Create an expense line for a demand

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: it_demand_manager

    Application required: Project Portfolio Management with Financials

    Warum und wann dieser Vorgang ausgeführt wird

    Only processed expense lines are considered for demands. You can create multiple expense lines for a project or demand.

    Expense lines on the demands are used to record any expense incurred during demand evaluation only. You can’t associate expense lines to cost plans on demands. The actual cost incurred from the expense lines tied to the demand rolls up to the Demand actual costs field.

    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.

    Prozedur

    1. Navigate to All > Demand > Demands > All and open the demand form.
    2. In the Expense Lines related list, select New.
    3. On the expense line form, fill in the fields.
      For a description of the field names, see Expense line form.
    4. Select Submit