Company Admin Page

The Company Admin page is a centralized location for managing company-wide settings. It allows admins to control structure, permissions, integrations, and standards. When making changes here, they will impact all projects across the company.

To access the Company Admin page, click the Admin icon from the Global Navigation Menu. Within the Company Admin page, there is a menu bar at the top with the following tabs:

Company

The Company tab allows admins to update company name, logo, and address information. Additionally, you are able to define and manage the custom metadata fields that appear across projects in the company. This ensures that all projects are tagged and categorized consistently, making reporting and filtering more reliable across the portfolio.

Create and manage custom metadata fields that appear on project setup forms
Define dropdown options, text fields, and other input types for structured data entry
Ensure all projects capture the same key information at creation

To add a new metadata field: Click Metadata from the company dropdown, click +Metadata, define the field name and type, determine if it is required, and click Save. The field will then appear on all new and existing project profiles.

Data Integrity

The Data Integrity tab is where admins manage core company-wide settings including configurations that shape how SmartPM behaves across all projects. Admins can also create and update quality profiles for how you want to evaluate schedule's quality. Finally, you can create and manage checklists for your schedules.

This is the foundation of your SmartPM environment — changes here affect standards and defaults at the highest level.

Set company-wide defaults for schedule settings, working calendars, and project preferences
Define delay thresholds and performance benchmarks used in analytics
Configure how SmartPM calculates and displays project health across the portfolio

The Quality Profiles tab within Data Integrity allows admins to define the standards that SmartPM uses to evaluate schedule quality across projects. These profiles ensure that all project schedules are measured against the same criteria company-wide. Click here to learn more about each Schedule Quality Profile Templates.

Create and manage profiles that define acceptable schedule quality thresholds
Set rules around logic, constraints, durations, and other schedule health indicators
Assign quality profiles to projects to enforce consistent review standards

To create a new Quality Profile, click + Quality Profile. Make any necessary adjustments to the new profile, and click Save.

Within the Quality Profile tab, you can set a selected profile as the default, clone quality profiles, or print out the quality profile as a report.

Templates

Templates allows you to create, edit, and assign Project Workspaces and Company Dashboards.

Pre-configured rubrics tailored to different project types
Include recommended logic checks, threshold settings, and focus areas
Designed based on best practices and real-world use by SmartPM customers
Fully customizable. Use as is, adapt, or draw inspiration for your own rubrics

Available Templates and Descriptions:

Project Type	Key Characteristics	Focus Areas in Template
Multifamily & Highrise Construction	Repetitive units/floors Overlapping trades	More tolerance for SS/FF ties + lags Duplicate activity name checks Integrity checks suited to Microsoft Project updates
Mission Critical Facilities	Low tolerance for slippage Tight scheduling	High penalties in update integrity metrics Strong enforcement of critical path continuity Metrics like Activities Riding the Data Date and Out-of-Sequence work
Department of Transportation Projects	Linear scope External coordination Seasonal constraints	Moderate penalties on update integrity Information only checks on High Duration, High Float, Critical Path %, Activities Riding the Date More tolerance for SS/FF logic ties + positive lag
Federal Government/USACE Projects	Strict government contract & scheduling rules	Network logic rules & update requirements compliance Monitoring of invalid logic, missing links, excessive lags or constraints Emphasis on update integrity reflecting real progress
Industrial/Manufacturing Facilities	Complex Sequencing Vendor/OEM Dependencies	Closely aligned with SmartPM Default and DCMA- 14 point methodology Moderate penalties on update integrity Strong focus on sequencing, handoffs, and logic soundness

Access

The Users dropdown within the Access tab provides a complete view of everyone who has access to SmartPM under your company. The Groups tab within the access dropdown allows you to create and manage groups for your organization with project access and permissions.

View all active and inactive users in the company
Invite new users and assign them a company-level role
Deactivate users who no longer need access
Edit individual user roles and permissions
See user login counts and details

To invite a new user: Click + User, enter their email address, name, assign a role, determine if they are an SSO User, decide whether to restrict reporting access, and click Save. The user will receive an email to set up their account.

You can also export the entire user list by clicking Export User List.

User Roles

Company Admin: Full privileges to create projects, upload schedules, access admin settings, etc.

Company Read Only: Can view all projects but not edit schedules or manage projects.

Company User: Can only access projects they are assigned to. Permissions depend on project-level roles.

Company User + Add Project: Can access projects they are assigned to plus create new projects.

The Groups tab allows admins to organize users into groups, which can then be assigned to projects or given specific permissions collectively. This simplifies access management, especially for larger teams.

Create groups based on teams, departments, or project roles
Add or remove users from groups as team compositions change
Assign groups to projects to streamline permission management at scale

To create a group: Click + Group, give the group a name, add the relevant users, and click Save. The group can then be assigned to projects from the project level.

Once a group is created, you can manage the project available to the group, edit the name or members of the group, or delete the group.

To create a group: Click + Group, give the group a name, add the relevant users, and click Save. The group can then be assigned to projects from the project level.

Once a group is created, you can manage the project available to the group, edit the name or members of the group, or delete the group.

Integrations

The Integrations tab is where company admins connect SmartPM to third-party platforms and tools. Setting up integrations at the company level makes them available across all projects, eliminating the need for individual project setup.

Connect to document management systems such as Egnyte
Manage authentication and authorization for connected platforms
Enable or disable integrations for your company environment

To connect an integration: Locate the desired integration tile, click Connect, follow the on-screen authorization steps, and confirm the tile shows a Connected status.

Billing & Subscriptions

View and manage project plan allocations across your organization. Within this tab you can view where your projects are allocated.

Audit Logs

The Audit Logs tab gives admins visibility and control over all user activity within SmartPM. This is where you can monitor who is making changes across the organization.

View a complete record of user actions, including who is creating, updating, or deleting projects, models, and scenarios
Track changes to configurations, quality profiles, and other platform settings
Gain greater oversight and accountability across your organization