Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can see budget reports.

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

Sample Resource Management project budget status report

Reports allow you to gain insights into forecasting needs, project budgets, and an understanding of who is working on what and when.

PLANS

  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can see budget reports.

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

Here are some examples of reports you can create in your account:

Project budget status by phase

  • View: Time & Fees: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Phase Name
  • Show: Project: Project Name / Client: Project Client

This image shows a project phase status report.

Project-specific reports can be filtered via status using the project status filter.

Client budget status

  • View: Budget: Amounts
  • Time Frame: This Year
  • First Group By: Client
  • Then Group By: Project
  • Show: Client: Fulcrum

This image shows a budget status for specific client.

Project expense budget

  • View: Expenses
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client

This image shows a project expense report.

Project status

  • View: Budget: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client

This image shows a project budget status report.

This Help Article Appears in the Following Learning Tracks

Learning Track

This Help Article appears in the Reporting in Resource Management learning track. Get the most out of this learning track by starting at the beginning.

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