Applies to

Resource Management


Who can use this capability

All paid users can enter expenses.

Track expenses

Reporting expenses helps budget and track project-related hard costs.


  • Resource Management


All paid users can enter expenses.

Expenses are any project costs that aren't labor. You can track both reimbursable and non-reimbursable expenses.

Add an expense screen, requests Project & Phase associated to the expense, date, category, notes and amount.

Add expenses

  1. On your personal page, select Time & Expenses, and then select Expenses.
  2. Select Add an Expense.
  3. Fill out the expense form. Include the project, phase, date, and an expense category if there is one.
  4. Select Submit for Approval, and then select Submit.
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