Create an expense line for a demand

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: it_demand_manager

    Application required: Project Portfolio Management with Financials

    About this task

    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 cannot 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 project, the expense lines remain with the demand; whereas the cost plans and budget will move over to the project.

    Procedure

    1. Navigate to All > Demand > Demands > All and open the demand form.
    2. In the Expense Lines related list, click 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