Add or edit expense lines

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

    • Create or edit expense lines to capture the actuals costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

    Before you begin

    Role required: it_project_manager

    About this task

    An expense line is part of the project cost plans that can be associated with a specific source. You can create multiple expense lines for a cost plan. Only the expense lines that are in the processed state are considered for roll ups on the work item.

    For unplanned expense lines which are not associated to any cost plan, system automatically creates an cost plan or associates to an existing system generated cost plan of the same expense type.

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. Select Financials from the left menu.
    3. Add an expense line using one of the following options.
      ChoiceDescription
      Select a cost plan
      1. Select the actuals value from a cost plan.
      2. In the Expense lines side panel, select New.
      Select options
      1. Select the options Option to add expense lines. from a cell.
      2. Select Add expense lines.
      Select new expense line option Select New expense line using the More actions option.
      GIF showing the selection of new expense line option.
      Note:
      Use this option to record and calculate any unplanned expenses.
    4. On the Create expense line form, fill the fields.
      For a description of the field names, see Create expense line form.
    5. Select Save.
      Note:
      The expense lines created for sub projects can be viewed in the Cost screen of the parent project.