Modernizing Portfolio Management
SmartSuite gives leaders a portfolio-level view of initiatives, priorities, and progress—so you can govern investment decisions with clarity. Track portfolio health, roadmap timelines, dependencies, risks, and outcomes in one connected workspace, with real-time dashboards for every stakeholder.
One Platform for Connected Portfolio Management
SmartSuite centralizes portfolio priorities, roadmaps, risks, and reporting in one connected workspace—so leaders can govern investment decisions with clarity and confidence. Link strategic priorities to the initiatives delivering results and monitor portfolio health in real time.
Portfolio Registry
Maintain a centralized inventory of initiatives across the organization.
Prioritization Scoring
Rank initiatives using configurable value, risk, and effort criteria.
Portfolio Health
Monitor RAG status, risks, and dependencies across the portfolio.
Steering Reporting
Deliver real-time portfolio insights for leadership decisions.
Core Capabilities of the Portfolio Management Suite
SmartSuite provides a connected set of portfolio capabilities that help leaders prioritize initiatives, govern execution, and track outcomes—without relying on spreadsheets or disconnected tools.
Govern investments with clarity, prioritization, and real-time visibility.
Centralize initiatives, roadmaps, risks, and executive reporting in one connected workspace. SmartSuite links portfolios to strategy, delivery, and outcomes—providing confident decision-making and consistent governance at scale.
Build a Single Source of Truth for Portfolio Work
Bring all initiatives into one registry with consistent fields, owners, and status definitions.
Highlights:
- Unified initiative registry across departments and teams
- Standardized status stages and ownership models
- Linked records for programs, projects, and outcomes
Prioritize Investments Using Consistent Scoring
Make prioritization fair, repeatable, and data-driven using configurable scoring models.
Highlights:
- Scoring models for value, cost, risk, effort, and alignment
- Approval-ready decision trails for governance meetings
- Clear ranking views and “what changed” history
Visualize Roadmaps, Dependencies, and Critical Paths
See the portfolio plan at a glance and identify collisions before they become delays.
Highlights:
- Roadmaps with timeline and milestone views
- Dependency mapping across initiatives and programs
- Portfolio-level risk and bottleneck visibility
Govern Portfolio Health With Real-Time Reporting
Replace manual reporting cycles with dashboards that update as teams execute.
Highlights:
- Live RAG indicators and health dashboards
- Automated rollups from project/program updates
- Steering-ready views for executives and committees
Connect Portfolio Work to Strategy and Outcomes
Tie investment decisions directly to OKRs and measurable outcomes across the business.
Highlights:
- OKR and KPI alignment for every initiative
- Outcome tracking with linked metrics and owners
- Executive insight into impact, not just activity
Built For Modern Portfolio Teams
SmartSuite brings enterprise-grade portfolio management with consumer-grade usability. Choose the rollout path that fits your governance model today—and expand as portfolios, priorities, and reporting needs grow.
Adopt a Single Capability
Begin with a Portfolio Registry, Prioritization Scoring, or Portfolio Health Dashboards—prove value fast and expand from there.
Roll Out a Full Category
Enable portfolio management end-to-end—connecting initiatives, roadmaps, risks, dependencies, and executive reporting in one system.
Deploy the Entire Portfolio Suite
Standardize portfolio governance with linked strategy, delivery work, and outcomes dashboards—delivering real-time visibility into investments, progress, and impact.
See How SmartSuite Modernizes Portfolio Management
Experience how SmartSuite unifies portfolio priorities, roadmaps, risks, and reporting—so leaders can make faster, more confident investment decisions.
The Connected Value of SmartSuite Portfolio Management
Quantifiable improvements achieved when organizations centralize portfolio priorities, roadmaps, risk, and reporting in SmartSuite.
Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.
Faster Portfolio Prioritization and Decision Cycles
Standardized scoring and portfolio dashboards accelerate investment decisions and reduce prioritization friction.
Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.
Reduction in Manual Governance Reporting
Live dashboards and automated portfolio summaries replace spreadsheet consolidation and slide-building.
Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.
Improved Visibility Into Portfolio Risk and Dependencies
Connected RAID/dependency tracking helps leaders identify bottlenecks earlier and manage portfolio-level risk proactively.
Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%
Better Alignment Between Strategy, Portfolio, and Execution Teams
Shared portfolio views improve coordination across PMO, executives, and delivery teams and reduce duplication of work.
Key Benefits of the Portfolio Management Suite
Modern organizations need a clear, connected view of what work is happening, why it matters, and whether it’s delivering results. SmartSuite unifies portfolio visibility, prioritization, and governance—so leaders can allocate resources with confidence.
Portfolio Visibility, Prioritization & Strategic Alignment
Maintain a single source of truth for all initiatives, with owners, status, scope, and strategic alignment.
Evaluate work consistently using scoring models based on value, cost, risk, effort, and alignment.
Visualize what’s happening when—across quarters, programs, and teams—with clear milestones and dependencies.
Provide shared visibility across business units, PMO, IT, and leadership teams to reduce duplication and misalignment.
Track RAG status, milestones, capacity constraints, and progress across the entire portfolio.
Maintain a clear record of why initiatives were approved, deferred, or stopped—backed by data and governance history.
Governance & Reporting Efficiency
Use consistent portfolio workflows for reviews, approvals, stage gates, and executive updates.
Aggregate initiative and project updates automatically into portfolio-level reporting.
Generate board/steering-ready materials directly from live portfolio data.
Track portfolio-level risks and dependencies with assigned owners and mitigation actions.
Capture scope changes, timeline adjustments, and impacts with audit-ready traceability.
Use AI Assist to generate portfolio summaries, risk highlights, and executive briefings quickly.
Outcome Tracking & Value Confidence
Track intended outcomes and progress against KPIs tied to strategic objectives.
Link portfolios directly to strategic goals and OKRs so leaders can see impact.
Compare spend/effort to progress and outcome delivery to guide prioritization.
Identify stalled initiatives, slipping timelines, or escalating risks with automated alerts.
Support departmental portfolios, enterprise PMOs, and cross-functional governance structures.
Evolve scoring models, dashboards, and portfolio structures without engineering support.
Drive Clarity, Focus, and Accountability Across Your Portfolio
SmartSuite reduces spreadsheet sprawl and manual reporting. Standardize how initiatives are prioritized and track portfolio health with real-time dashboards.
How the SmartSuite Platform Powers Portfolio Management
SmartSuite connects portfolio priorities, delivery updates, risks, and outcomes—turning governance into a real-time system instead of a reporting cycle.
Customize portfolio models, scoring criteria, dashboards, and workflows without engineering.
Automate review cycles, reminders, escalations, approvals, and status rollups.
Generate steering summaries, portfolio health narratives, and risk briefings instantly.
Connect initiatives → programs → projects → risks → dependencies → KPIs → outcomes.
Monitor portfolio health, progress, risk trends, and outcome delivery in real time.
Control access across executives, PMO teams, and departments with audit-ready history.
Connect Portfolio Priorities to Delivery Work
SmartSuite links portfolios to programs and projects so leaders can see progress and blockers without manual follow-up.
Standardize Governance and Decision Cycles
Automate review cadences, approvals, scoring, and status updates to improve consistency and speed.
Gain Real-Time Insight Into Portfolio Health
Dashboards surface RAG status, risks, dependencies, and capacity constraints across the full portfolio.
AI Assist & Governance Strengthen Executive Reporting
AI-generated summaries plus audit trails ensure steering packs are timely, accurate, and consistent.
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 Portfolios to Delivery and Outcomes
SmartSuite links initiatives to programs, projects, risks, dependencies, and KPIs—providing end-to-end visibility from priorities to results.
Role-Based Capabilities for Portfolio Management
SmartSuite supports executives, PMOs, portfolio managers, and business owners with connected views of priorities, risks, investments, and outcomes—so governance becomes proactive and data-driven.
Executive Leadership
Chief Operating Officer (COO)
Oversees company-wide operations and ensures that processes, resources, and performance metrics stay aligned with strategic goals and execution targets.
- Benefit Statement:
SmartSuite provides COOs with a unified operational command center—offering real-time visibility into KPIs, performance trends, and cross-departmental workflows.
- Benefit Source:
Enterprise dashboards, OKR alignment tools, workflow monitoring, and performance governance reports.
Enterprise Oversight
Monitors KPIs across business units to evaluate performance and uncover bottlenecks.
Strategic Alignment
Links departmental goals, OKRs, and initiatives to company-wide strategy.
Performance Governance
Reviews efficiency trends, identifies improvement opportunities, and tracks progress.
Executive Leadership
Chief Strategy Officer (CSO)
Sets strategic goals and monitors enterprise-level execution.
- Benefit Statement:
SmartSuite links strategy to execution with real-time KPI and program visibility.
- Benefit Source:
Dashboards, OKR scoring, initiative tracking.
Strategic alignment
Portfolio prioritization
Executive reporting
Executive Leadership
Head of PMO / PMO Director
Governs program standards, reporting, and executive cadence across portfolios.
- Benefit Statement:
SmartSuite standardizes governance, stage gates, and steering reporting from live data.
- Benefit Source:
Governance workflows, reporting templates, and automated rollups.
Governance cadence
Runs reviews and stage gates consistently.
Reporting consistency
Generates steering materials from dashboards.
Program oversight
Monitors cross-program risks and dependencies.
Executive Leadership
Portfolio Manager
Analyzes initiative health and alignment.
- Benefit Statement:
SmartSuite consolidates initiative data into actionable insights.
- Benefit Source:
Scorecards, forecasting, risk logs.
Portfolio analysis
Benefits tracking
Prioritization scoring
Executive Leadership
Program Manager
Coordinates multiple workstreams, timelines, and cross-team execution.
- Benefit Statement:
SmartSuite unifies workstreams, risks, dependencies, and reporting to improve predictability.
- Benefit Source:
Program hub, RAID logs, milestones, and dashboards.
Workstream alignment
Coordinates deliverables and dependencies.
RAID management
Tracks and escalates risks and issues.
Status reporting
Delivers consistent updates to leadership.
Built for PMOs, Portfolio Leaders, and Executive Sponsors
Whether you lead a PMO, manage enterprise initiatives, or sponsor strategic investments, SmartSuite gives you real-time clarity into portfolio health and progress.
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.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
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.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
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 for Portfolio Teams of Every Size
Choose per-user or per-solution pricing that scales across departments, PMOs, and enterprise portfolio governance.
.png)
-min.jpeg)
-min.png)
.jpeg)
.png)
-min.jpeg)
-min.png)
SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
SmartSuite Academy
Demo Library
Support
Customer Stories
Feature Requests
Community
Developer Resources
Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Improve Portfolio Governance and Execution
Explore templates, best practices, and playbooks for prioritization, portfolio dashboards, steering governance, and value tracking.