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Move a Project-Level Expense to a Task

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Level 10

17-03-2021

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, this relies on expenses being entered at the Task level. This works generally, but too often the planner doesn't realize they are not on a task when they enter an expense and it ends-up at the project level. These expenses can't be "seen" in the task list, causing a confusing discrepancy between these numbers and totals reported elsewhere.


All I'm asking for is the simple ability to, like documents, being able to move the expense from the project level to a task.