Expense Details Page of the Activity Form PageOverview Use this page to edit the general, unit, and cost details for the selected expense of the current activity. Screen Elements Expense Item field The name for the expense that is unique for the activity. The same name can be used for expenses associated with other activities. Activity field The name of the activity. Expense Category field The classification code or name for the expense category. Expense categories are useful for organizing and tracking various expense types within an organization. Expense categories are created in P6, typically by an administrator. Vendor field The name of the vendor providing the product or service associated with the expense. Accrual Type field The accrual type for the project expense. Start of Activity: Indicates the entire expense costs are accrued at the start date of the activity. End of Activity: Indicates entire expense costs are accrued at the finish date of the activity.
Document Number field The number of the invoice, purchase order, requisition, or other document related to the expense item. Cost Account field The default cost account associated with the resource, role, or expense. Auto Compute Actuals option Determines whether to calculate the expense actual and remaining units based on the budgeted or planned cost and the activity's percent complete. Planned Units field The sum of planned labor units and planned nonlabor units. Actual Units field The sum of the actual non-overtime and the overtime units worked by the resource on the activity. Calculated as Actual Regular Units plus Actual Overtime Units. Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied or directly from the updated fields in the interface. Remaining Units field The remaining units of work to be performed by this resource on this activity. Calculated as Budgeted or Planned Units minus Actual Units. Unit Of Measure field The unit of measure for the project expense. Planned Cost field The planned total cost for the activity, including labor resources, nonlabor resources, and project expenses. Calculated as Planned Labor Cost plus Planned Nonlabor Cost plus Planned Expense Cost. Actual Cost field The actual total cost for the activity, including labor resources, nonlabor resources, and project expenses as of the project data date. Calculated as Actual Labor Costs plus Actual Nonlabor Costs plus Actual Expense Costs. Remaining Cost field The remaining total cost for the activity, including labor resources, nonlabor resources, and project expenses. Calculated as Remaining Labor Costs plus Remaining Nonlabor Costs plus Remaining Expense Costs. Price/Unit field The planned price per unit for the project expense. This number is multiplied by the planned number of units to compute the planned cost. Getting Here From the Workgroup Workspace page:
From the Dashboards page:
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