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 (24)
| Direction | Integrates with | Connection | Details |
|---|---|---|---|
| Both | iPaaSWorkato connector (ACC Connect) | ||
| Both | NativeSmartsheet Document Builder for DocuSign | ||
| Both | NativeEgnyte for Smartsheet | ||
| Both | iPaaSCommercient SYNC | ||
| Both | NativeGeoSync by Skyway Consulting | ||
| Both | NativeSoftwareX Connector for Sage Intacct | ||
| Both | NativeDropbox for Smartsheet | ||
| Both | NativeBridge by Smartsheet + Data Shuttle | ||
| Outbound | NativePower Query Smartsheet Connector | ||
| Both | NativeSmartsheet for Microsoft Dynamics 365 Connector | ||
| Both | NativeSmartsheet Salesforce Connector | ||
| Both | NativeBox for Smartsheet | ||
| Both | PartnerCyberco Sync for Procore | ||
| Outbound | NativeProcore Embedded Experience | ||
| Both | NativeSmartsheet ServiceNow Connector | ||
| Both | iPaaSForma Construction Connect | ||
| Both | NativeSYSTEC Primavera P6 Interface | ||
| Both | iPaaSForma Construction Connect (Workato) | ||
| Inbound | NativeFieldwire tasks → Smartsheet (cross-project analytics) | ||
| Inbound | NativeSmartsheet export | ||
| Inbound | NativeFieldwire Native Connector | ||
| Inbound | NativeTakeoff and Estimation App | ||
| Both | NativeSmartsheet MS Project import/export | ||
| Both | NativeBigTime Enterprise Smartsheet sync |
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