University IT
Using Smartsheet for Financial Tracking and Managing Budgets
| Code | Date | Delivery | Cost |
|---|---|---|---|
| ITS-2049 |
|
In-person (Stanford Campus) : 1 session Ventura Hall (Room 1) |
$300 |
| ITS-2049 |
|
Live Online : 1 session | $300 |
Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.
This class offers an option for in-classroom sessions. Participants attending an in-person class will need to adhere to the respiratory illness policies.
This session covers a streamlined way to track project budgets and compare against actual expenses, so no details are missed.
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.
Don Cameron
Don is the Instructional Design lead in Technology Training and has been at Stanford since 1998. He teaches collaboration and communication classes, as well as courses on Smartsheet, Artificial Intelligence, Google Apps, and survey design.
David Casuto
David Casuto is a 20-year veteran in the fields of software training, curriculum design, and training facilitation.
- Topic Outline
- 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
- Prerequisites
Some experience in Excel or Smartsheet
Custom training workshops are available for this program
Technology training sessions structured around individual or group learning objectives. Learn more about custom training.
Special Group Rates
For groups of 5 or more, special rates are available. Please contact techtraining@stanford.edu for more details.
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.
