Expenses Detail Window of the Activities Page

Overview

Use this detail window to add, revise, or delete activity expenses.

Screen Elements

Expenses toolbar

See Expenses Toolbar of the Activities Page.

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.

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.

Planned Cost field

The planned cost for the project expense.

Calculated as Planned Units multiplied by Price Per Unit.

Actual Cost field

The project expense for the activity.

Calculated as Actual Units multiplied by Price/Unit.

Remaining Cost field

The remaining cost for the project expense. Before actual expenses are made, remaining cost should be the same as planned cost.

While the activity is in progress, the remaining cost should be updated to reflect the estimated remaining cost required for the expense. After the expense is completed, the remaining cost should be zero.

Planned Units field

The planned units for all labor resources assigned to the activity.

Actual Units field

The actual units of the expense item used to complete the activity.

Remaining Units field

The remaining units for completing the assignment.

Calculated as Remaining Duration multiplied by Remaining Units per Time.

At Completion Units field

The sum of the actual units and remaining units for the resource assignment on the activity.

Calculated as Actual Units plus Remaining Units.

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.

Uniform Over Activity: Indicates the expense costs are accrued uniformly over the duration of the activity.

Document Number field

The number of the invoice, purchase order, requisition, or other document related to the expense item.

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.

Unit Of Measure field

The unit of measure for the project expense.

Price/Unit field

The price per unit for the expense.

Cost Account field

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

User Defined fields

The fields specific to your company's use of the application.

Information that needs to be captured for all expenses can be stored in a user-defined field. User-defined fields are created by the system administrator.

Tips

  • Use the Auto Compute Actuals option when you want to assume that all work for the activity is proceeding on schedule.
  • If you have more than one activity selected, the detail window will not be visible.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Expenses detail window.

Related Topics

About Expenses

Creating Expenses

Configuring Expenses


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