Cost tracking

Scott Miller

New smartsheets user here. I getting ready to purchase a lot of equipment with different lead times, purchasing terms, money down requirements etc. I want to use a smartsheet to track how much money we need to put down for each item and when, its total cost, the total costs of all the equipment, expected arrival dates based upon lead times, and have the ability to track other metrics I have not thought about yet.

I want to start with the above but also might create and integrate it into a construction gant chart to pair up when the various pieces of equipment can be installed based upon their arrival and construction finish schedules.

What is the best template to start from for this? Thanks so much for your help!

Andrée Starå

Hi Scott,

Welcome to the Community and the wonderful world of Smartsheet!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? Do you have any other system/excel sheets or something else that could help? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

These templates might help/work.

https://www.smartsheet.com/marketplace/templates/construction-budget

https://www.smartsheet.com/marketplace/templates/construction-estimator

Would they work/help?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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