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Using Smartsheet for Financial Tracking

Class Sessions

Date Delivery Method Cost
  • Tue Mar 26, 9:00 am to 12:00 pm
Live Online - 1 session $300

Class Code


Class Description

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

University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.