Tracking Expenses

[JodiBi1]

Good Morning! I have been tasked with implementing project expense tracking within Workfront. I've taken the training & just starting noodling with the functionality in Preview... Two questions immediately came to mind: - Any pros/cons to tracking the expenses at the project level vs the task level? - It seems in order to track a reoccurring expense, a separate expense line item needs to exist for each occurrence. Is that correct? Anyone have a creative way of getting around that? Any other lessons learned or best practices I should consider as I get this going? Thank you! Jodi Biscevic GM Financial - International Operations

[DagmaraGa]

Ho Jodi, We've been there already... Below links to two posts which should give you some directions/ideas: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=1dc93005-291b-4235-a5e9-051ca06176b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm1dc93005-291b-4235-a5e9-051ca06176b5#bm0" https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=1dc930... "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=bbabad8e-9d55-47d0-8477-fc7d3f79e1ed&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bmbbabad8e-9d55-47d0-8477-fc7d3f79e1ed#bm4" https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=bbabad... Hope that helps :) Dagmara Garwell BAKKAVOR LTD

[JillAc]

The issue I've had is that Expense is a separate object so I can't add items to my expense report that have anything to do with the the project. For example, I want to sort the report by the project due date and add a column for the project owner and I can't do it.

[EricMa]

Hi, Jill. If your report is based on the Expense object, you should have access to Project Planned Completion Date; just add that as a column in your report and apply sorting. Adding the Project Owner is a little trickier, as you'll need to use Text Mode to get to it. I suggest adding a column to your report for Project Owner ID, then switch to text mode. Then edit the text to look like this: valuefield=project:owner :name querysort=project:owner :name valueformat=HTML displayname= Project Owner linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=owner :name That should get you what you need. ~Eric Eric Manning Language Line Translation Solutions

[JillAc]

Eric! That worked! Thank you so much! Jill Ackerman