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Add, revise, or delete activity expenses

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Where can I do this?

If you have the required privileges, you can add, revise, or delete expenses in the Activity Expense Details page.

Display Activity Expense Details

The procedure for displaying Activity Expense details differs depending on whether you access the details from the Activities page or in the Activity Details form.

From the Activities Page:

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Activities on the Projects toolbar to display the Activities page.
  3. Select the activity in the Activity Table, then click icon to display details on the Activities toolbar.
  4. Select Activity Details.
  5. Select Expenses. The Expenses dialog box displays, showing all steps related to the activity.

or

In the activity table, right-click an activity and select an option, such as Predecessors, Successors, Steps, or Notebooks, from the menu.

From the Activity Details Form in a portlet:

Expand the Expenses section, if necessary.

The layout you see depends on a combination of administrative configurations and your preference settings. If Expense details do not appear, edit your preferences to add them.

Add activity expenses

  1. On the Expense Details page, click Add Expenses.
  2. Type a unique name for each expense. Optionally, choose an expense category and cost account, and type a value for budgeted or planned cost.
  3. Click Save.
  4. To add additional expenses for the activity, click Add More. If you have finished adding expenses, click Done to return to the Expense Details page.
  5. To add more information about the expense, for example, accrual type or price/unit, click the expense name.

Revise or delete activity expenses

  1. On the Expense Details page, click the Expense Item name.
  2. Edit the expense details, then click Save.
    Or, click Delete Expense and click OK to confirm.
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.

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