Creating Expense Categories
Create an expense category to organize and track various expense types within an organization.
To create expense categories:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Activities and click Expense Categories.
- On the Expense Categories page:
- Click
Add (Insert). - In the Category field, double-click and type a name.
- Click
Save (Ctrl+S).
Tips
To change an expense category, double-click it, then type a new name. The change applies to all projects to which the expense item is assigned.
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