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Create custom expense types

Last update: Fri Jan 06 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

As an Adobe Workfront administrator, you can create custom expense types to define and track the expenses associated with your tasks and projects. Expenses are non-labor costs that can be associated with tasks or projects.

You can edit or delete any expense types that you create. You cannot delete or edit the built-in Workfront expense types.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan
Any
Adobe Workfront license
Plan
Access level configurations

You must be a Workfront administrator.

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Default Expense Types

The Expense Types that are in Workfront by default cannot be deleted or edited include the following:

  • Advertising
  • Consulting
  • Entertainment
  • General
  • Materials
  • Travel

Create custom expense types

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Expense Types.

  3. Click New Expense Type.

  4. In the New Expense Type box that displays, specify the following information:

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    Name Specify a name for the expense.
    Description Specify a description for the expense.
    Calculated Unit

    Select the unit of measurement for your expense type from the drop-down list.

    The following unit of measurements are available:

    • Mile
    • Kilometer
    • Kilogram
    • Dollar
    • Dollar
    • Day
    • Other - Selecting this option prompts you to name your unit of measurement and define the unit of measurement as something familiar to your organization.
    Rate

    Specify the price per unit. This is a currency formatted field and it represents the cost of each unit established in the Calculated Unit field.

    The rate can contain a numerical value with up to 4 numbers after the decimal. For example, 1.0375

  5. Click Create Expense Type.
    The expense type is now available for users to associate it with their expenses on projects and tasks.

Modify custom Expense Types

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Expense Types.

  3. Select the expense type that you want to modify, then click Edit.

    The Edit Expense Type dialog box is displayed.

  4. Make your desired changes, then click Save Changes.
    The expense type is now available for users to associate it with their expenses on projects and tasks.

For more information about how to use expenses and how they can affect the cost of a project, see the article Manage project expenses.

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