Rocketlane Product Training

1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane

2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide

31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane

21. General - Expense Management Configuration Guide

On this page

Configuring and Managing Expenses in Rocketlane Step 1: Open Expense Configuration in Admin Settings Step 2: Enable the Expenses Feature and Define Categories Step 3: Configure Reimbursement Options and Vendors Step 4: Set the Level at Which Expenses Are Tracked Step 5: Configure Basic Expense Approval Options Step 6: Decide How Approved, Billable, and Uninvoiced Expenses Affect Project Cost Step 7: Open and Understand Expense Approval Workflows Step 8: Add Actions and Approval Logic in the Workflow Step 9: Define an Approval Chain Step 10: Attach the Approval Chain to the Workflow Step 11: Add Custom Expense Fields Step 12: Configure Inherited vs Manual Values for Custom Fields Step 13: Verify Custom Fields on the Expense Form