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Managing Task Finances on the Task Details Tab

You can manage the information about a task by referring to the Task Details tab.

You must have view or contribute permissions to the task to see information on the Task Details tab. You must have manage permissions to the task to edit information on the Task Details tab.

Accessing Task Finances on the Task Details Tab

  1. Navigate to the Projects area of the Global Navigation Bar.
  2. Click Projects.
  3. Click the name of the project where you want to view a task.
  4. Click the Tasks tab.
  5. Click the name of a task that you want to view.
  6. Click Task Details.
  7. Click the Finance subtab to access the task financial information.

NOTE To find a task, you can also search for it, and click the name to access the task. For more information on searching for objects in Workfront, see "Searching Workfront." 

Managing Task Finances on the Finance Subtab

If you have Manage permissions to the task and you have access to Financial Data in your access level, you can view and edit the Finance tab of the task. For more information, see "Understanding Task Permissions" or "Understanding Financial Access." 

You can view or edit the following information on the Finance subtab:

Cost Type: Defines how the cost of the task is tracked. For more information about cost types, see the "Modifying Cost Types for Individual Tasks" section in "Tracking Costs."

Revenue Type: Defines how the revenue of the task is tracked. For more information about revenue types, see "Understanding Billing and Revenue."

Planned Cost: A calculation that shows the cost of the task based on the planned hours and the cost type. For more information about tracking costs, see "Tracking Costs."

Actual Cost: A calculation that shows the cost of the task based on the actual hours and the cost type. For more information about tracking costs, see "Tracking Costs."

Planned Revenue: A calculation that shows the revenue associated with the task based on the planned hours and the revenue type. For more information about tracking costs, see "Tracking Costs."

Actual Revenue: A calculation that shows the revenue associated with the task based on the actual hours and the revenue type. For more information about tracking costs, see "Tracking Costs."

CPI/SPI/CSI: Calculations of cost and schedule performance metrics for the task. 
For more information about CPI (Cost Performance Index), see "Calculating Cost Performance Index."
For more information about SPI (Schedule Performance Index), see "Calculating Schedule Performance Index."
For more information about CSI (Cost Schedule Performance Index), see "Calculating Cost Schedule Performance Index."

Estimate at Completion: A calculation that shows the total cost of your task, at completion. For more information about estimate at completion, see "Calculating Estimate at Completion."

 Audited 6/13/2018

This article last updated on 2018-06-13 22:19:40 UTC