Have expenses and/or expense sheets available as related items on Program objects. I understand that there is aggregated expenses that roll-up from the projects within the program, but I need the ability to track expenses/expense sheets directly at the program level. Program is the only work item that doesn't have this option.
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We ended up creating a Program Core project object linked to the program, where we could track things like Program Manager and PMO time, and associated costs as a workaround. We use a project category field so we can segregate it from the normal program status reporting / milestone views
Hi David, I wanted to respond to let you know that my team figured out a way to get it working as expected. You can make a custom field on the Expense Sheet item type that is a 'reference to object' field type and referenced entity as 'program'. Then make sure the 'access referencing objects' box is checked. After that, you should be able to go to your profile(s) and look at the settings for Program and its related items where you should find this reference field you've created. Once you make it visible on the profile you should be able to add expense sheets to programs. See my screenshots for detail.
Glad you found a solution, I've used similar methods on other objects, we don't actually use the expenses functionality, and were using the Program Core projects really to be able to manage staffing requests and associated resource assignmentsat a program level (i.e. mutualised entities across a number of project work streams, such as Program Managers and PMO resources).
