Manage expense categories

Expense categories are predefined classifications of non-labor or time related project costs.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators, Portfolio Editors, and Project Editors can manage expense categories.

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

Expense categories make it easy to track recurring expenses, and you can use them when you create projects. You call also set suggested amounts for each category. Your team will use these categorize when they submit their expenses. 

Create company-wide expense categories

  1. Open Account Settings.
    1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings > Account Settings.
  2. On the left sidebar, select Expense Categories.
  3. Input the category name, amount, or item. Select Add. 
Organization wide expense category settings

Create project specific categories

  1. Go to Project > Project Settings. 
  2. Scroll down to Fee Budget (Amounts). 
  3. Select either Specify one fee budget for the entire project or Specify a fee budget for each phase. 

  4. Add new expense categories as needed. 

    Categories added here are for this project only.