Smartsheet

By audience

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

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

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