Sign in to join the conversation:
Hi! Very new to smartsheet and looking for any preset reports for tracking 3-4 year project financials, specifically projected spend, actuals, and variance. Does smartsheet have this type of reporting?
Thanks!
Hi Nicolle,
Have you checked the templates in the Solution Center. They are a great starting point.
I hope this helps you!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hello Nicolle,
I looked into a couple of project templates that may be useful to you:
Project with Schedule and Budget Variance: https://www.smartsheet.com/solutions/project-with-schedule-and-budget-variance
Project Budget: https://www.smartsheet.com/solutions/project-budget
I also wanted to clarify that when you use a template it will create a new sheet, not a report. If needed, more information on reporting can be found in our help article: https://help.smartsheet.com/articles/522214
How did it go? Did you manage to get something set up?
Happy Holidays & Happy New Year!
I've seen many thread with this, none of which have the answer the user was looking for, so I'm starting a new one, hoping this can be an update. I manage a log with many graphic designers who share this log with me. For items not yet on order but have item #'s created, I like to keep them under a parent row neatly tucked…
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
