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Help Center

Getting Started

Getting Started

Begin your journey with SmartPM by exploring foundational topics, including platform basics & user management

SmartPM Basics

SmartPM Overview

Demonstration of SmartPM Capabilities

Setting/Resetting your Username and Password

Logging Into SmartPM

Creating a Project and Importing a Baseline schedule

Importing Schedule Updates

Delete a Project

Replacing Schedules, How to Replace Schedules in SmartPM

Creating Automated Report Subscriptions

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User Management & Configuration

Adding Users to Existing Projects

Adding Users to a Project and Setting User Responsibilities / Preferences

SmartPM works best in Google Chrome

Adding/Deleting Users in Your Company Roster

Logging In

Quick Start Procedures

Guidelines for Getting Started

Metadata

Add users to company & Set up users Permissions

Bookmark an SSO Login

Schedule Profile Quality Editor

Schedule Quality Checker

Schedule Importing and Track To's

Schedule File Validations

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SmartPM Schedule Update Reviews

Track to Activities and Milestones

How to Re-Baseline

Setting up a Primary Scenario

SmartPM Trends Report - View Trends

Schedule Changes Analysis

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