Can you link Tasks with Expenses in a Project? | Community
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S
stan255
Level 4
July 13, 2023
Question

Can you link Tasks with Expenses in a Project?

  • July 13, 2023
  • 1 reply
  • 1253 views

Hi,

In a Project grid/table view with all the Tasks listed, is it possible to link Tasks with Expenses?

  • Task 1 - $10,000 actual cost
  • Task 2 - $15,000 actual cost
  • Then get Workfront to sum it all up to the Project level.

Right now, we'd have to go into the Expenses tab and add each expense individually and most importantly, it can be confusing to some to see which Tasks link to which Expense.

 

Is this possible and if not, what would be an alternative solution?

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1 reply

ElliotLeson
ElliotLeson
Level 3
July 14, 2023

Yes, you can add expenses at the task level.

If you do not see the expense icon/object on the left panel, go to Set Up, Interface, select the license profile, Customize what users see, select Tasks.

Expenses are on the Left Panel.

If the eye has a slash through it uncheck it and you will see Expenses on your tasks.

 

Expenses at the task level will roll up to the project level.

 

Hope this helps.

    S
    stan255Author
    Level 4
    July 14, 2023

    Thanks @elliotleson. I`ll have to wait until I get access to the interface option. Currently, I don't but it sounds like your solution might work!

    S
    stan255Author
    Level 4
    August 2, 2023

    Hi there, were you able to get access/get a resolution?


    Hey @madalyn_destafney, I did get access but the solution provided would still require going into Expenses to put it under a Task. The ideal solution would be to put Expenses on a task level to avoid those extra clicks.

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