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Using Smartsheet for Financial Tracking

Class Code Date Delivery Method Cost
  • Wed Jun 19, 9:00 am to 12:00 pm
Live Online - 1 session $300
  • Wed Aug 14, 9:00 am to 12:00 pm
Cardinal Hall at Redwood City C144 (IT Training Room) - 1 session $300

Most Technology Training classes will be delivered online until further notice.

Before each sesson, Tech Training will provide a Zoom link for live online classes, along with any required class materials.


This session covers a streamlined way to track project budgets and compare against actual expenses, so no details are missed.

Prerequisite: Some experience in Excel or Smartsheet

In this session, you will have the opportunity to learn best practices on working with your project budget and actual expenses, along with adding an approval status of each line item, with all information in a central location.

Topics covered include:

  • Formulas to help working with your budget and actuals
  • Setting up an automated approval workflow
  • Best practices for sharing your financial sheets
  • Working with attaching supporting documentation
  • Setting up an Index Match to quickly return information from a different vendor / budget sheet
Don Cameron

Don is the Instructional Design lead in Technology Training, and has been at Stanford since 1998. He teaches collaboration and communication classes, along with courses on Google Apps, Smartsheet, and survey design.

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.