Applies to

Resource Management

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

Capabilities

Who can use this capability

All paid users can enter expenses.

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

Track expenses

Reporting expenses helps budget and track project-related hard costs.

PLANS

  • Resource Management

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

Permissions

All paid users can enter expenses.

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

Expenses are any project costs that aren't labor. You can track both reimbursable and non-reimbursable expenses.

Add an expense screen, requests Project & Phase associated to the expense, date, category, notes and amount.

Add expenses

  1. On your personal page, select Time & Expenses, and then select Expenses.
  2. Select Add an Expense.
  3. Fill out the expense form. Include the project, phase, date, and an expense category if there is one.
  4. Select Submit for Approval, and then select Submit.

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