Smartsheets is the best tool in my PM toolbox
Updated December 12, 2022

Smartsheets is the best tool in my PM toolbox

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Smartsheet

Smartsheet is used by our Project Management team to manage our project plans for our many clients. Smartsheet's easy-to-use UI will instantly feel familiar to anyone who has used MS Excel or any similar database tools. This interface allows new users to easily dive right in, without relying on tutorials like some of the other leading PM tools in the marketplace that are less intuitive and perhaps even overly-complex. I track project plans down to the task level in Smartsheet, and all of our project budgets are managed within the tool itself, as well.

Pros

  • Easy to use and intuitive
  • Sleek, clean user interface
  • Manages user groups, security, and permissions with ease

Cons

  • Parent / Child relationships at the 'sub-task' level could be easier to use. Sometimes i have issues 'rolling-up' data / numbers when I get below one level or two of sub-tasks. However it may just be user-error, as I have not had the time to investigate further or reference user manuals or tutorials.
  • Nothing else. Smartsheet works quite well and does not leave much to be desired.
  • Ability to grow out our project management capabilities to a more mature organization, with standard processes, many of which are built on the way we manage projects within the tool.
  • Ability to build out a custom financial reporting tool that ties into Smartsheet, allowing us to do all of our financial performance management tracking based on percent complete. This shows clients how we are trending in relation to the budget.
Compared to MS Project, which is the tool I used in the past for managing projects, I strongly prefer Smartsheet. I have turned down job opportunities that require projects to be managed with MS Project, rather than Smartsheet, because just maintaining the project plan can add unnecessary complexity that is not needed. I do not want to have to read tutorials to create a project plan that does what I need it to do. For these reasons, my go-to is Smartsheet - which does not leave anything to be desired for me personally in my project management roles.
Smartsheets is very well suited for building and managing project plans, no matter how simple or complex they are. Budgets are easily managed and maintained, as are scheduling dates and assigning users 'action items' and permissions, with cell-level security features available out of the box.

Smartsheets is well suited for collaboration. Multiple users, if given admin or editor privileges have the ability to make changes at once, avoiding issues that often can materialize regarding versioning errors typical, as a result of multiple authors or editors.

For project managers, smartsheets has multiple 'views' available, which can come in handy depending on your specific purpose. For those interested in seeing all of the details, the standard view is a table/spreadsheet type of view. For a more agile approach, or a simplified user view, their 'task-list' type view can help to easily view in a card-type of format and classify those tasks that have been 'completed' versus 'in-progress' , 'in qa' or other relevant category / classification. Other views include the Gannt chart view, which is helpful for seeing things in a calendar-like view, helpful in showcasing things like dependencies.

Smartsheet Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
10
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Support for Waterfall Methodology
10
Email integration
10
Mobile Access
9
Timesheet Tracking
9
Budget and Expense Management
9
Project & financial reporting
10
Integration with accounting software
10

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