ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

Manage task finances in the Task Details section

Last update: Tue Jul 26 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can view or edit the financial information of a task by accessing the Overview area of the Task Details section . There is a limited number of fields that you can view or edit in this area. For information about editing all financial information for a task see Edit tasks.

Access requirements

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

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Work or higher
Access level configurations*

Edit access to Projects and Tasks

View access to Financial Data or higher

You must have Edit access to Financial Data to edit financial information on tasks

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 change your access level, see Create or modify custom access levels.

Object permissions

View permissions to the task that include View Finance or higher

You must have Manage permissions on the task that include Edit Finance to edit financial information on tasks

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Edit task finances in the Task Details section

  1. Go to a project where you want to view a task.

    note note
    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 Search ÃÛ¶¹ÊÓƵ Workfront.

  2. Click Tasks in the left panel.

  3. Click the name of a task that you want to view.

  4. Click Task Details.

  5. (Optional) Click the Collapse all icon in the top right of the Task Details page.

    note note
    NOTE
    Depending on how your Workfront administrator or Group administrator sets up our Layout Template, the fields in the Task Details section might be rearranged or not display. For information, see Customize the Details view using a layout template.

  6. Click Finance to expand and view the financial information for the task.

    Click the Edit icon in the upper-right corner of the Details section, then click  Finance.

  7. Edit any field that is available for editing, by single-clicking the field or click +Add to add information to an empty field.

  8. Review or edit the following information in the Finance area :

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 layout-auto html-authored no-header
    Cost Type

    Specify the Cost Type for the task. This is going to determine how the cost of the task is calculated, based on the number of hours on the tasks.

    Select from the following options:

    • No Cost

    • Fixed Hourly

    • User Hourly

    • Role Hourly

    For more information about tracking costs, see Track costs . Your Workfront administrator or a group administrator selects the default Cost Type setting for the tasks in your system or your group. For information about setting project defaults, see Configure system-wide project preferences .
    Revenue Type

    Specify the Revenue Type for the task. This is going to determine how the Revenue on the task is calculated, based on the number of hours on the tasks.

    Select from the following options:

    • Not Billable

    • User Hourly

    • Role Hourly

    • Fixed Hourly

    • User Hourly w/Cap

    • Role Hourly w/Cap

    • User Hourly Plus Fixed

    • Role Hourly Plus Fixed

    • Fixed Revenue

    For more information about tracking revenue, seeOverview of Billing and Revenue .

    Your Workfront administrator or group administrator selects the default Revenue Type setting for the tasks in your system or your group. For information about setting project defaults, see Configure system-wide project preferences.
    Planned Cost This is a calculation that shows the cost of the task based on the planned hours, the cost type, and the hourly rate for users or job roles. For more information about tracking costs, see Track costs.
    ´¡³¦³Ù³Ü²¹±ôÌý°ä´Ç²õ³Ù This is a calculation that shows the cost of the task based on the actual hours, the cost type, and the hourly rate for users or job roles. For more information about tracking costs, see Track costs.
    Planned Revenue This is a calculation that shows the revenue associated with the task based on the planned hours, the revenue type, and the hourly rate for users or job roles. For more information about tracking costs, see Track costs.
    ´¡³¦³Ù³Ü²¹±ôÌý¸é±ð±¹±ð²Ô³Ü±ð This is a calculation that shows the revenue associated with the task based on the actual hours, the revenue type, and the hourly rate for users or job roles. For more information about tracking costs, see Track costs.
    CPI/SPI/CSI

    These are task performance metrics that show how your task is performing, at a given time. Their values are calculated based on the Performance Index Method of the project.
    For more information see the following articles:
    Estimate at Completion (EAC) This is a calculation that shows the total cost of your task, at completion. For more information about estimate at completion, see Calculate Estimate At Completion (EAC).

  9. (Conditional) If you are editing the fields in the Finance section, click Save****Changes.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43