Manage Organizational Budget and Planning
Support fiscal success by simplifying the planning, prioritization, and management of your strategic investments.
Solution Spotlight: Capital Projects Tracking
Consolidate complex information in simple ways, get up-to-the-minute project snapshots, and manage risks.
Support Program Scale Purpose-built to support enterprise scale. Start quickly today, and customize what you need to track to fit your current process.
Collaborate and Connect Gain executive consensus on investments, and enable financial teams with core collaboration capabilities.
Pivot with Agility Enforce best practices, embrace innovation, or adjust course with automation-enabled global template changes.
Having that dashboard and understanding what’s going right and what’s going wrong — and being able to make real decisions in real time — is a great benefit.”
Common Customer Challenges:
Poor visibility and lack of alignment to business priorities
Overwhelmed With Budget Requests
Ad hoc and inconsistent budget requests are difficult to collect, evaluate, compare, and surface for approval.
Poor Visibility Into Budget
Manual heavy lifting required to gain visibility into plan-versus-actual spend across your portfolio of projects.
Unclear Compliance With Expense Tracking
Inconsistent processes make it hard to ensure organizational adherence to best practices in financial reporting.
Budget Reporting Drains Resources
Reporting is managed as a separate process and adds burden to reconcile project data with portfolio reports.
Plan, Forecast, Track, and Report with Flexibility
Strategic Financial Planning
Collaborate with leadership to determine key investment areas.
Prioritize and Approve Budget Requests
Collect requests, rate them, and automatically surface to key stakeholders for approval.
Fiscal Year Budget Forecasting
Forecast budget based on benchmarks and feedback from team leaders.
Track and Manage Spend
Use Smartsheet for capital expenditures, expense reporting, project-based budget tracking, and more.
Collect financial data across your portfolio and display on executive dashboards for actionable insight.
The Collaboration Tipping Point
If a company hasn’t strategically deployed enterprise collaboration apps, are they at a competitive disadvantage? Read the Smartsheet Report.
Why Work Management Matters
Read this white paper to learn why business leaders often overlook a competitive advantage — and how to avoid making the same mistake.