UNITED STATES EDITIONUS pricing. Source-backed comparisons.

US PRODUCT RESEARCH

Smartsheet

Spreadsheet-style work management with forms, reporting, automations, and portfolio options.

Checked Oct 15, 2026 Β· 12 official sources Β· Desk research
A GOOD FIT WHEN

Operations and program teams comfortable with structured sheets and reports.

  • Forms, formulas, and reports
  • Multiple project views
  • Built-in and connected AI controls
LOOK MORE CLOSELY WHEN

You expect enterprise portfolio features or external AI connections in Pro.

  • Pro capped at ten members
  • Business has a three-member minimum
  • Portfolio features sit in enterprise tiers

CATEGORY-SPECIFIC EVIDENCE

Capabilities, controls and depth.

Scores combine core capabilities and workflow depth. Full support earns full points; limited support earns half. Unverified features create a range, and paid-plan requirements are shown in the evidence. How scoring works β†’

Project management Β· 28 features
67–100/100 documented fit
Core capabilities22.4–32 / 32 pts7/10 checks with established status
Workflow depth44.8–68 / 68 pts9/18 checks with established status
Showing fewer rows does not change the score.
Project management Β· 28 weighted capability checks
Feature / weightSupport, evidence & points
Core capabilityTasks and structured workOrganize project tasks or work items in a plan.
4 points maximum
Supported4 / 4 pts

Table and board views organize work.

Official documentation Β· Oct 15, 2026Source
Core capabilityTimeline or dependency planningPlan dates or dependencies in timeline, Gantt or dependency views.
4 points maximum
Supported4 / 4 pts

Gantt and calendar planning are documented.

Official documentation Β· Oct 15, 2026Source
Depth checkDependency-aware reschedulingMove linked task dates or identify downstream impact when a predecessor changes.
5.6 points maximum
Ask for a demonstration

Delay a predecessor and show which dependent dates or warnings change.

A scenario to run with the supplier; not a completed product test.
Supported5.6 / 5.6 pts

With dependencies enabled, changing a predecessor's dates recalculates dependent task dates.

Official documentation Β· Oct 15, 2026Source
Depth checkBaseline or planned-versus-actual trackingCompare a saved or planned schedule with current progress or actual dates.
6.4 points maximum
Ask for a demonstration

Save a plan, change delivery dates and show the variance from the original plan.

A scenario to run with the supplier; not a completed product test.
Supported6.4 / 6.4 pts

Baselines preserve planned start and finish dates and expose variance against the current schedule.

Official documentation Β· Oct 15, 2026Source
Core capabilityDiscussion attached to workDiscuss work through comments, updates or project chat.
4 points maximum
Not verified0–4 / 4 pts

The reviewed documentation does not establish discussion attached to work at this feature level. This is an evidence gap, not a finding that the capability is absent.

Not verified Β· Oct 15, 2026Source
Core capabilityShared documents or reviewCollaborate on documents, attachments or reviewable work within a project.
4 points maximum
Supported4 / 4 pts

Contributors can collaborate using shared reports.

Official documentation Β· Oct 15, 2026Source
Depth checkWork or document version historyInspect prior task/document values or restore an earlier version.
5.6 points maximum
Ask for a demonstration

Change shared project content and show the previous version and restoration options.

A scenario to run with the supplier; not a completed product test.
Supported5.6 / 5.6 pts

Cell history records previous values, editors and times. The activity log provides broader sheet activity on supported plans.

Official documentation Β· Oct 15, 2026Source
Depth checkScoped external-collaborator accessLimit an external collaborator to selected work while protecting unrelated project information.
6.4 points maximum
Ask for a demonstration

Invite a test guest to one project and show that another project remains inaccessible.

A scenario to run with the supplier; not a completed product test.
Supported6.4 / 6.4 pts

Sharing permissions apply to specific sheets, reports and workspaces, with viewer, commenter, editor and administrator roles.

Official documentation Β· Oct 15, 2026Source
Core capabilityTriggered workflow automationRun configured steps when a task or project event occurs.
3.2 points maximum
Supported3.2 / 3.2 pts

Pro includes 250 automations per month.

Official documentation Β· Oct 15, 2026Source
Core capabilityAutomated routing or approvalsAutomatically route work, assign it or initiate a review/approval.
3.2 points maximum
Not verified0–3.2 / 3.2 pts

The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent.

Not verified Β· Oct 15, 2026Source
Depth checkMultiple-condition workflow rulesCombine conditions before a workflow changes or routes work.
4.8 points maximum
Ask for a demonstration

Create a rule for an overdue high-priority item and show that a low-priority item does not trigger it.

A scenario to run with the supplier; not a completed product test.
Supported4.8 / 4.8 pts

Workflow condition blocks support multiple filters and branching paths to control which rows cause subsequent actions.

Official documentation Β· Oct 15, 2026Source
Depth checkApproval outcomes in the workflowCapture approval/rejection or requested changes and use that result to advance or reroute work.
4.8 points maximum
Ask for a demonstration

Reject an approval request and show the item returning to its owner with the decision recorded.

A scenario to run with the supplier; not a completed product test.
Supported4.8 / 4.8 pts

Approval requests pause workflows for an approve/decline decision. Subsequent conditions can act on the recorded approval status.

Official documentation Β· Oct 15, 2026Source
Core capabilityCross-project portfolio visibilitySee or report across multiple projects in one view.
2.4 points maximum
Supported2.4 / 2.4 pts

Portfolio features require Enterprise+.

Official documentation Β· Oct 15, 2026Source
Core capabilityResource or workload planningReview or allocate team capacity across work.
2.4 points maximum
Not verified0–2.4 / 2.4 pts

The reviewed documentation does not establish resource or workload planning at this feature level. This is an evidence gap, not a finding that the capability is absent.

Not verified Β· Oct 15, 2026Source
Depth checkCapacity and overload visibilityCompare allocated work with individual or team capacity and identify overload.
3.2 points maximum
Ask for a demonstration

Over-allocate a person across two projects and show where the conflict appears.

A scenario to run with the supplier; not a completed product test.
Supported3.2 / 3.2 pts

Workload tracking displays allocation across enabled projects and highlights over-capacity assignments. Availability depends on the plan and resource configuration.

Official documentation Β· Oct 15, 2026Source
Depth checkPortfolio progress or metric rollupsAggregate progress, dates or configured measures from multiple projects into a portfolio report.
4 points maximum
Ask for a demonstration

Change a project measure and show the corresponding portfolio total or status update.

A scenario to run with the supplier; not a completed product test.
Supported4 / 4 pts

Portfolio reports aggregate project information across portfolios and Control Center programs.

Official documentation Β· Oct 15, 2026Source
Core capabilityAI work summaries or contentGenerate or summarize content using work or project context.
2.4 points maximum
Supported2.4 / 2.4 pts

Smart Assist explains sheets and supports conversational work.

Official documentation Β· Oct 15, 2026Source
Core capabilityAI-driven work actionsUse AI to classify, update, route or execute steps on work items.
2.4 points maximum
Supported2.4 / 2.4 pts

Smart Assist sheet updates and AI columns depend on the applicable plan and administrator settings.

Official documentation Β· Oct 15, 2026Source
Depth checkAI respects work-access boundariesDocument that AI uses only work the requester or configured agent can access.
3.2 points maximum
Ask for a demonstration

Ask AI about a restricted project as a guest and show the boundary.

A scenario to run with the supplier; not a completed product test.
Not verified0–3.2 / 3.2 pts

The reviewed evidence does not establish this advanced behavior: ai respects work-access boundaries. Request the demonstration above; absence of public evidence does not establish absence of the feature.

Not verified Β· Oct 15, 2026Source
Depth checkReview or scope AI work-changing actionsRequire approval or explicitly configure which work-changing actions an AI assistant/agent may perform.
4 points maximum
Ask for a demonstration

Ask AI to update a task and show the review step or configured action permissions.

A scenario to run with the supplier; not a completed product test.
Supported4 / 4 pts

Generated formulas or text appear in an output preview; the user chooses the destination cells and applies the result. This is a review-and-apply workflow, not autonomous project editing.

Official documentation Β· Oct 15, 2026Source
Depth checkKeep one task synchronised across multiple projectsDemonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkIdentify the project's critical pathDemonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkRegenerate recurring work after completionDemonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkProtect public intake forms against automated spamDemonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkRecover accidentally deleted tasks or projectsDemonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkCalculate task metrics with formula fieldsDemonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkLink dependencies between separate projectsDemonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Depth checkDelegate an absent project approver's decisionsDemonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximum
Ask for a demonstration

Demonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.

A scenario to run with the supplier; not a completed product test.
Not verified0–2.5 / 2.5 pts

This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan.

Not verified Β· Oct 21, 2026Source
Compare in Project management β†’

AI CAPABILITY CHECK

What does its AI actually do?

Native AI capabilities

Smart Assist can explain and update sheets; other AI features and external MCP access depend on plan.

Official AI source

Documented capabilities

  • Conversational sheet work
  • AI dashboard building
  • AI columns

Limits to check

  • External assistants require Business or higher
  • Several analysis/formula features are enterprise-only
  • Admin toggles apply plan-wide

Understand the full price

Pro $9/member/month annually or $12 monthly; Business $19 annually or $24 monthly.

Billing basis: annual. Unit: per member/month, annual billing. Currency: USD.

  • Enterprise portfolio and SSO
  • Advanced Work Management connectors

Verify current pricing with the vendor

Integrations and deployment

  • Claude via MCP
  • ChatGPT via MCP
  • Premium data connectors

Admins control capabilities separately; toggles do not govern the external assistant's own settings.

US buying context

US dollar pricing verified; distinguish member, guest, and contributor rules.

The evidence record

Pro supports one to ten members

Official evidence

Business starts at three members

Official evidence

External AI connections require Business+

Official evidence

AI controls are plan-wide

Official evidence

Source library

  1. Pricing
  2. Smart Assist and MCP
  3. AI management by plan
  4. Workflow depth documentation
  5. Workflow depth documentation
  6. Workflow depth documentation
  7. Workflow depth documentation
  8. Workflow depth documentation
  9. Workflow depth documentation
  10. Workflow depth documentation
  11. Workflow depth documentation
  12. Workflow depth documentation

Research is based on documentation, not a hands-on performance test. Report a correction.

EXPLORE THE ALTERNATIVES

Keep your options open.

Project management alternatives Β· highest documented score first.

83–100/100 documented fit

Asana

Work management for task ownership, dependencies, portfolios, and repeatable team workflows.

Good fit forCross-functional teams linking projects to goals and capacity.
$10.99per user/month, annual billing Β· billed annually
View research
74–100/100 documented fit

Wrike

Work management with request workflows, resource planning, and configurable AI agents.

Good fit forTeams with formal delivery processes and resource or portfolio oversight.
$25.00per user/month, annual billing Β· billed annually
View research
72–100/100 documented fit

ClickUp

Tasks, documents, chat, time, and AI in a configurable work-management platform.

Good fit forTeams consolidating several collaboration tools into one workspace.
$7.00per user/month, annual billing Β· billed annually
View research

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