Portfolio & Financial Management

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.

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Overview
Benefits
Platform
Users
Pricing
Resources

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.

Project & Portfolio Management

Portfolio & Financial Management Products

Portfolio Management

Prioritize investments, align initiatives to strategy, and optimize outcomes with real-time visibility across your portfolio.

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Project Financial Management

Plan, track, and optimize project financials with real-time visibility into budgets, costs, and investment performance.

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Time & Effort Tracking

Track time, measure effort, and gain real-time visibility into project execution, utilization, and performance across teams.

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Explore All Project & Portfolio Management Products

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.

Portfolio Registry

Maintain a centralized registry of all active, proposed, and completed initiatives with ownership, status, and portfolio classification.

Portfolio Prioritization

Apply configurable scoring criteria—such as strategic alignment, value, risk, and effort—to objectively rank and compare initiatives.

Portfolio Alignment

Link approved intake and demand requests directly into portfolios to ensure traceability from request through execution.

Portfolio Roadmaps

Visualize initiative timelines, milestones, and dependencies across the portfolio to understand sequencing and delivery confidence.

RAG Status Tracking

Monitor portfolio-level health using RAG indicators, risk exposure, and progress metrics across initiatives.

Capacity Visibility

View resource demand and capacity across initiatives to identify bottlenecks and support informed prioritization decisions.

Governance Cadence

Standardize portfolio reviews, stage gates, and steering updates with live dashboards and documented decisions.

Value Tracking

Track anticipated versus realized benefits and outcomes to ensure portfolio investments deliver measurable value.

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
Portfolio process dashboard with active and at-risk portfolios, total budget and portfolios by RAG health
Executive portfolio dashboard with active and at-risk portfolios, budget, forecast and investment mix by priority

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
RAID log summary with 5 open items, 3 escalated, 1 resolved and no high or critical risks
PMO leadership dashboard with portfolios by RAG health and at-risk portfolios over time

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
Key results dashboard with results on track, at risk, missed and achieved by objective

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.

Start Small

Adopt a Single Capability

Begin with a Portfolio Registry, Prioritization Scoring, or Portfolio Health Dashboards—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable portfolio management end-to-end—connecting initiatives, roadmaps, risks, dependencies, and executive reporting in one system.

Unify Everything

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.

Explore Further

All articles
About SmartSuite
What's new
What is Portfolio Management?
What is Portfolio Prioritization?
What is PMO Governance?
What is Benefits Realization?
What is a Steering Committee Pack?
What is Portfolio Risk & Dependency Tracking?
What is Strategy-to-Execution Alignment?
What is RAG Status Reporting?

Frequently Asked Questions

Answers to the most common questions about SmartSuite’s Governance, Risk, and Compliance capabilities.

SmartSuite provides consistent scoring and alignment views that connect initiatives to value, risk, effort, and strategic priorities.

Yes—portfolio registries, dashboards, scoring, and reporting are centralized and automated.

Initiatives can be linked to programs/projects so progress and risks roll up automatically.

Yes—dashboards and AI-generated summaries support steering packs from live data.

Dependency tracking and portfolio-level RAID logs highlight blockers and collisions early.

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.

Schedule a demo

The Connected Value of SmartSuite Portfolio Management

Quantifiable improvements achieved when organizations centralize portfolio priorities, roadmaps, risk, and reporting in SmartSuite.

33%

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.

30%

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.

32%

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.

36%

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

Unified Portfolio Registry

Maintain a single source of truth for all initiatives, with owners, status, scope, and strategic alignment.

Strategic Prioritization Scoring

Evaluate work consistently using scoring models based on value, cost, risk, effort, and alignment.

Portfolio Roadmaps & Timelines

Visualize what’s happening when—across quarters, programs, and teams—with clear milestones and dependencies.

Cross-Portfolio Transparency

Provide shared visibility across business units, PMO, IT, and leadership teams to reduce duplication and misalignment.

Executive Dashboards for Portfolio Health

Track RAG status, milestones, capacity constraints, and progress across the entire portfolio.

Decision Traceability

Maintain a clear record of why initiatives were approved, deferred, or stopped—backed by data and governance history.

Governance & Reporting Efficiency

Standardized Portfolio Governance

Use consistent portfolio workflows for reviews, approvals, stage gates, and executive updates.

Automated Status Rollups

Aggregate initiative and project updates automatically into portfolio-level reporting.

Steering Committee Dashboards

Generate board/steering-ready materials directly from live portfolio data.

Issue, Risk & Dependency Visibility

Track portfolio-level risks and dependencies with assigned owners and mitigation actions.

Portfolio Change Control

Capture scope changes, timeline adjustments, and impacts with audit-ready traceability.

AI-Assisted Summaries & Briefings

Use AI Assist to generate portfolio summaries, risk highlights, and executive briefings quickly.

Outcome Tracking & Value Confidence

Benefits & Outcomes Visibility

Track intended outcomes and progress against KPIs tied to strategic objectives.

Alignment to Strategy & OKRs

Link portfolios directly to strategic goals and OKRs so leaders can see impact.

Investment Performance Insight

Compare spend/effort to progress and outcome delivery to guide prioritization.

Early Warning Signals

Identify stalled initiatives, slipping timelines, or escalating risks with automated alerts.

Scalable Across Teams and Divisions

Support departmental portfolios, enterprise PMOs, and cross-functional governance structures.

No-Code Adaptability

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.

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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.

No-Code Configuration

Customize portfolio models, scoring criteria, dashboards, and workflows without engineering.

Example:
A PMO configures separate portfolio scoring models for IT, business transformation, and regulatory initiatives—each with different value, risk, and cost weightings.
Automation Engine

Automate review cycles, reminders, escalations, approvals, and status rollups.

Example:
Before a quarterly steering meeting, SmartSuite automatically collects project updates, flags at-risk initiatives, and prepares a consolidated portfolio status view.
AI Assist for Portfolio Governance

Generate steering summaries, portfolio health narratives, and risk briefings instantly.

Example:
AI Assist produces an executive summary highlighting stalled initiatives, emerging risks, and investment trade-offs across the portfolio.
Linked Record Architecture

Connect initiatives → programs → projects → risks → dependencies → KPIs → outcomes.

Example:
A portfolio item links directly to its underlying projects, associated risks, resource constraints, and the strategic objective it supports.
Dashboards & Analytics

Monitor portfolio health, progress, risk trends, and outcome delivery in real time.

Example:
Executives view dashboards showing RAG status, investment mix, benefits realization, and capacity utilization across all portfolios.
Permissions & Governance Controls

Control access across executives, PMO teams, and departments with audit-ready history.

Example:
Executives see portfolio rollups, PMOs manage prioritization and approvals, and teams update delivery data—every decision and change is logged automatically.
Explore the SmartSuite platform

Connect Portfolio Priorities to Delivery Work

SmartSuite links portfolios to programs and projects so leaders can see progress and blockers without manual follow-up.

Powered by :
Linked Records
Task Management
Dashboards & Reporting
Real-Time Updates
Portfolio demand dashboard with new, in-review and approved requests and estimated demand cost

Standardize Governance and Decision Cycles

Automate review cadences, approvals, scoring, and status updates to improve consistency and speed.

Powered by :
Approval Workflows
Automations
Notifications
Version History
PMO portfolio dashboard with portfolio steering meetings on a calendar

Gain Real-Time Insight Into Portfolio Health

Dashboards surface RAG status, risks, dependencies, and capacity constraints across the full portfolio.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates
Portfolio RAID dashboard with open items, escalations and RAID items by type and status

AI Assist & Governance Strengthen Executive Reporting

AI-generated summaries plus audit trails ensure steering packs are timely, accurate, and consistent.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History
Portfolio risk record for SAP mapping ambiguities with type, severity, owner and due date

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.

Data Architecture Framework

Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.

Workflow Orchestration Framework

Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.

Automation Framework

Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.

Artificial Intelligence Framework

Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.

SmartSuite
Platform
Designed for the way modern teams work  - fast, visual, and intuitive.
Secure Collaboration Framework

Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.

Enterprise Reporting Framework

Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.

Integrations Framework

Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.

Security & Governance Framework

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.

See how SmartSuite keeps data secure
Role-Based Access

Control visibility by user, role, or team.

Authentication

SSO, 2FA, and IP restrictions built-in.

Audit History

Track every change for 3+ years.

Compliance

SOC 2, GDPR, and enterprise governance ready.

Work 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.

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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.

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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

Chief Operating Officer

Oversees company-wide operations and ensures that processes, resources, and performance metrics stay aligned with strategic goals and execution targets.

Explore the Chief Operating Officer role

  • 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.

How they use the Portfolio & Financial Management suite

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.

Chief Strategy Officer (CSO)

Chief Strategy Officer (CSO)

Oversees strategic planning, OKR governance, and cross-functional alignment.

Explore the Chief Strategy Officer role

  • Benefit statement

    SmartSuite provides a single platform to run strategy cycles, monitor initiatives, and manage strategic risks.

  • Benefit source

    Review workflows, dashboards, KPI connections.

How they use the Portfolio & Financial Management suite

OKR governance

Oversees company-wide OKR cycles, ensuring objectives are structured, measurable, and aligned.

Initiative coordination

Monitors cross-functional initiatives linked to strategic priorities and performance indicators.

Alignment management

Ensures departmental OKRs ladder up clearly to enterprise goals and long-term strategy.

Head of PMO / PMO Director

Head of PMO / PMO Director

Manages programs, initiatives, timelines, deliverables, and dependency risks.

Explore the Head of PMO role

  • Benefit statement

    SmartSuite links initiatives to strategy and OKRs, ensuring programs drive measurable outcomes.

  • Benefit source

    Timelines, risk logs, dependencies, dashboards.

How they use the Portfolio & Financial Management suite

Program tracking

Monitors initiatives and programs connected to strategic objectives with clear milestone visibility.

Risk monitoring

Tracks dependencies, risks, and execution blockers that impact strategic delivery.

Status reporting

Produces consolidated portfolio updates tied to OKRs and strategic themes.

Portfolio Manager

Portfolio Manager

Maintains portfolio visibility, prioritization, and initiative health tracking.

Explore the Portfolio Manager role

  • Benefit statement

    SmartSuite provides a unified registry and scoring model to manage portfolio performance.

  • Benefit source

    Initiative registry, scoring frameworks, roadmap views, and dashboards.

How they use the Portfolio & Financial Management suite

Prioritization

Scores and ranks initiatives consistently.

Health monitoring

Tracks status, blockers, and timeline risk.

Transparency

Provides stakeholders a single source of truth.

Program Manager

Program Manager

Coordinates multiple workstreams, timelines, and cross-team execution.

Explore the Program Manager role

  • Benefit statement

    SmartSuite unifies workstreams, risks, dependencies, and reporting to improve predictability.

  • Benefit source

    Program hub, RAID logs, milestones, and dashboards.

How they use the Portfolio & Financial Management suite

Workstream alignment

Coordinates deliverables and dependencies.

RAID management

Tracks and escalates risks and issues.

Status reporting

Delivers consistent updates to leadership.

Program & Business Ownership

Executive Sponsor / Business Owner

Executive Sponsor / Business Owner

Owns business outcomes and ensures initiatives deliver intended value.

  • Benefit statement

    SmartSuite keeps sponsors aligned on progress, risk, and benefit realization.

  • Benefit source

    Outcome tracking, milestone dashboards, and decision audit trails.

How they use the Portfolio & Financial Management suite

Outcome oversight

Monitors benefits and KPI progress.

Risk management

Reviews dependencies and escalation items.

Governance participation

Supports steering decisions with real-time data.

Analyst & Support Roles

PMO Analyst / Portfolio Analyst

PMO Analyst / Portfolio Analyst

Builds reporting, analyzes trends, and supports governance decisions.

Explore the PMO Analyst role

  • Benefit statement

    SmartSuite consolidates portfolio data for accurate, automated insight.

  • Benefit source

    Dashboards, analytics, scoring models, and AI summaries.

How they use the Portfolio & Financial Management suite

Reporting

Maintains dashboards and steering summaries.

Trend analysis

Identifies stalled initiatives and risk patterns.

Data governance

Ensures portfolio fields and metrics stay consistent.

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.

Schedule a team demo

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.
  • Scalable across teams and business functions.
  • Available in Team, Pro, and Enterprise plan tiers.
Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$15
seat / month billed annually
$20 billed monthly
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For teams that need a better way to manage workflows
  • SmartSuite AI
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin
Professional
$32
seat / month billed annually
$36 billed monthly
Start free trial
For teams and departments who need more advanced features to manage their workflows.
  • SmartSuite AI
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin
Included Team Plan plus:
  • Folders
  • Gmail and Outlook Integrations
  • Advanced Permissions
Enterprise
Custom Pricing
Contact sales
For organizations that need scalable workflows with advanced features, security, and support.
  • SmartSuite AI
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin
Included Professional Plan plus:
  • 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.
Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
  • Audit Management
  • Issues Management
Operational Resilience
  • Operational Resilience
  • Business Impact Analysis (BIA)
  • Incident Management
  • Crisis Management
Risk Management
  • Enterprise Risk Management:
  • Third-Party Risk
  • Vendor Portal
  • Cyber Threat Management
  • RCSA (Risk & Control Self-Assessment):
  • Issues Management
  • Business Structure
  • Contract Management
Compliance 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

Access
Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

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.

Request a custom quote
Talk to sales

Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

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Portfolio Management (Prioritization, Governance & Reporting)
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Project & Program Management
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Project Intake & Approvals
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Project Financial Management
Watch
Case Study
Enterprise Organization — Portfolio Governance at Scale
Read

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2,000 Organizations Worldwide

From global enterprises to innovative startups, SmartSuite helps organizations in every industry modernize their workflows, strengthen governance, and deliver measurable results.

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What’s New

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Latest updates
Mobile: Data Schema Widget
October 5, 2026
Managed Secrets
October 5, 2026
AI: Updated Supported Models
September 28, 2026

Explore Further

All articles
About SmartSuite
What's new
What is Portfolio Management?
What is Portfolio Prioritization?
What is PMO Governance?
What is Benefits Realization?
What is a Steering Committee Pack?
What is Portfolio Risk & Dependency Tracking?
What is Strategy-to-Execution Alignment?
What is RAG Status Reporting?

Getting Started with SmartSuite

Play Getting Started with SmartSuite, part 1: Navigation
Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Play Getting Started with SmartSuite, part 2: Homepage
Part 2: Homepage

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.

Play Getting Started with SmartSuite, part 3: Views
Part 3: Views

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.

Play Getting Started with SmartSuite, part 4: Field Types
Part 4: Field Types

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.

Play Getting Started with SmartSuite, part 5: Dashboards
Part 5: Dashboards

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.

Play Getting Started with SmartSuite, part 6: Automations
Part 6: Automations

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.

Play Getting Started with SmartSuite, part 7: Permissions
Part 7: Permissions

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.

Play Getting Started with SmartSuite, part 8: SmartSuite AI
Part 8: SmartSuite AI

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.

Play Getting Started with SmartSuite, part 9: Formula Field
Part 9: Formula Field

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.

Play Getting Started with SmartSuite, part 10: Power Search
Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Play Getting Started with SmartSuite, part 11: Notifications
Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Play Getting Started with SmartSuite, part 12: Starred Items
Part 12: Starred Items

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.

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