SmartPM V1
Help content for customers using the original SmartPM experience.
Getting Started
- 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
- How to Use the New Project List View
- 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
- Schedule Quality Templates by Project Type
- Track to Activities and Milestones
- How to Re-Baseline
- Setting up a Primary Scenario
- SmartPM Trends Report - View Trends
- Schedule Changes Analysis
Using SmartPM
- SPI (Schedule Performance Index)
- Schedule Comparison Tool
- Navigating the Company Dashboard
- View Trends
- Predicted Completion
- Critical Path Delay
- Planned Impacts
- Project Health
- Schedule Quality
- Summary Report - Company Dashboard
- Primary Scenario
- Schedule Compression
- End Date Variance
- Project Name
- Project Workspace Overview
- Changes
- Weather
- Scenarios / Key Milestones
- Current End Date
- Current Data Date
- Baseline End Date
- Schedules Tab (overview)
- Scenarios - The Project Dashboard
- The Project Dashboard Navigation
- Project Settings
- How to Use the Monthly Distribution Page
- Checklists
- Delay Analysis Tool - New
- Schedule Quality - The Project Dashboard
- Monthly Distribution Chart - Average
- Executive Dashboard Card Layout Views by Persona
- Delay Calculations
- Executive Dashboard Overview
- Windows Half-Step Delay Analysis, Advanced Delay Analysis
- Executive Dashboard Subscription
- Earned Baseline Days
- Forecasted/Predicted Completion Date
- Schedule Quality Editor Walkthrough
- Planned Acceleration
- Overview of Key Terms
- Percent Complete Calculations
- The Schedule Quality Report
- Delay Table - Analysis Understanding
- Schedule Quality Parameters
- Schedule Quality: Missing Logic
- Navigating the Gantt Chart
- Print the project Gantt Chart to PDF
- Calendar Audit Log
- Assign or Delete a Constrained Start Date to an Activity
- Progress Override
- View Look Ahead Schedules
- Schedule Quality: Critical Path %
- Schedule Quality: High Durations
- Constraint Issues
- Schedule Quality: Constraints
- Schedule Quality: Positive and Negative Lag
- Schedule Quality: Resource Loaded Activities
- Schedule Quality: Started With No Progress
- Schedule Quality: Changed Actual Dates
- Schedule Quality: (Filter Icon - Gantt Chart)
- Schedule Quality: Total Relationships
- Schedule Quality: Future Actual Dates
- Schedule Quality: Decreased Percent Complete
- Schedule Quality: Missing Actual Finish Date
- Schedule Quality: Convergence and Divergence Bottlenecks
- Flagging Changes
- Activity Quick Search
- Viewing/Adding/Editing/Deleting Logical Relationships in the Project
- Creating Project "Filters"
- Adjusting Activity Attributes
- Setting the Organizational Structure of the Project
- Filtering
- Revert Rule in Scenario Conditions
- Advanced Modeling - Overview
- Reject Rule in Scenario Conditions
- Bulk Change in Modeling
- One-Off Change in Scenario Conditions
- Test Workweek - Advanced Modeling
- Remove Resources - Advanced Modeling
- Custom Reports - Overview
- Company Custom Reports
- Project Custom Reports
- Should Have Started, Should Have Finished Report
- SmartPM Summary Report
- The SmartPM Report
- Pre-Configured Reports
- Trends: Schedule Compression Over Time
- SmartPM Custom Report Templates
- Customize % Complete - Advanced Modeling
- Trends: Critical Path % Over Time
- Trends: High Total Float Percentage Over Time
- Trends: Missing Logic
- Trends: Planned vs Actual Percent Complete
- Trends: Schedule Changes Over Time
- Trends: Schedule Delay Over Time
- Trends: Average Activity Total Float Over Time
- Trends: Schedule Quality Over Time
- CPM Scheduling Myths and Misconceptions
- Foundations of CPM - Video Series
Best Practices & Learning Center
- Planning vs. Scheduling
- Why is CPM Important in Construction
- How SmartPM Calculates Total Float
- CPM (Critical Path Methodology)
- Hard Logic and Crew Logic
- Activity Field Log
- Steps to Build a High Quality Schedule
- Manpower Metrics
- Why Crew Logic is Important
- Attributes
- Crew Logic Impacts
- Cost Metrics
- Key Indicators to Assess Schedule Quality
- Factors for Schedule Quality
- Activity Hit Rate
- General Metrics - How metrics are calculated in SmartPM
- Progress Report
- Using SmartPM with Procore
- The Progress Curve
- Activities Later Than Tracked-To
- Activities Riding/Sitting On the Data Date
- Activity Name Changes
- Activity Total Float
- Backdated Activities
- Changed Actual Dates
- Constraint Metric Overview
- Critical Path %
- Dangling Activities
- Decreased Percent Complete
- Duplicate Activity Names
- Duplicate Relationships
- Future Actual Dates
- High Duration Activities
- Manually Scheduled Activities or Summary Tasks (.MPP Only)
- Missing Actual Finish Date
- One Day Activities
- Out Of Sequence
- Relationship: Finish to Finish
- Relationship: Finish to Start
- Relationship: Negative Lag
- Relationship: Positive Lag
- Relationship: Start to Finish
- Relationship: Start to Start
- Remaining Duration Discrepancy
- Resource Loaded Activities
- Started with 0%
- Summary Bar Logic Ties (.MPP Only)
- Total Relationships
- Unstatused Activities
- Steps to Create a CPM Schedule
- What is the Critical Path
- The Most Important Rule in CPM Scheduling
- Key Terms for CPM Scheduling
- Float, Slack and the Critical Path
- Work Breakdown Structure (WBS)
- Calendar for a CPM Schedule
- Activities with No Actual Start Dates that are 0% Progressed
- Start to Finish Ties
- Actual Dates After the Data Date (e.g. Future Actual Dates)
- Critical Path Analysis
- MS Project Summary Bars
- Full Day vs. Partial Day
- Actual Start Dates On the Data Date
- Suspend and Resume Dates
- Resource Loaded Milestones
- % Complete
- Activities with No Actual Finish Dates that are 100% Progressed
- Changes to Actual Start / Actual Finish Dates
- Backdated Actual Start / Actual Finish Dates
- Lag Calculations
- How to Build a High Quality Baseline Schedule: Introduction
- Why the Critical Path Must be Accurate to have a High Quality Schedule.
- What is Schedule Quality?
- Step 1 - How to set up a baseline schedule
- Step 2 - Conduct Working Sessions to Map Out Project Plan Schedule Activities
- Step 3 - Organizational Structure
- Step 4 - List Activities and Set Durations
- Step 5 - Make Sure Your Plan is Thorough and Accurate
- Step 5 Examples
- Step 6 - Apply Necessary Constraints
- Step 7 - Optimize Your Schedule
- Quality Standards
- Relationship Ratios
- Finish to Start ties
- Missing Logic
- Lag Best Practices
- High Duration and Float
- Example of Schedule with Missing Logic and Constraints Removed.
- Example of a Schedule with Repaired Logic and Finish Constraints Removed
- Example of a Schedule with Long Durations
- Example of how Constraints Alter the Critical Path
- Guidelines to Minimize Schedule Quality Risk
- Building a Quality Baseline Schedule - Video
- Schedule Updating Best Practices - Video
- The Importance of CPM Schedule Updating
- Introduction to CPM Schedule Updating Best Practices
- The Importance of Looking at the Critical and Near Critical Path in Schedule Updating
- Part 1 - Do's and Don'ts
- Part 2 - Do's and Don'ts
- Part 3 - Do's and Don'ts
- Step 1 - Walk the Site and Status the Job
- Step 2 - Update your Schedule with Site Walk Info
- Step 3 - Identify and Incorporate and Changes necessary.
- Types of Changes to Make in a Schedule Update
- Example of a Change Analysis
- Why Schedule Compression is a Problem
- Schedule Update Review Process
- Why Unachievable and Poor Quality Updates are Bad.
- Best Practices with Setting up Activity Options and Updating Microsoft Project Schedules
Troubleshooting & FAQ
- How to enable 3rd-party cookies in Google Chrome Browser
- Why is my end date in SmartPM different from my schedule?
- I Can't Find an Answer, Where Can I Send My Questions To?
- My Project Dashboard looks weird, blank, or is not acting correctly, why?
- What is Float?
- What do the Different Activity Bar Colors Mean?
- How to Turn Off Email Notifications
- Where's My Critical Path?
- SmartPM Parameters for Asta PowerProject
- Microsoft Project- 'Update Project' tool
- Microsoft Project- 'Mark on Track' tool
- Primavera P6 - 'Schedule' Tool
- How do I access my projects Rebaseline model?
- Date Formats
- How to Add Your Logo to SmartPM Reports
- SSO Integrations Supported by SmartPM
- SmartPM Key Terms Glossary
- Why is the data date red in the company dashboard?
- Why is a delayed activity not showing on the delay table?
- Error: Multiple Projects found in .XER Files
- Error: Circular Logic
- Error: The data date for the project must be specified. (Microsoft Project - Status Date)
- Error: Multiple schedules with the same data date.
- Error: Multiple projects found in the XER File. When There Should be Only One Schedule per Update
- SmartPM Auto-Imports
- Prepping Microsoft Project for Import
- SmartPM Re-Baseline Engine
- How SmartPM Handles Lags Using Elapsed Days
- How Does SmartPM Calculate Compression?
- SmartPM's Approach to Negative Float and Accurate Critical Path Management
- Link to SmartPM API
- SmartPM Data Processing - Shared Servers vs. Dedicated Servers
Release Notes
- Release 9.17 October 31, 2025
- Release 9.16 October 17, 2025
- Release 9.15 October 3, 2025
- Release 9.14 - September 19, 2025
- Release 9.13 - September 5, 2025
- Release 9.12 - August 22, 2025
- Release 9.11 - August 8, 2025
- Release 9.10 - July 25, 2025
- Release 9.9 - July 11, 2025
- Release 9.8 - June 27, 2025
- Release 9.7 - June 14, 2025
- Release 9.6 - May 30, 2025
- Release 9.5 - May 16, 2025
- Release 9.4 - May 5, 2025
- Release 9.3 - April 18, 2025
- Release 9.2 - April 5, 2025
- Release 9.1 - March 21, 2025
- Release 8.9 - February 24, 2025
- Release 8.8 - February 7, 2025
- Release 8.7 - January 27, 2025
- Release 8.6
SmartPM Webinar Archive
- The State of Construction Scheduling 2025
- Delay Analysis Tool - New
- Custom Reporting (Part 1)
- Optimizing Strategic Decision-Making through Standardized Reporting (Part 2)
- Creating Insightful Trade & Performance Reports with Custom Reporting (Part 3)
- Automating Custom Reports and The Executive Dashboard with Subscriptions (Part 4)
- Basics of CPM Scheduling (Part 1)
- Developing a High-Quality Baseline Schedule (Part 2)
- Schedule Updating and Recommended Best Practices (Part 3)
- Schedule Oversight & Analytics (Part 4)