Modernizing Project Financials & Budgeting
SmartSuite helps teams plan, track, and govern project financials with clarity and control. Centralize budgets, forecasts, spend, approvals, and reporting so PMOs, Finance, and delivery teams stay aligned on costs, funding, and value—without spreadsheet drift.
One Platform for Project Financial Control and Budget Governance
SmartSuite centralizes project budgets, forecasts, approvals, and spend tracking in one connected workspace. Finance and PMOs gain real-time visibility into investment performance while delivery teams stay aligned on scope, cost, and outcomes.
Budget Planning
Plan and allocate project budgets across phases and categories.
Forecast Management
Manage reforecasts and financial updates with approval workflows.
Variance Tracking
Track planned versus actual spend and identify variances early.
Investment Reporting
Visualize budget health and financial performance in real time.
Core Capabilities of the Project Financial & Budgeting Suite
SmartSuite provides connected capabilities for planning, tracking, and governing project financials—so budgets, forecasts, approvals, and outcomes stay aligned throughout delivery.
Govern project budgets with clarity, control, and real-time visibility.
Centralize budgets, forecasts, spend tracking, and approvals in one connected workspace. SmartSuite links financial governance to delivery execution and outcomes—providing traceable decisions, reduced variance surprises, and confident investment oversight.
Centralize Project Budgets and Funding Requests
Create a single source of truth for budgets, funding approvals, and allocations across projects and programs.
Highlights:
- Budget templates by project type and cost category
- Funding requests with approvals and decision history
- Rollups across project, program, and portfolio levels
Track Spend and Variance in Real Time
Replace spreadsheet updates with live dashboards for planned vs. actual spend and variance tracking.
Highlights:
- Actuals logging with category and vendor detail
- Variance dashboards with thresholds and alerts
- Drill-down visibility for sponsors and finance reviewers
Forecast and Reforecast with Governance
Run consistent forecasting cycles that keep Finance and delivery teams aligned on expected costs.
Highlights:
- Monthly/quarterly reforecast workflows and approvals
- Forecast rollups by portfolio, department, or initiative
- Audit trails for changes and assumptions
Control Spend with Structured Approvals
Route purchase-related approvals through workflows to ensure governance and prevent budget surprises.
Highlights:
- PO/invoice approval workflows linked to budgets
- Vendor spend tracking tied to contracts/SOWs
- Automated routing based on thresholds and departments
Connect Investment to Outcomes and Value
Tie budgets and spend to progress, delivery results, and value realization—so leaders see impact, not just cost.
Highlights:
- Link budgets to milestones, KPIs, and benefits
- Executive dashboards for investment performance
- Steering-ready summaries powered by live data
Built For Modern Project Finance Teams
SmartSuite brings enterprise-grade project financials and budgeting with consumer-grade usability. Choose the rollout path that fits your governance needs today—and expand as portfolios, approvals, and forecasting complexity grow.
Adopt a Single Solution
Begin with Project Budgets, Spend Approvals, or Variance Tracking—prove value fast and expand from there.
Roll Out a Full Category
Enable project financial governance end-to-end—connecting budgets, forecasts, actuals, approvals, and reporting in one system.
Deploy the Entire GRC Suite
Standardize investment oversight with linked project plans, outcome tracking, and executive dashboards—delivering real-time visibility, reduced surprises, and confident financial control across every initiative.
See How SmartSuite Brings Financial Control to Projects
Experience how SmartSuite centralizes budgets, forecasts, spend tracking, and approvals—so project financials stay accurate and visible across teams.
The Connected Value of SmartSuite Project Financials & Budgeting
Quantifiable improvements achieved when organizations centralize project budgets, forecasts, approvals, and spend tracking in SmartSuite.
Source: Gartner Finance Workflow Benchmark, 2023 — automated approval workflows reduced cycle times by 30–35%.
Faster Budget Approvals and Funding Decisions
Standardized intake, approval routing, and audit trails reduce delays and improve decision transparency.
Source: Forrester Financial Operations Efficiency Study, 2023 — centralized financial workflows reduced manual effort by 28–32%.
Reduction in Manual Budget Tracking and Reconciliation
Connected budget records and live dashboards eliminate spreadsheet consolidation and manual rollups.
Source: McKinsey Project Delivery & Forecasting Study, 2022 — unified forecasting systems improved accuracy by ~30%.
Improved Forecast Accuracy Across Projects and Programs
Structured forecasting and variance tracking improves predictability and reduces financial surprises.
Source: BCG Investment Governance Benchmark, 2023 — connected financial governance improved alignment by 30–36%.
Better Alignment Between Finance, PMO, and Delivery Teams
Shared visibility into budget status, spend, and approvals reduces friction and improves governance.
Key Benefits of the Project Financial & Budgeting Suite
Modern project organizations need consistent budgeting, transparent approvals, and real-time insight into spend and variance. SmartSuite connects financial governance to delivery execution so leaders can manage investment performance with confidence.
Budgeting, Funding Visibility & Governance
Maintain structured budget records by project, program, workstream, or cost category.
Capture funding requests, approvals, and decision history with audit-ready traceability.
Track budgets across labor, vendors, software, travel, and other categories with clear rollups.
See total planned vs. actual spend and forecast across portfolios, programs, and departments.
Executives see rollups, PMs see project-level detail, and Finance sees governance controls.
Ensure every budget, forecast, and funding request has an accountable owner.
Forecasting, Spend Tracking & Financial Control
Manage monthly/quarterly reforecasts with structured workflows and approvals.
Track planned vs. actual spend and highlight variances early to prevent overruns.
Route spend-related approvals (POs, invoices, vendor SOWs) through controlled workflows.
Link timesheets or resource allocations to project cost reporting for deeper accuracy.
Trigger notifications when spend exceeds thresholds or forecasts indicate overruns.
Reduce surprise overruns by combining real-time data with disciplined controls.
Reporting, Auditability & Investment Confidence
Generate budget summaries, forecasts, and variance reports automatically.
Track every change, approval, comment, and adjustment to budgets and forecasts.
Tie financial investments to intended benefits, KPIs, and outcome tracking.
Support multiple portfolios, departments, and approval hierarchies with no-code flexibility.
Use AI Assist to generate budget narratives, variance explanations, and steering briefs.
Provide leadership with timely, accurate financial insight to guide prioritization.
Improve Budget Accuracy, Spend Control, and Investment Confidence
SmartSuite replaces spreadsheet-based tracking with connected financial workflows—improving governance and reducing cost surprises.
How the SmartSuite Platform Powers Project Financial & Budgeting
SmartSuite connects budgets, forecasts, approvals, and reporting to delivery work—so project financials remain accurate, governed, and visible at every level.
Customize budget structures, cost categories, approval thresholds, dashboards, and workflows to match your financial governance model.
Automate approvals, reminders, reforecast cycles, variance alerts, and reporting updates to reduce manual coordination.
Generate variance explanations, budget summaries, investment briefs, and forecast narratives instantly from live data.
Connect budgets, approvals, vendors, invoices, projects, milestones, KPIs, and benefits for full financial traceability.
Monitor budget health, forecast accuracy, variance trends, and investment performance in real time.
Ensure role-based visibility and audit-ready history across Finance, PMO, and delivery teams.
Connect Budget Governance to Delivery Execution
SmartSuite links financial records to project milestones, workstreams, and outcomes so cost decisions stay aligned to execution reality.
Streamline Approvals and Forecast Cycles
Automated workflows reduce delays in funding approvals, reforecasts, and spend decisions.
Gain Real-Time Visibility into Budget Health
Dashboards surface variances, forecast risks, approvals, and spend trends across the portfolio.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects Delivery, Spend, and Outcomes
SmartSuite links project plans to financial data, approvals, and reporting—providing end-to-end traceability from funding to outcomes.
Role-Based Capabilities for Project Financial & Budgeting
SmartSuite supports Finance, PMOs, project leaders, and business sponsors with connected financial governance—ensuring budgets, approvals, forecasts, and outcomes remain aligned throughout delivery.
Executive Leadership
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.
Executive Leadership
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.
Finance & PMO Leadership
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.
Finance & PMO Leadership
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.
Delivery & Execution Roles
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.
Built for PMOs, Finance, Project Leaders, and Sponsors
Whether you manage budgets, approve spend, or deliver projects, SmartSuite provides shared visibility and structured financial governance.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
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Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
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and governance.
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Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing, Tailored to Your GRC Program
Choose per-user or per-solution pricing that scales across portfolios, programs, departments, and enterprise governance models.
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Resources to Strengthen Project Financial Governance
Explore templates, best practices, and playbooks for budgeting, forecasting, approvals, and value realization across project portfolios.