Forum Discussion

LMH381's avatar
LMH381
Qrew Member
2 months ago

Updating $$ amounts

I want to split up our expenses into different categories and have fields on the PROJECT page that shows the updated amount(s) when a new expense is created. Example of categories: FUEL   - $100.0...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
2 months ago

You probably already have a relationship where one project has many Expenses.  Just go to that relationship and click on the left side to make a summary field and set a filter where expense type = Fuel.

Then repeat for each Expense category. Now you have automatic summary fields on the Project