Tracking expenses for Managed Resources

Coop22

Hello all!

I am fairly new to this portion of the Smartsheet fam. We recently adopted Resource Management, which I'm overall fairly happy with, but am trying to figure out how to track expenses for managed resources. Is this possible? I, for example, want to go into Joe Bob's profile and put hotel expenses while he is working on these particular projects. Is that possible or only for the resources that have licenses?

Thank you,

Genevieve P.

Hi @Coop22

Expenses can only be logged by Licensed Users and I don't believe there's currently a way for an Admin to do this on behalf of a Managed Resource.

As an alternative, you could potentially track this as an Expense under your own account, and create a Project Category associated with that Managed Resource. See: Manage Expense Categories

Cheers!

Genevieve

Genevieve P.

Hi @Coop22

Expenses can only be logged by Licensed Users and I don't believe there's currently a way for an Admin to do this on behalf of a Managed Resource.

As an alternative, you could potentially track this as an Expense under your own account, and create a Project Category associated with that Managed Resource. See: Manage Expense Categories

Cheers!

Genevieve