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Creating Custom Expense Types

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Workfront allows users keep track of expenses on projects and tasks. Expenses are non-labor costs and can be associated with tasks or projects.

As the system administrator, you can create custom expense types, to define the expenses associated with your tasks and projects. Some expense types are already in Workfront by default.

You can edit or delete any expense types that you create.  You cannot delete or edit default expense types.

Default Expense Types

The expense types that are in Workfront by default and cannot be deleted or edited are:

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

Creating New Custom Expense Types

  1. Navigate to the Setup area in the Global Navigation Bar. 
  2. Click Expense Types.
  3. Click New Expense Type.
    The New Expense Type dialog box is displayed.
  4.  Specify the following information:
    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
    - Hour
    - 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. 
  5. 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
  6. Click Create Expense Type.
    The expense type is now available for users to associate it with their expenses on projects and tasks.

Modifying Custom Expense Types

  1. Navigate to the Setup area in the Global Navigation Bar. 
  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 "Managing Expenses."