How to flow expenses from Projects up to Campaigns and up to Portfolio?

Question

Hi,We are tracking our Projects expenses via the Expenses tab. On the Project level, I'm using the Actual Expense Cost and Planned Expense Cost field to get an overview of how much each Project has spent. It sums up all the expenses which is what I want.However, it looks like Workfront does not have the ability to sum up all the Project Expenses to the Campaign level and also up to the Portfolio level. I might be wrong. Is this possible?

Heather_Kulbacki · Accepted Answer

You can create reports for your expenses (not filtered by any project), then put those reports on a Dashboard.

Then from the layout templates, add the dashboard to the left nav of the Programs page (and/or the Portfolios page), it will pull in expenses from the projects within whatever Program anyone who has that layout template is looking at.

See item #4 on this page: Customize the left panel using a layout template

Here's an example of the layout template assigned to me, with our Expenses Dashboard added to the left nav of the Programs page

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