G2

Pete A.

Senior Business Analyst

Small-Business (50 or fewer emp.)

10/20/2026

"Smartsheet: A Flexible Toolbox for Portfolio Management and Workflows"

4/5

What do you like best about Smartsheet?

We use Smartsheet to solve a lot of problems. We use it to manage and report on our project portfolio, and we use forms and automations to provide the organisation with a simple way of submitting new project requests, and ensuring we have a workflow for assessing and authorising requests. We also use Smartsheet to schedule and manage individual projects, and we have a customised dashboard for project managers to report on their projects. We also us a table with forms to allow vendors to submit information for software security evaluations. In short, Smartsheet is a flexible toolbox that enables us to quickly solve a variety of problems. Review collected by and hosted on G2.com.

What do you dislike about Smartsheet?

We haven't run into a lot of problems. I have found that new users really do need training in order to populate a project schedule. If they aren't prepared to undertake the training they often populate schedules incorrectly, ie by ignoring dependencies and instead just entering start and finish dates directly against tasks. So, you might say that without training the project schedule is a little counterintuitive, but then with the proper training it's fine. Review collected by and hosted on G2.com.

What problems is Smartsheet solving and how is that benefiting you?

We use Smartsheet to manage our project portfolio, and report on it. We use smartsheet forms to intake new project requests and to get information from vendors in response to software security assessments. The forms are really good. I love that we can fully customise a form, including the logic by which it askes questions, and then put it in the vendors hands as simply as sending them an email with a URL in it. We also use Smartsheet to plan, manage and report on individual projects. We have created 3 templates for different sized projects that are pre-populated with our standard project phases, required tasks and documentation. This saves time and ensures consistency across projects, especially when project managers are contractors. In order to size projects we have created a project sizing tool in Smartsheet, and a project prioritization tool. These help us assign the right resources to projects and instruct governance committee and stakeholders about the reasons for our choices. Review collected by and hosted on G2.com.