operational exposures over time.
Issue Oversight
Monitors remediation progress for risks impacting delivery and performance.
Controller / Finance Operations Leader
Manages financial controls, approvals, auditability, and reporting integrity.
- Benefit Statement:
SmartSuite strengthens financial governance with structured approvals and audit trails.
- Benefit Source:
Approval workflows, evidence logs, and version history.
Approval governance
manages routing and thresholds.
Audit readiness
tracks decision history and supporting documents.
Compliance reporting
maintains consistent financial controls.
Head of PMO / Portfolio Manager
Oversees portfolio investment health and governance.
- Benefit Statement:
SmartSuite provides consistent budget views tied to initiative performance and outcomes.
- Benefit Source:
Portfolio dashboards, forecast rollups, and benefits linkage.
Portfolio reporting
monitors investment performance across programs.
Benefit tracking
compares spend to outcome delivery.
Benefit tracking
compares spend to outcome delivery.
Program Manager / Project Manager
Manages delivery planning, milestones, and execution updates.
- Benefit Statement
SmartSuite keeps project financials aligned with real delivery progress.
- Benefit Source
Budget-to-milestone linkage, reforecast workflows, and variance dashboards.
Budget ownership
updates forecasts and assumptions.
Variance management
flags issues and corrective actions.
Status reporting
provides reliable financial updates for governance.
Business Sponsor / Initiative Owner
Owns business outcomes and funding expectations for an initiative.
- Benefit Statement:
SmartSuite provides transparency into spend, progress, and outcome delivery.
- Benefit Source:
Dashboards, approval logs, and benefit tracking.
Outcome oversight
monitors planned vs. realized impact.
Funding decisions
approves budget changes with traceability.
Steering participation
reviews investment performance dashboards.
FP&A Analyst / PMO Analyst
Builds reporting, analyzes trends, and supports forecasting and governance.
- Benefit Statement:
SmartSuite consolidates data for accurate analysis and faster reporting cycles.
- Benefit Source:
Dashboards, rollups, and AI-generated summaries.
Forecast analysis
identifies risks and variance trends.
Insight generation
produces recommendations from live data.
Insight generation
produces recommendations from live data.