Forecast Budget Using Timelines in Gantt

Hello! New to Smartsheet and have looked around at some templates but not finding what I'm hoping for.

I have a basic project with tasks, milestones, etc. I also have budgets for each line item. I'm hoping to enhance my project budgeting but being able to forecast cashflow based on the time identified for each task. Perhaps this could roll up to months or quarters. Is this possible within Smartsheet?

I'd also like to track budget vs actual and use that to track % complete. I believe this is possible (or I could just calculate myself and enter) - but any tips, tricks or pointing in the right direction would be most appreciated!

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Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    These things are absolutely possible and just require some building. I have done this for many people in the past. If you are interested in some help, feel free to reach out to me at michelle.choate@outlook.com.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate