Project and task on a web app expense
Project and task on a web app expense
In the web app a user selects a project and task on an expense. Only active projects and posting tasks are offered.
Area: Expense Agent. Status: GA. Developer relevance: low. Airtime: 1 min across 1 video, demoed.
Status evidence
- Nothing said about status; launch event convention: generally available unless stated otherwise.
Where they talk about it
- What's new in Expense Agent: Project Handling: 3:30 to 4:58, demo at 3:30 (called "Selecting project and task on a web app expense" there)
Quotes
- 4:25 "you can see only project task for posting, not beginning and end of totals." - Limits which tasks appear in the web app to posting tasks only.
- 4:35 "you can see only active projects. So, only active projects and only uh project tasks where you uh enabled to post." - Clarifies the filter on projects and tasks even when a user is assigned.
Caveats mentioned
- Only active projects are shown
- Only project tasks enabled for posting are shown
Prerequisites mentioned
- Project tracking enabled
- User assigned to the project when assigned visibility is used
Documented features match
- Use assigned projects only in the web app - medium confidence (llm). Docs say: Public preview, roadmap id 573259. Projects in web app
- Product documentation: Review and edit your expenses, checked 2026-10-02. Project: The project this expense should be charged to (if enabled by your administrator). Project Task: The specific project task (if enabled by your administrator). Note: Setup article (expense-management-setup) adds Enable Project Fields and Project Visibility with 'all active projects'; the posting-tasks-only filter is not stated. Related 2026 wave 1 release plan 'Assign project in Expense Agent web app' is an earlier wave.
Docs checked on 2026-10-02: the match is against Microsoft's what's new pages for the wave as they were on that date. Microsoft keeps filling the documentation, so "no documented item" can go stale.
Tags: expense, projects, web-app, ux
Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.