Search

Activity Expense Details

Related Links

If you have the required privilege, you can use Activity Expense Details to

Tip: You can use the auto-compute actuals option to automatically calculate estimated expenditure for an expense, based on the schedule plan. For details, see Calculate progress automatically.

Field Definitions

Note: All fields described here are available when you click an expense item name to edit details. However, unless you customize Expense Details to include them, some of these fields do not appear in Expense Details viewing mode. You can click Customize to choose the Expense Detail columns you want to display only in the Tabs layout. For more information, see Customize data column displays in the User Interface FAQs.
Expense Item
A name for the expense that is unique for the activity. The same name can be used for expenses associated with other activities.
 
Activity
The activity incurring the expense.

To assign the expense to a different activity, click the expense item name, then click . In the Assignments window, select a different activity, click Assign, and then click Close.

Expense Category
The code and name for the expense category.

To assign the expense to a different category, click . Expense categories are useful for organizing and tracking various expense types within an organization. Expense categories are created in the Admin Categories dialog box in the Project Management module.

Vendor
The name of the vendor providing goods/services related to the expense.
 
Accrual Type
The accrual type for the project expense:

Start - 100 % of the expense cost is accrued at the start date of the activity.
End - 100% of the expense cost is accrued at the finish date of the activity.
Uniform - Expense costs are incurred uniformly over the activity duration.
 
Document Number
The document number for the expense; for example, purchase order number or requisition number.
 
Cost Account
The ID and name of the cost account associated with the project expense.

To assign the expense to a different cost account, click . Cost accounts are created in the Project Management module.

Auto Compute Actuals
To calculate expense actual and remaining units based on the budgeted or planned cost and the activity's schedule percent complete, mark this checkbox. Expense actual and remaining units will be automatically updated when project actuals are applied.
Tip: Use this setting when you want to assume that all work for the activity is proceeding according to plan.
Budgeted or Planned
Actual
Remaining Units
Budgeted or Planned - The Budgeted or Planned number of units for the selected expense.
Actual - The number of expense units that have been used in performing work for the activity. (Actual Cost/Price per Unit)
Remaining - The number of expense units available to complete the activity. (Remaining Cost/Price per Unit).
Unit of Measure
The unit of measure for the project expense.
Budgeted or Planned, Actual/Remaining Costs
Budgeted or Planned - The Budgeted or Planned cost for the selected expense. (Budgeted or Planned Units * Price/Unit)
Actual
The expense cost incurred in performing work for the activity. (Actual Units * Price/Unit)
Remaining
The expense cost available to complete the activity. (Remaining Units * Price/Unit) Before actual expenses are incurred, remaining cost should be the same as the budgeted or planned cost. While the activity is in progress, remaining cost should be updated to reflect the estimated remaining cost required for the expense. When the activity is complete, remaining cost should be zero.
Price/Unit
The price per unit for the expense.
User Defined Fields
If you have customized Expense details to display columns of user-defined fields, the user-defined fields you selected are listed in this section.

top