Replay

Fiscal Focus: Smartsheet Framework for PM Cost Control

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57:26

Project cost control doesn’t start with tracking; it starts with smart architecture. In this master class, we’ll guide you through how to design or enhance your project management template in Smartsheet to include automated, visual cost controls.

This session is for teams who are ready to move beyond reactive budget tracking and into proactive cost governance, without overcomplicating their Smartsheet setup.

You'll learn:

Key questions to ask stakeholders to ensure your architecture supports the way your team actually budgets, spends, and reports
** Foundational assets you need** to integrate cost controls into your PM template (think: sheets, baselines, rollups, and automations)
How to structure your sheets and reports so that cost visibility is built into the workflow, not bolted on after
Best practices for automation, formulas, and dashboards that surface the right cost data to the right people at the right time

Whether you’re building from scratch or refining an existing solution, you’ll leave with a framework for embedding cost consciousness directly into your project delivery system—scalable, repeatable, and human-friendly.

Speakers

Jennifer Jones

CEO

Jennifer Jones (JJ) is the CEO and Founder of 10xViz, a Smartsheet Platinum Partner, dedicated to revolutionizing the way people work. With over 20 years of experience, Jennifer has helped organizations achieve greater efficiency, visibility, and collaboration—delivering measurable impacts to the bottom line. As a sought-after speaker, Jennifer enjoys sharing her expertise in leveraging technology to streamline workflows, bridge communication gaps, and drive meaningful results. She is passionate about empowering teams to work smarter, not harder.

Dansong Wang

Certified Solutioner

As a Smartsheet Certified Solution Consultant Dansong’s pleasure dive deeply into formulas, configuration and premium apps to deliver uber-effective solutions that work the way you work, and deliver to you and your team the information you need when you need it. This can only be done because we listen to, and hear, what you are saying. Lots of people can configure Smartsheet but here at 10xViz we design, build, and implement a solution that is tailored to you.

Paul Newcome

Smartsheet Solutioner

Paul Newcome is a Smartsheet Certified Solution Consultant at 10xViz, renowned for his exceptional ability to blend big-picture vision with meticulous attention to detail. As the #1 contributor to the Smartsheet Online Community, Paul consistently offers valuable insights, answers questions, and shares best practices, demonstrating his commitment to building powerful Smartsheet solutions as well as community engagement.

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