Create custom expense types
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:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license |
New: Standard Or Current: Plan |
| Access level configurations | System Administrator |
For more detail about the information in this table, see Access requirements in Workfront documentation.
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
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Click the Main Menu icon
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Click Expense Types.
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Click New Expense Type.
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In the New Expense Type box that displays, specify the following information:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header 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
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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
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Click the Main Menu icon
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Click Expense Types.
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Select the expense type that you want to modify, then click Edit.
The Edit Expense Type dialog box is displayed.
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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.