Manage expense categories

Expense categories help you track project costs not tracked as people, like travel.

Who can use this?

Plans:

  • Resource Management

Permissions:

Project Editors, Portfolio Editors, Resourcing Administrators

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

Expense categories make it easy to track recurring expenses. Include them when you create projects so your team can use them when they submit their expenses. 

You can set suggested amounts for each category. 

Create company-wide expense categories

  1. Open Account 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. On the left sidebar, select Expense Categories.
  3. Enter the category name and optional amount or item. Select Add. 
Organization wide expense category settings

The category appears in the list.

Create project-specific categories

  1. Select Projects, and the project you want. 
  2. In the top-right, select Project Settings. 
  3. Scroll down to Fee Budget (Amounts). 
  4. Select either Specify one fee budget for the entire project or Specify a fee budget for each phase. 

  5. Enter new expense categories as needed. 

    To choose from category options, select Add predefined category.

  6. Scroll to the bottom, and select Save.