Add Activity Expenses Page of the Activity Form Page

Overview

Use this page to create activity expense items.

Screen Elements

Name field

The name for the expense that is unique in 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.

Planned Cost field

The planned cost for the project expense.

Calculated as Planned Units multiplied by Price Per Unit.

Cost Account field

The default cost account associated with the resource, role, or expense.

Getting Here

From the Workgroup Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Expenses section and click Add Activity Expenses.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Expenses section and click Add Activity Expenses.

Related Topics

About Expenses

Creating Expenses

Configuring Expenses

Configuring Auto Compute Actuals for Expenses


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