We often have vendor invoices associated with a project. I want to be able to have a field in the property card that aggregates the total expenses that are entered through the project expense sheets.
Similarly, I have updated the property card for the expense sheets but it's not updating. :(
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Hello,
I assume you have created a custom field that provides you the aggregated expense data at the Project level. You will need to go to Settings --> Profiles to add it to the Project level Layout. When adding custom fields, they are automatically added to the fieldsets but not to layouts. You will need to add it to the Master profile for all to see.
I have done that, but it's not working. I assume that I want to enter the expenses under the "Add Related" section of the project?
Hello,
We would actually need to take a look inside your environment to see your set up. Go ahead and open a case with us and provide us an access link so we can take a look. Thanks!