Project & Program Execution

Modernizing Project Management

SmartSuite helps teams plan, execute, and deliver projects with shared workspaces, flexible views, structured collaboration, and real-time reporting. Keep scope, tasks, timelines, risks, and status updates in one connected place—so projects stay aligned, predictable, and easy to manage at scale.

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Overview
Benefits
Platform
Users
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Resources

One Platform for Connected Project Planning and Execution

SmartSuite centralizes project planning, task execution, timelines, risks, and reporting in one connected workspace. Teams stay aligned on what’s happening now, what’s at risk, and what’s next—while stakeholders get clear visibility into progress and outcomes.

Project Workspaces

Create standardized project spaces that organize tasks, documents, risks, and stakeholders.

Task Execution

Manage work using Kanban, list, calendar, timeline, or Gantt views.

Delivery Tracking

Track milestones, dependencies, and timelines to keep projects on schedule.

Status Reporting

Deliver clear project health updates with RAG indicators, KPIs, and dashboards.

Project & Portfolio Management

Project & Program Execution Products

Agile Product Management

Plan and deliver work using Agile methodologies with sprint management, backlogs, and real-time visibility across teams.

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Project Management

Plan, execute, and track projects with structured workflows, real-time visibility, and connected data across teams.

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Resource Management

Plan, allocate, and optimize resources with real-time visibility into capacity, utilization, and demand across projects and teams.

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Program Management

Coordinate multiple projects, manage dependencies, and deliver outcomes with real-time visibility across teams and initiatives.

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Project Intake and Approvals

Capture, evaluate, and approve project requests with structured workflows, prioritization, and real-time visibility across your pipeline.

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Explore All Project & Portfolio Management Products

Core Capabilities of the Project Management Suite

SmartSuite provides a connected set of capabilities to plan work, execute tasks, manage risks, and report progress—so delivery teams can run projects predictably and stakeholders stay informed.

Deliver projects with clarity, accountability, and real-time visibility.

Centralize tasks, timelines, risks, and reporting in one connected workspace. SmartSuite links execution to milestones and outcomes—providing consistent coordination, proactive risk management, and confident delivery from kickoff through completion.

Project Workspaces

Create standardized project workspaces with predefined structures for tasks, milestones, documents, risks, and roles to accelerate project setup.

Task Management

Manage work using Kanban, list, calendar, timeline, or Gantt views—allowing teams to execute projects in the way that fits their delivery style.

Milestones, Timelines & Dependencies

Define milestones and visualize schedules, dependencies, and critical paths to keep projects on track and anticipate delivery risks.

RAID Log

Track project-level risks, issues, assumptions, and dependencies with clear ownership, mitigation plans, and escalation workflows.

Cross-Team Collaboration

Keep discussions, updates, and decisions in context with tasks and records—reducing reliance on email and status meetings.

Status Reporting

Produce consistent project status updates with RAG health indicators, progress summaries, and key metrics for stakeholders.

Workflow Automation

Automate assignments, reminders, approvals, and handoffs to reduce manual coordination and keep execution moving.

Project Dashboards

Monitor progress, workload, risks, and delivery trends with real-time dashboards tailored for project managers and leadership.

Plan Projects with Repeatable Structure

Create project workspaces with consistent fields, templates, and planning frameworks.

Highlights:

  • Standard project templates for scope, deliverables, and roles
  • Centralized documentation and decision logs
  • Configurable workflows aligned to your methodology
Project record for cloud cost optimization phase 2 with manager, program, progress and stage
Contributor dashboard listing my tasks with phase, priority, due date and status

Execute Work with Flexible Task Boards and Views

Run daily work through views tailored to each team—agile, waterfall, or hybrid.

Highlights:

  • Kanban boards for stage-based execution
  • List and calendar views for workload planning
  • Filters and grouping for role-based visibility

Manage Milestones, Dependencies, and Timelines

Visualize delivery plans and critical paths to keep schedules predictable.

Highlights:

  • Gantt/timeline views with milestones and dependencies
  • Critical path visibility and schedule rollups
  • Dependency tracking to prevent missed handoffs
Project Gantt chart with 14 milestones on track and 7 slipped
Project lifecycle dashboard with risks and issues by type, active risk severity and blocked tasks

Track Risks, Issues, and Dependencies in One RAID Log

Identify problems early and assign mitigation owners before blockers escalate.

Highlights:

  • RAID logs with severity, ownership, and due dates
  • Escalation workflows for high-impact items
  • Linked records to tasks, milestones, and decisions

Deliver Consistent Status Reporting for Stakeholders

Keep leadership informed with real-time dashboards and standardized summaries.

Highlights:

  • RAG status indicators for project health
  • Automated rollups for progress, risks, and milestones
  • Executive dashboards for portfolios or key initiatives
Project status reports grouped by project with RAG status and linked documents

Built For Modern Project Teams

SmartSuite brings enterprise-grade project management with consumer-grade usability. Choose the rollout path that fits your delivery approach today—and expand as projects, stakeholders, and governance needs grow.

Start Small

Adopt a Single Capability

Begin with Task Boards, Milestone Tracking, or RAID Management—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable project management end-to-end—connecting planning, tasks, timelines, risks, and status reporting in one workspace.

Unify Everything

Deploy the Entire Project Management Suite

Standardize project execution with templates, automation, and executive dashboards—delivering predictable delivery, clear accountability, and real-time visibility across every workstream.

Explore Further

All articles
About SmartSuite
What's new
What is Project Management?
What is a Project Workspace?
What is a Gantt Chart?
What is Status Reporting?
What is a RAID Log?
What is Dependency Management?
What is RAG Status Reporting?
What is Cross-Functional Delivery Coordination?

Frequently Asked Questions

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

Can SmartSuite support agile, waterfall, or hybrid delivery?

Yes—flexible views (Kanban, list, calendar, timeline, Gantt) support any methodology.

How does SmartSuite reduce manual status reporting?

Dashboards and automated rollups replace slide decks and manual consolidation.

Does SmartSuite include RAID tracking?

Yes—projects can track risks, assumptions, issues, and dependencies with owners and due dates.

Can stakeholders get different views of the same project?

Yes—role-based dashboards show the right level of detail for each audience.

How does SmartSuite manage dependencies and critical paths?

Timeline and dependency mapping reveals collisions and blockers early.

See How SmartSuite Modernizes Project Execution

Experience a connected project workspace where tasks, timelines, risks, and status reporting stay aligned—so teams deliver work with clarity and control.

Schedule a demo

The Connected Value of SmartSuite Project Management

Quantifiable improvements achieved when organizations centralize planning, task execution, timelines, risks, and reporting in SmartSuite.

34%

Source: Forrester TEI Study on GRC Automation, 2023 — organizations achieved 25–35% faster cross-department processes when data was centralized.

Faster Project Delivery Cycles

Unified workspaces, clear ownership, and automated coordination reduce friction and keep execution moving.

30%

Source: MetricStream Benchmark Report, 2024 — multi-framework control reuse reduced manual workload by 20–30%.

Reduction in Manual Status Reporting

Real-time dashboards and automated rollups replace slide decks and recurring status-chasing.

32%

Source: Deloitte Internal Audit Trends, 2023 — automation tools decreased audit prep hours by 25–35%.

Improved Visibility into Risks, Issues, and Dependencies

Connected RAID and dependency tracking helps teams spot blockers earlier and intervene before delays compound.

36%

Source: Forrester Workflow Efficiency Study, 2023 — integrated analytics tools reduced reporting effort by 25–30%

Better Cross-Functional Alignment and Stakeholder Communication

Shared views, linked records, and consistent reporting create transparency across teams and leadership.

Key Benefits of the Project Management Suite

Project teams need flexible execution tools, consistent reporting, and clear risk visibility without managing multiple disconnected systems. SmartSuite unifies planning, execution, and reporting so projects stay on track and stakeholders stay informed.

Planning, Visibility & Alignment

Unified Project Workspace

Centralize scope, tasks, milestones, documents, owners, and updates in one place.

Flexible Views for Every Team

Flexible Views for Every TeamRun work through Kanban, list, calendar, timeline, or Gantt views based on how teams prefer to execute.

Milestones and Timeline Clarity

Track key milestones and delivery dates with schedules that adapt as priorities change.

Stakeholder Transparency

Give sponsors and leaders role-based dashboards for visibility without noise.

Standardized Project Templates

Start projects faster with structured templates for planning, governance, and reporting.

Clear Ownership & Accountability

Ensure every task, milestone, and risk has an accountable owner from start to finish.

Execution Efficiency, Automation & Collaboration

Automated Task Routing & Reminders

Reduce follow-up work by automating assignments, reminders, and status transitions.

Integrated Communication in Context

Capture decisions, discussions, and updates directly in project records—not scattered across tools.

Dependency Tracking and Handoffs

Manage upstream/downstream dependencies so teams coordinate effectively.

AI-Assisted Project Updates

Use AI Assist to generate weekly updates, meeting summaries, or risk narratives instantly.

Cross-Team Collaboration

Align multiple teams with shared workstreams, linked deliverables, and centralized visibility.

Faster Issue Resolution

Identify blockers early and resolve issues quickly with shared context and real-time updates.

Governance, Risk Management & Delivery Confidence

RAID Tracking (Risks, Assumptions, Issues, Dependencies)

Identify and manage risks early with clear mitigation owners and escalation workflows.

Consistent Status Reporting

Standardize reporting with RAG indicators, KPI summaries, and real-time rollups.

Audit Trails & Change History

Track scope changes, decisions, approvals, and timeline updates with full traceability.

Scalable for Enterprise Delivery

Support small teams and complex enterprises with consistent governance and flexible execution.

No-Code Adaptability

Tailor workflows, dashboards, and templates without relying on developers.

Predictable Delivery Outcomes

Reduce surprises by combining real-time visibility, automation, and disciplined governance.

Deliver Projects Faster With Clear Ownership and Real-Time Visibility

SmartSuite replaces scattered project tools with one unified workspace—helping teams reduce bottlenecks, manage risks early, and report progress consistently.

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How the SmartSuite Platform Powers Project Management

SmartSuite connects planning, execution, risk tracking, timelines, and reporting—so project governance becomes real-time and delivery stays predictable.

No-Code Configuration

Customize project templates, workflows, dashboards, and forms without engineering.

Example:
A PMO creates different project templates for IT, Finance, and Marketing—each with its own milestones, RAID fields, and approval steps—without involving engineering.
Automation Engine

Automate task routing, reminders, escalations, and status updates.

Example:
When a milestone slips, SmartSuite automatically flags the project as “At Risk,” notifies the project sponsor, and creates a mitigation task for the project manager.
AI Assist for Project Delivery

Generate weekly status updates, summaries, risk narratives, and meeting notes instantly.

Example:
Before a steering committee meeting, a Project Manager uses AI Assist to generate a weekly status summary highlighting key risks, blockers, and upcoming milestones.
Linked Record Architecture

Connect tasks → milestones → dependencies → risks → decisions → KPIs for complete traceability.

Example:
A risk logged during execution is automatically linked to the impacted milestone, associated tasks, and the executive decision approving a revised timeline.
Dashboards & Analytics

Monitor project health, workload, deadlines, risks, and delivery trends in real time.

Example:
PMO leaders view a dashboard showing RAG status, milestone confidence, resource load, and overdue risks across the entire project portfolio.
Permissions & Governance Controls

Provide role-based visibility and audit-ready history for decisions and updates.

Example:
Executives see high-level status dashboards, while project teams access task-level detail—every scope change and approval is logged automatically.
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Connect Tasks, Timelines, and Risks in One Workspace

SmartSuite unifies planning, execution, RAID tracking, and reporting so teams work from the same source of truth.

Powered by :
Linked Records
Task Management
Views
Real-Time Updates
Top risks and blockers dashboard with risk and issue types and active risk severity

Streamline Task Execution and Cross-Team Coordination

Automations reduce manual follow-ups, while shared views ensure teams coordinate handoffs effectively.

Powered by :
Automations
Notifications
In-Record Collaboration
Task Management
Objectives grouped by strategic goal with status, owner, priority and progress

Gain Real-Time Insight into Project Health

Dashboards surface RAG status, milestone confidence, blockers, and workload capacity.

Powered by :
Dashboards & Reporting
Global Filters
KPI Scorecards
Real-Time Updates
Project lifecycle dashboard counting projects by phase with average progress and a RAG summary

AI Assist & Governance Strengthen Delivery Confidence

AI-generated summaries accelerate reporting, while governance tools ensure consistency and auditability.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History
Project manager dashboard showing projects by stage with open tasks and progress bars

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 Work, Timelines, and Reporting

SmartSuite links tasks, milestones, risks, dependencies, and dashboards—creating a single source of truth for delivery teams and stakeholders.

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Role-Based Capabilities for Project Management

SmartSuite empowers project leaders, delivery teams, PMOs, and executives with connected planning, execution, and reporting — ensuring projects stay aligned, visible, and on track from initiation to completion.

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 Project & Program Execution 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.

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 Project & Program Execution 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.

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 Project & Program Execution suite

Workstream alignment

Coordinates deliverables and dependencies.

RAID management

Tracks and escalates risks and issues.

Status reporting

Delivers consistent updates to leadership.

Project Leadership

Project Manager (PM)

Project Manager (PM)

Plans and manages project execution across tasks, timelines, and stakeholders.

Explore the Project Manager role

  • Benefit statement

    SmartSuite centralizes tasks, milestones, RAID, and updates for predictable execution.

  • Benefit source

    Task boards, Gantt/timelines, RAID logs, and automated reporting.

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.

Project & Delivery Leadership

Delivery Manager

Delivery Manager

Focuses on execution flow, team throughput, and delivery predictability across multiple projects or teams.

Explore the Project Manager role

  • Benefit statement

    SmartSuite provides Delivery Managers with real-time insight into workload, dependencies, and delivery risk.

  • Benefit source

    Task views, workload dashboards, dependency tracking, and automation.

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.

Project Execution Roles

Project Coordinator

Project Coordinator

Supports project administration, coordination, and documentation across delivery teams.

Explore the PMO Analyst role

  • Benefit statement

    SmartSuite reduces administrative overhead by automating updates, reminders, and documentation tracking.

  • Benefit source

    Task automation, notifications, document management, and dashboards.

How they use the Project & Program Execution suite

Task coordination

Tracks assignments, due dates, and follow-ups.

Documentation management

Maintains project records, decisions, and approvals.

Status support

Assists PMs with accurate, real-time reporting.

Team Lead / Functional Lead

Team Lead / Functional Lead

Leads a delivery team contributing work to one or more projects.

  • Benefit statement

    SmartSuite gives team leads clarity on priorities, dependencies, and delivery expectations.

  • Benefit source

    Task views, dependency links, workload dashboards.

How they use the Project & Program Execution suite

Work Prioritization

Reviews assigned tasks and upcoming milestones.

Dependency Coordination

Aligns team work with upstream and downstream needs.

Progress Updates

Keeps delivery status current without extra meetings.

Project Team Member / Contributor

Project Team Member / Contributor

Executes assigned project tasks and deliverables.

  • Benefit statement

    SmartSuite provides a clear, focused view of responsibilities and deadlines.

  • Benefit source

    Task lists, notifications, in-record collaboration.

How they use the Project & Program Execution suite

Task Execution

Completes assigned work with clear due dates and context.

Status Updates

Updates progress directly within tasks or records.

Collaboration

Communicates issues or blockers in context.

Governance, Risk & Assurance Roles

Risk Manager / Project Risk Lead

Risk Manager / Project Risk Lead

Oversees identification and mitigation of project-level risks.

Explore the Risk Manager role

  • Benefit statement

    SmartSuite connects risks directly to tasks, owners, and mitigation actions for proactive management.

  • Benefit source

    RAID logs, risk dashboards, linked remediation tasks.

How they use the Project & Program Execution suite

Risk identification

Logs and categorizes project risks early.

Mitigation tracking

Assigns actions and monitors progress to closure.

Trend analysis

Identifies recurring risks across projects.

Finance Partner / Project Financial Analyst

Finance Partner / Project Financial Analyst

Supports budget tracking, cost control, and financial visibility for projects.

Explore the FP&A Manager role

  • Benefit statement

    SmartSuite links project execution to financial data for better cost oversight.

  • Benefit source

    Budget views, approvals, dashboards, and linked financial records.

How they use the Project & Program Execution suite

Cost monitoring

Tracks spend against budget and forecasts.

Approval support

Reviews and routes project-related financial requests.

Reporting

Provides cost and variance insights tied to delivery progress.

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 Project & Program Execution suite

Outcome oversight

Monitors benefits and KPI progress.

Risk management

Reviews dependencies and escalation items.

Governance participation

Supports steering decisions with real-time data.

Built for Project Managers, Team Leads, and Stakeholders

Whether you manage delivery, contribute work, or sponsor initiatives, SmartSuite gives you the views and workflows needed to stay aligned.

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
Start free trial
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.

What are the different SmartSuite plan types?

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.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

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.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Project Teams of Every Size

Choose per-user or per-solution pricing that scales from a single team to enterprise-wide delivery.

Request a custom quote
Talk to sales

Featured Resources

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

Video
Project Management (Tasks, Timelines & Delivery)
Watch
Video
Program & Project Management
Watch
Video
Project Intake & Approvals
Watch
Video
Project Financial Management
Watch
Case Study
Enterprise Organization — Project Visibility & Execution 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.

Regional Bank - U.S

IBC

Regional Bank - U.S

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How Moriarty Law Firm Cut Manual Work and Organized Their Clients

Law Firm – US

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How Schock Group Unified Field Ops, CRM, and Projects in One Platform

How Schock Group Unified Field Ops, CRM, and Projects in One Platform

Schock Group

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How Det Andre Teatret Brought Clarity and Coordination to Its Creative Operations

Improv Theater – Norway

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Neilston

Construction Firm – New Zealand

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Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.

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Browse short, on-demand videos that demonstrate how SmartSuite’s Solutions and features work — from automation setup to real-world use cases.
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Submit new ideas, vote on upcoming features, and see what’s on our product roadmap — your feedback drives innovation.
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Community

Collaborate with Builders and Innovators.
Join thousands of SmartSuite users to share ideas, learn best practices, and collaborate on creative solutions for real-world challenges.
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Developer Resources

Build and Extend with SmartSuite.
Access APIs, SDKs, and integration tools to connect SmartSuite to your enterprise stack and develop custom extensions.
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Frequency Asked Questions

300+ Articles. One Knowledge Base.
Explore 300+ short, plain-language articles that explain SmartSuite features, concepts, and best practices in clear, simple language.
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Security at SmartSuite

Enterprise Security You Can Trust.
Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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What’s New

See what shipped.

Every new feature, improvement and announcement, with the plans each one is available on.
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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 Project Management?
What is a Project Workspace?
What is a Gantt Chart?
What is Status Reporting?
What is a RAID Log?
What is Dependency Management?
What is RAG Status Reporting?
What is Cross-Functional Delivery Coordination?

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 Project Delivery and Governance

Explore templates, playbooks, and best practices for planning, execution, status reporting, and managing project risk.

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