**MVP V0.28.0 2025-07-08 ### Features **Tagging System Launch**: #tags We have included a beta version of PAI's Tagging features in this update. This is available for Expense line tagging and Crew Profile Tagging at launch. We plan to add this to other objects in PAI as we continue developing this feature. You can review documentation via [[Tags]] - You can now add multiple Tags to individual expense lines. - Tags are filterable allowing you to isolate expense lines with specific tags in your budget. - Expense line tags are trackable in aggregate in [[Campaigns]] dashboards. - Tagged Expense Lines are available to be reviewed in a dashboard widget - Expense status are filterable allowing you to review totals based on status + Tag - Clicking on the Tag Shows a preview of all expense lines currently associated with it - Need more control? Navigate to the [[Campaigns]] > Expenses to see all expenses from all projects associated with the campaign. This view uses [[01-Getting Started/PAI Tables]] to help see, group, sort, and filter data to find what you need. You can use the "Expense Totals" Sum to see total cost of expenses in view. - Possible Use Cases: - Tag Expenses with a PO# to track PO's on an expense level - Tag Expenses as internal / external to abstractly track spending categories - Tag Expenses as Billable / Non-Billable to track what can be passed through to clients - Tag expenses requiring special approval processes (e.g., "Executive Approval", "Client Pre-Approval", "Legal Review") - Tag expenses by filming location (e.g., "Studio A", "Location X", "Remote") to track costs by venue - You can Add Multiple tags to vendor profiles. - Use this to add another layer of filtration to your vendors - Possible Use Cases: - Tag by travel willingness (e.g., "Local Only", "Regional Travel", "National Travel") - Tag by specific expertise beyond job titles (e.g., "Steadicam Certified", "Drone Licensed", "Underwater", "Automotive Specialist") - Tag by availability patterns (e.g., "Weekends Available", "Short Notice", "Long Form Projects") - Tag vendors who are pre-approved for specific clients (e.g., "Nike Approved", "Automotive Cleared", "Medical Experience") - Tag by NDA/security clearance status (e.g., "Corporate NDA Signed", "Security Cleared") - Tag by payment preferences (e.g., "NET-15", "COD Only", "Flexible Terms") - Tag by communication preferences (e.g., "Text Preferred", "Email Only", "Call First") - You can Manage Tags via [[Organization Settings]] - Only Workspace Owner & Workspace Admin user types can review, create, and modify existing tags. - Tags can be created in the Tag Settings or in Vendor profile or expense line Tag areas via type-to-search/create. - Tags can be assigned to Tag Groups to better organize your Tag associations. ie, vendor profile tags can be placed in the "Vendor Tags" Tag group. "PO" Tags on expense lines can be placed in the "PO" Tag group. We are looking for feed back with this alpha feature, please reach out to us via [[Help & Support]] for feedback and general instructions as needed. ### Tweaks - N/A ### Bug Fixes - N/A Question? Feedback? Email us at [email protected]