--- id: video/GwrMf1umTFg type: video title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" summary: "Expense Agent project handling in the 2026 release wave 2: how to enable project tracking in Expense Agent setup, choose all or assigned project visibility, assign resources on the project card or task lines, and get project ledger entries when an expense report is posted." tier: official language: en tags: - expense agent - project tracking - project assignment - resource assignment - project visibility - web app - project ledger entries - employee resources system: copilot review: state: reviewed by: opus at: "2026-10-07T22:43:18.606Z" flags: [] generated: at: "2026-10-09T00:29:02.995Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 621ab8536360fcfe05364d46a6d89c2ded2b998f37ffe29c7147b6b3231ea5a0 evidence: - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=22s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 22 quote: once when you post expense report, we will get created project ledger entries as well. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 37 quote: you wanted to use projects in a web app. So, we enabled this option. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=53s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 53 quote: when you enable project tracking, you have two options. You can choose all projects or assigned projects. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=63s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 63 quote: it can happen that you have hundreds of projects and it will not be easy to find the right one you want to use - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=93s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 93 quote: If you do not enable, you will not see project option in your web app at all. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 106 quote: you will find assigned resources. In assigned resources, you can select resources you want to uh assign to these projects - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=154s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 154 quote: First, you need to create a resource for your uh employees. They need to have created resource. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=252s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 252 quote: I'm assigned only to one project. So, I can choose this one - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=316s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 316 quote: In a show billable information, you can find project I assign and project task. So, everything is here. - kind: video url: https://www.youtube.com/watch?v=GwrMf1umTFg&t=353s title: "What's new in Expense Agent: Project Handling (2026 release wave 2)" date: "2026-10-01T13:04:01.000Z" commit: null t: 353 quote: So this is now empty, but that means you you are not selected only for one because system will inherit your setup from project links: learn: [] objects: - object/page/6996 - object/page/5200 features: - feature/573259 topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: GwrMf1umTFg channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=GwrMf1umTFg published_at: "2026-10-01T13:04:01.000Z" duration_s: 409 captions: full audience: - functional consultant - administrator chapters: - t: 0 title: Introduction and overview of Expense Agent project features - t: 22 title: Project ledger entries in first release - t: 37 title: Project tracking setup and visibility options - t: 93 title: Configuration requirements - resources and employee assignments - t: 166 title: Demo setup in Business Central - t: 210 title: Web app expense creation and project assignment - t: 286 title: Business Central posting and project details review - t: 339 title: Assigned resources configuration and project visibility - t: 385 title: Summary and conclusion features: - name: Project tracking in Expense Agent web app status: preview t: 37 verified: false status_source: roadmap roadmap_ids: - "573259" - name: Project visibility options - all projects vs assigned projects status: preview t: 53 verified: false status_source: roadmap roadmap_ids: - "573259" - name: Project resource assignment on project card status: preview t: 106 verified: false status_source: roadmap roadmap_ids: - "573259" - name: Project task level resource assignment status: preview t: 127 verified: false status_source: roadmap roadmap_ids: - "573259" - name: Resource creation and employee linking prerequisites status: unclear t: 154 verified: false status_source: video - name: Active projects and posting tasks filter status: unclear t: 265 verified: false status_source: video - name: Project ledger entry creation on expense posting status: unclear t: 22 verified: false status_source: video objects_mentioned: - page Expense Agent setup - page project card - page employee card - table project ledger entries quotes: - t: 22 text: once when you post expense report, we will get created project ledger entries as well. check: exact - t: 37 text: you wanted to use projects in a web app. So, we enabled this option. check: exact - t: 53 text: when you enable project tracking, you have two options. You can choose all projects or assigned projects. check: exact - t: 63 text: it can happen that you have hundreds of projects and it will not be easy to find the right one you want to use check: exact - t: 93 text: If you do not enable, you will not see project option in your web app at all. check: exact - t: 106 text: you will find assigned resources. In assigned resources, you can select resources you want to uh assign to these projects check: exact - t: 154 text: First, you need to create a resource for your uh employees. They need to have created resource. check: exact - t: 252 text: I'm assigned only to one project. So, I can choose this one check: exact - t: 316 text: In a show billable information, you can find project I assign and project task. So, everything is here. check: exact - t: 353 text: So this is now empty, but that means you you are not selected only for one because system will inherit your setup from project check: exact --- # What's new in Expense Agent: Project Handling (2026 release wave 2) > Expense Agent project handling in the 2026 release wave 2: how to enable project tracking in Expense Agent setup, choose all or assigned project visibility, assign resources on the project card or task lines, and get project ledger entries when an expense report is posted. [Watch on YouTube](https://www.youtube.com/watch?v=GwrMf1umTFg) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-10-01 · 6:49 · tier official · reviewed (checked by Opus) ## Overview The video covers new project features for the Expense Agent web app. Project ledger entries were already part of the first release. The new part is that users can assign a project and project task to an expense in the web app, and administrators control which projects each user sees. The demo goes through the setup in Business Central: enabling project tracking in Expense Agent setup, choosing between all projects and assigned projects, creating resources for employees and linking them on the employee card, and assigning resources on the project card. It then creates an expense in the web app, posts the expense report, and shows the resulting project ledger entries with project and project task. ## Key points - Enable project tracking in Expense Agent setup to use projects in the web app; if it is not enabled, the project option does not appear in the web app at all. - Two visibility options: all projects (all users see all projects) or assigned projects (limits visibility, useful with hundreds of projects or confidential projects). - Assigned projects requires prerequisites: create a resource for each employee, then select the resource number on the employee card. - The project card has a new Assigned resources section where you choose which resources see that project in the web app. - Resources can also be assigned on project task lines so an employee sees only their assigned tasks; if task lines have no resources, the setup is inherited from the project card. - The web app shows only active projects and only project tasks for posting; begin-total and end-total tasks are excluded. - Posting an expense report with project and task assigned creates project ledger entries in Business Central, visible in the posting preview. ## Chapters - [0:00](https://www.youtube.com/watch?v=GwrMf1umTFg&t=0s) Introduction and overview of Expense Agent project features - [0:22](https://www.youtube.com/watch?v=GwrMf1umTFg&t=22s) Project ledger entries in first release - [0:37](https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s) Project tracking setup and visibility options - [1:33](https://www.youtube.com/watch?v=GwrMf1umTFg&t=93s) Configuration requirements - resources and employee assignments - [2:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=166s) Demo setup in Business Central - [3:30](https://www.youtube.com/watch?v=GwrMf1umTFg&t=210s) Web app expense creation and project assignment - [4:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=286s) Business Central posting and project details review - [5:39](https://www.youtube.com/watch?v=GwrMf1umTFg&t=339s) Assigned resources configuration and project visibility - [6:25](https://www.youtube.com/watch?v=GwrMf1umTFg&t=385s) Summary and conclusion ## Features | Feature | Status | At | |---|---|---| | Project tracking in Expense Agent web app | preview (roadmap [Use assigned projects only in the web app](../features/573259.md)), demoed | [0:37](https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s) | | Project visibility options - all projects vs assigned projects | preview (roadmap [Use assigned projects only in the web app](../features/573259.md)), demoed | [0:53](https://www.youtube.com/watch?v=GwrMf1umTFg&t=53s) | | Project resource assignment on project card | preview (roadmap [Use assigned projects only in the web app](../features/573259.md)), demoed | [1:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s) | | Project task level resource assignment | preview (roadmap [Use assigned projects only in the web app](../features/573259.md)), demoed | [2:07](https://www.youtube.com/watch?v=GwrMf1umTFg&t=127s) | | Resource creation and employee linking prerequisites | status not stated, demoed | [2:34](https://www.youtube.com/watch?v=GwrMf1umTFg&t=154s) | | Active projects and posting tasks filter | status not stated, demoed | [4:25](https://www.youtube.com/watch?v=GwrMf1umTFg&t=265s) | | Project ledger entry creation on expense posting | status not stated, demoed | [0:22](https://www.youtube.com/watch?v=GwrMf1umTFg&t=22s) | A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself. ## AL objects mentioned As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named. - [page 6996 "Expense Agent Setup"](../objects/page/6996.md) at [3:09](https://www.youtube.com/watch?v=GwrMf1umTFg&t=189s) - page "project card" at [1:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s) - [page 5200 "Employee Card"](../objects/page/5200.md) at [2:34](https://www.youtube.com/watch?v=GwrMf1umTFg&t=154s) - table "project ledger entries" at [0:22](https://www.youtube.com/watch?v=GwrMf1umTFg&t=22s) Not found in BC28-30: page "project card", table "project ledger entries". ## Quotes - [0:22](https://www.youtube.com/watch?v=GwrMf1umTFg&t=22s) "once when you post expense report, we will get created project ledger entries as well." - [0:37](https://www.youtube.com/watch?v=GwrMf1umTFg&t=37s) "you wanted to use projects in a web app. So, we enabled this option." - [0:53](https://www.youtube.com/watch?v=GwrMf1umTFg&t=53s) "when you enable project tracking, you have two options. You can choose all projects or assigned projects." - [1:03](https://www.youtube.com/watch?v=GwrMf1umTFg&t=63s) "it can happen that you have hundreds of projects and it will not be easy to find the right one you want to use" - [1:33](https://www.youtube.com/watch?v=GwrMf1umTFg&t=93s) "If you do not enable, you will not see project option in your web app at all." - [1:46](https://www.youtube.com/watch?v=GwrMf1umTFg&t=106s) "you will find assigned resources. In assigned resources, you can select resources you want to uh assign to these projects" - [2:34](https://www.youtube.com/watch?v=GwrMf1umTFg&t=154s) "First, you need to create a resource for your uh employees. They need to have created resource." - [4:12](https://www.youtube.com/watch?v=GwrMf1umTFg&t=252s) "I'm assigned only to one project. So, I can choose this one" - [5:16](https://www.youtube.com/watch?v=GwrMf1umTFg&t=316s) "In a show billable information, you can find project I assign and project task. So, everything is here." - [5:53](https://www.youtube.com/watch?v=GwrMf1umTFg&t=353s) "So this is now empty, but that means you you are not selected only for one because system will inherit your setup from project"