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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!

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Comments

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

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