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Creating Cost Accounts

Create cost accounts to track activity cost and earned value throughout the project life cycle. You can associate predefined cost accounts with expenses to categorize them.

To create cost accounts:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Activities and click Cost Accounts.
  3. On the Cost Accounts page:
    1. Click "" Add (Insert).
    2. Move the cost account to the correct location in the list and hierarchical position by clicking the "" Move Up (Ctrl+Alt+Up), "" Move Down (Ctrl+Alt+Down), "" Move Left (Ctrl+Alt+Left), and "" Move Right (Ctrl+Alt+Right) arrows.
    3. In the ID field, double-click and type a unique ID.
    4. In the Name field, double-click and type a name.
    5. In the Description field, double-click and click "".
  4. In the Description detail window, type a brief narrative about the cost account.
  5. On the Cost Accounts page, click "" Save (Ctrl+S) .

Related Topics

About Cost Accounts

Enterprise Data Page

Cost Accounts Page


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