Financials: projected, actuals and variance

Nicolle B

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!

Andrée Starå

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

Alejandra

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

Andrée Starå

Hi Nicolle,

How did it go? Did you manage to get something set up?

Happy Holidays & Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting