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Productivity

Remizen + Smartsheet Integration

Compare planned project spending with submitted costs and keep useful review context close.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Smartsheet

Smartsheet is used for project planning and work tracking. Review project costs with planning and work-tracking context. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Smartsheet

For organizations that use Smartsheet, a potential workflow could focus on attributing eligible spend to the teams and projects that incurred it. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Smartsheet use case with the people who review spending: Compare project plans with expense activity.
  • Plan how to consider project ownership during review using the relevant project identifiers, task ownership, budgets, and reporting access, and decide who would own each handoff.
  • Before implementation, validate the proposed process to organize costs by workstream or initiative against your approval policies.

Workflows

  • Compare project plans with expense activity
  • Consider project ownership during review
  • Organize costs by workstream or initiative

Data and workflow considerations

  • Review project identifiers, task ownership, budgets, and reporting access before defining a Smartsheet workflow.
  • Determine whether Smartsheet data needed for attributing eligible spend to the teams and projects that incurred it may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.