Full details for Smartsheet PM
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Smartsheet is an AI-powered work management platform designed to help teams manage projects, portfolios, and resources. It offers flexible views such as grid, Gantt, card, and calendar, and includes features like automated workflows, dashboards, and reporting. Smartsheet integrates with popular AI tools and business systems, enabling real-time insights, risk detection, and streamlined collaboration. Resource planning, scenario modeling, and workload tracking are available, with enterprise-grade security and scalability for organizations of all sizes.
Review
Editorial review
Purpose: Smartsheet is designed as an AI-powered work management platform that supports project, portfolio, and resource management for teams and enterprises. It targets organizations seeking to unify work tracking, collaboration, and data-driven decision-making in a familiar spreadsheet-like environment. Fit: The platform fits project management professionals, PMOs, resource managers, and teams requiring scalable, flexible tools that integrate AI insights and automation. It suits organizations needing portfolio visibility, workload balancing, and secure collaboration. Workflow: Users organize work using multiple views including grid, Gantt, card, and calendar. Automated workflows streamline updates, approvals, and notifications. Resource planning features enable scenario modeling, workload tracking, and demand management. AI tools provide real-time insights, risk detection, and natural language interaction. Capabilities: Smartsheet offers project and portfolio management, resource planning, automated workflows, AI-powered Smart Assist and Smart Columns, dashboards, reporting, integrations with popular tools (Slack, Google Workspace, Microsoft Teams), and enterprise-grade security controls. Strengths: The platform’s strengths include AI integration embedded in workflows, flexible views, comprehensive resource management, extensive automation, and strong collaboration features. It supports scenario planning and workload heatmaps to optimize resource allocation. Limitations: Advanced features such as resource management and scenario planning require higher-tier or add-on plans. Some integrations and premium features may require setup or additional costs. The learning curve can be steep for complex workflows. Pricing caveats: Pricing varies by plan type and region, with Pro, Business, Enterprise, and Advanced Work Management tiers. Add-ons and premium features may incur extra costs. Users should consult the current pricing page for detailed, up-to-date information.
Key features
- Project and portfolio management
- Resource planning and scenario modeling
- Automated workflows
- AI-powered Smart Assist and Smart Columns
- Flexible views (grid, Gantt, card, calendar)
- Dashboards and reporting
- Workload tracking
- Integrations with AI tools (Claude, Copilot, ChatGPT, Gemini)
- Enterprise-grade security
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