Event Plan and Budget Template

Event Plan & Budget Template For Seamless Event Execution

Event Plan & Budget
 

Plan and manage every detail in one handy sheet for seamless execution of your next event, conference, or tradeshow. Consolidate due dates, task status, budget, and spend in the same plan. Easy to share and update with your event team and vendors.

Event budget template design and key features

 

Customizable Columns for Event Items

 
Task Name
Enter event tasks in the Primary Column (used for Smartsheet automated emails)
 
Assigned
Pick task owners from your Smartsheet contacts
 
Status
Show task progress visually using Harvey Ball symbols
 
Due Date
Set the task due dates using the date picker
 
Budget
Set the budget for each event detail
 
Actual
Enter $Each and Qty as items are purchased —a formula automatically calculates the Actual spent
 
Notes
Log status details or other brief notes about each task

Collaborative Features for Event Planning

 
File Attachments
Store contracts, floor plans, & invoices
 
Alerts & Reminders
Set alerts for due dates & sheet changes
 
Comments
Log task details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit tasks in a calendar
 
Row Hierarchy
Organize tasks into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on task status
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your plan on the go

Sharing budgets with different access levels

 

Collaborating on the plan with your special events team

 

Getting budget and planning updates from your team

 

Learning how to use your event budget and plan