Event Plan and Budget Template

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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)
Pick task owners from your Smartsheet contacts
Show task progress visually using Harvey Ball symbols
Due Date
Set the task due dates using the date picker
Set the budget for each event detail
Enter $Each and Qty as items are purchased —a formula automatically calculates the Actual spent
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
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
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