Question about tracking project budgets in Smartsheet

MonikkaM

Hello all,

I'm working on a task where I have multiple project budgets that we want to track in one sheet. I thought the best way to do this would be by using individual sheets and then running a report to include data from each sheet but our Finance department is asking for a way to do multiple jobs (projects) and categories (BOM cost vs non-BOM which is then broken down into labor, travel, and installation costs).

Do you have any recommendations or examples of either approach that I can look at? Ultimately, I want to create a dashboard for them using Smartsheet Sights so any tips on how to integrate that would be welcome as well.

Thanks!

Monikka

Shaine Greenwood

Hello—

Do you need to have your BoM and non-BoM (assuming you mean Bill of Materials) on separate sheets, or just have ways to look at them separately?

You could consider having one sheet with a separate column for every cost type, then have a total column with a SUM formula that sums all of the costs on the row. More on the SUM function here: https://help.smartsheet.com/function/sum

Reports can be created based on specific cost types by pulling in the cost's column, and you could then add a Report Widget to your Sight.