Applies to

Resource Management

Capabilities

Who can use this capability

All licensed users can enter expenses.

Track expenses

Reporting expenses helps budget and track project related hard costs.

PLANS

  • Resource Management

Permissions

All licensed users can enter expenses.

Expenses are any non-labor related project costs. 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, click Time & Expenses and then click 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. Click Submit for Approval and then click Submit.
Was this article helpful?
YesNo