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Product

Smartsheet

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About

Cloud-based work management platform combining spreadsheet familiarity with project management features. Used by AEC teams for project tracking, resource planning, and automated workflows.

How teams use it

By audience

Construction Management
  • Builds and maintains master project schedules with Gantt views, dependencies, and critical-path tracking shared across the team
  • Runs submittal, RFI, and change-order logs as live trackers with status, owner, and due-date columns plus automated reminders
  • Generates rollup dashboards that surface schedule slippage, open items, and budget variance for executive and client reporting
  • Uses intake forms to capture field issues, inspection results, and daily reports that feed directly into tracking sheets
  • Automates workflows for approval routing and overdue-task escalation to keep accountability across subs and stakeholders
General Contracting
  • Coordinates subcontractor schedules and look-ahead plans in shared Gantt sheets with baseline-vs-actual comparison
  • Tracks punch lists and closeout items with mobile updates, photo attachments, and per-item assignment to trades
  • Logs material procurement, long-lead items, and delivery status to prevent schedule-driving shortages
  • Collects subcontractor and vendor data through forms, then routes it via automation for review and approval
  • Rolls up multi-project portfolios into dashboards for ops leadership to monitor manpower and progress
Owner/Developer
  • Monitors program-level dashboards consolidating schedule, budget, and milestone status across the development portfolio
  • Tracks owner-furnished items, permits, financing milestones, and entitlement tasks in shared trackers
  • Uses request forms to capture stakeholder change requests and routes approvals through automated workflows
  • Maintains visibility into contractor reporting without granting access to internal CM/GC systems
  • Reports progress and risk to investors and boards via published dashboards and exported summaries
Architecture
  • Manages design deliverable schedules and milestone tracking across discipline teams and consultants
  • Runs submittal and shop-drawing review logs with status, reviewer, and turnaround-time columns
  • Tracks consultant coordination tasks and outstanding design questions in shared sheets with automated reminders
  • Uses forms to intake client design requests and RFI responses, centralizing them for the project team
  • Builds dashboards reporting design-phase progress and open issues to principals and clients

By phase

Concept & Planning
  • Tracks feasibility tasks, site due-diligence checklists, and entitlement milestones in shared sheets
  • Builds early master schedules and high-level Gantt timelines to set program and funding expectations
  • Captures stakeholder requirements and program inputs through intake forms feeding planning trackers
  • Maintains dashboards summarizing budget assumptions, approvals, and decision status for sponsors
  • Coordinates planning-team tasks and document deliverables with automated due-date reminders
Pre-Construction
  • Manages bid and procurement schedules, tracking subcontractor outreach, proposals, and award status
  • Runs submittal log setup, permit tracking, and long-lead procurement trackers ahead of mobilization
  • Collects subcontractor qualification and pricing data via forms routed through approval automation
  • Builds detailed baseline schedules with dependencies that become the construction-phase reference
  • Dashboards roll up buyout status, budget reconciliation, and outstanding pre-con tasks for the team
Construction
  • Maintains the live construction schedule with look-ahead plans and baseline-vs-actual progress tracking
  • Runs RFI, submittal, change-order, and punch-list logs as trackers with status, owner, and due dates
  • Captures daily reports, inspections, and field issues through mobile forms with photo attachments
  • Automates approval routing and overdue-item escalation to keep subs and stakeholders accountable
  • Provides real-time dashboards on schedule slippage, open items, and budget variance for reporting

Integrations

16

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