Community Topics

The ability to copy and move expenses like tasks would be beneficial as we have many expenses that are repetitive each month and there re times expenses move from one project to another.

We are currently using WF across several agencies in different countries and are using Groups for our department structure as well as our various global agencies.It would be great if like all of the other ways to customize various settings by Group, if we could customize expenses by Group. Certain e...

Add a possibility to copy an Expense to a new Expense after having selected an Expense in the Expenses overview. Many Expenses are recurring either monthly or quarterly, with the same data. Copying would save quite some data entry time, with less mistakes.

Workfront should allow aggregations on calculated fields in a report (or any other column in a list view). For example, right now, if three people are assigned to a task, you can aggregate the cost of their labor based on their role cost per hour or user cost per hour. But in many consulting firms, ...

We have columns that display costs and expenses directly in the task list for a project, with a master parent task to summarize the totals.This gives our planners a quick, easy top-level summary of the budget considerations, including expenses. No need for separate reports, dashboards, etc.However, ...

Missing info about Which user has created any new custom Expense type.Its a great info once added in the system. Which can tell us who created which type of expense in Set up.

We can auto-attach custom forms to Projects and Tasks, but not expenses.We have custom Invoice and Receipt data we want provided with each expense, but this requires the user to make the effort to add the form rather than the system automating it.