Project Management

Manage and track customers, projects, tasks and work hours

  • Manage all your projects from one centralized location.
  • Manage budgets, health, hour and cost assignment.
  • Create and track tasks and issues.
  • Track the time your employees spend working on projects.
  • Track project status and actual hours/cost vs. budget and identify problems straight away.
  • The system is completely based on regular SharePoint lists, so you can easily extend and adapt it to your own needs, without any development costs!
The system is comprised of the following modules:
  1. Dashboard* - one-glance overview of all the projects, tasks and issues, with color-coded indicators.
  2. Customers - enter and manage customer details. Because the information is kept in a regular SharePoint list, you can extend it to better suit your needs at any time, without even taking the system offline!
  3. Projects - enter and manage projects, including assigned employees, hour reporting, budget control and status. The list is color-coded, so you can notice problem at a glance!
  4. Tasks - subdivide your projects into tasks and track each task separately. Know instantly which task is within budget and which is problematic. Tasks are added directly from within the project, so you never lose context!
  5. Work Hours - allow your employees to report the work hours spent on each project. You can extend the list with your own columns, such as manager approval or overtime reporting.
  6. Reports - view reports of the entered information. You can view the total of workhours submitted by any employee, as well as see a color indicator of the project current status vs the budgeted hours.
You can enhance the system even further by adding alerts (using Smart Alert Pro) and print-out (using Smart Print Pro).
* included in the on-premises version, can be added in the cloud using provided app parts.

Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.

The following components are used in this site template. Trial versions of the components will be installed automatically when you download and install the site template. If you already own licenses for one or more of the products or have installed them before, the products will be updated to the latest version if necessary.


Smart List Pro
Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, Wizard mode, custom input validation, view permissions and much more
Smart Action Pro
Save on development time by automating advanced business solutions using just your browser. Implement advanced business logic using a wide variety of advanced fully-configurable actions.
Associated Tasks Field
Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot.
Connected Field
Create cascading master-detail relationships between lookup columns in SharePoint lists and document libraries. Filter city column values by country, it is as easy as it should be!
Smart Chart Pro
Visualize your SharePoint list data using 30+ chart types with fully configurable layout
Smart Filter Pro
Create your own customizable filtering panel with multiple types of filters and filter any connected list or web part
Smart ID Pro
Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don't settle for what SharePoint can do, make SharePoint do what you need!
Color Field
Bundle of Color Choice and Indicator fields, adding color-coding, custom icons, KPIs, progress bars and dynamic countdowns to any SharePoint item and view
User Property Field
Streamline SharePoint form data entering by automatically filling out your name, phone number or any other property already in the system
Version Release Date Changes
2.1.1 02-May-2013
  • Dynamic dashboard - graphs updated according to filters
2.1.0 23-Apr-2013
  • Replaced Graphs web part with Smart Chart Pro
  • Added demo data
2.0.0 16-Apr-2012
  • New major release: adds tasks, assignments, dashboard and indicators
1.1.1 01-Feb-2012
  • Fix for unnecessary product registration
1.1.0 26-Jan-2012
  • Support for website license
1.0.1 11-Jan-2012
  • Fix for State column
1.0.0 27-Nov-2011
  • Initial release
Most Recent Newer Older 

Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.

License Type Price Buy
Website License 999 US$  
Server License with Annual Support 3359 US$  
Server License 2769 US$  
Developer License 559 US$  
Annual Support Renewal 699 US$  

Purchase using a credit card or PayPal. To issue a formal quote and for payment through a Purchase Order (PO), please contact Sales

  • Website License - entitles you to the right of using the products only within the SharePoint site of the solution. Using the products in any other sites of your SharePoint farm, new or existing, is not possible or permitted
  • Server License with Annual Support - entitles you to the right of installing the product on one front-end server, including the right to contact us on non-bug related issues within the period of one year. You can use the components on any site of your SharePoint farm in any configuration. The support includes help with installation, integration or customizations. Bug fixes are included with any license free of charge.
  • Server License - entitles you to the right of installing the product on one front-end server. Front-end server is one responding to user requests (web server). You can use the components on any site of your SharePoint farm in any configuration. This license is not time-limited, but you are not entitled to new versions, except for explicit bug fixes within the first 12 months.
  • Developer License - entitles you to the right of installing the product on one front-end server in non-production environment. You can use this license for your test/integration/pre-production farms. Note that you must order at least one full server license to have the right to order a developer license.
  • Annual Support Renewal - extends the annual support to another year. You must order the original product with annual support to be eligible for this renewal.

All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.

This business process is available for download as a self-installing, self-configuring site template for SharePoint Foundation 4.0/5.0 (SharePoint 2010-2016). The template itself is free to use, but it is based on our commercial product - Ultimate Forms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.