Add or edit expense lines

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset. Expense lines are part of demand cost plans.

    Before you begin

    Role required: it_demand_manager

    About this task

    Expense lines on a demand record track the costs incurred during the demand evaluation process. You can add multiple expense lines to a single demand, but they can only be used for evaluation costs and can’t be linked to cost plans. Only processed expense lines are counted, and their total automatically rolls up to the Demand actual costs field on the demand record.

    Note:
    When a demand is converted to a project, the expense lines remain with the demand, while the cost plans and budget are moved over to the project.

    Procedure

    1. Open a demand from the home page of Next Experience for Demand Management.
      For more information, see Access demands.
    2. Select Details from the L-2 (level 2) navigation menu.
    3. Select Expense Lines.
      Note:
      If the Expense Lines tab isn’t visible, select More and then select Expense Lines.
    4. Add or edit an expense line:
      • To add an expense line, select New.
      • To update the details of an existing expense line, select the record.
    5. On the Create New Expense Line form, fill in the fields.
      For a description of the field names, see Create expense line form.
    6. Select Save.
      Note:
      To view the expense allocations associated with the expense line, select Expense Allocations.
      After completing your work on an expense line, use the breadcrumb navigation to return to the Expense Lines tab.