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Question about tracking project budgets in Smartsheet

MonikkaM
MonikkaM ✭
edited 12/09/19 in Archived 2017 Posts

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

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Comments

  • Shaine Greenwood
    Shaine Greenwood Employee

    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.

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