Add time and fee categories

When you use itemized tracking for time, time & fee categories can standardize how your team describes each entry.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Admins

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Time and fee categories are classifications of time entry hours. Using the itemized time tracking tool, team members can report actual incurred hours for each time category. Time & fee categories can include things like travel, meetings, research, or production. Frequent, standard work activities make good categories and provide useful data in reports.

You can create additional, project-specific categories in the budget settings for each project. In reports, you can group data to see how much time is spent in each category.

Standardized categories mean everyone uses the same ones, and you get more useful data.

Create a new category

You can add new categories at any time.

  1. Open Settings.
    1. In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings.
    2. In standalone Resource Management, select Settings > Account Settings.
  2. From the list on the left, select Time & Fee Categories.
  3. Enter a name for the new category and then select Add. 

Create a project-specific category

  1. In the top-right corner of the project, select the Project Settings button.
  2. Under Fee Budget (Amounts), select Specify one fee budget for the entire project or Specify a fee budget for each phase
  3. Enter a new category for each line item you want to track.
  4. Scroll down to the bottom of the page and select Save. The new category appears in the project's reports.