Create custom expense types

Last update: April 7, 2025

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

Expand to view access requirements for the functionality in this article.

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

Adobe Workfront planAny
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurationsSystem Administrator

For more detail about the information in this table, see Access requirements in Workfront documentation.

Default expense types

The default expense types in Workfront that cannot be deleted or edited include the following:

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

Create custom expense types

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Expense Types.

  3. Click New expense type.

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

    NameSpecify a name for the expense.
    DescriptionSpecify 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 Save.

    The expense type is now available for users to associate it with their expenses on projects and tasks.