Add expenses from the Activities window

1. Choose Project, Activities.
2. Select the activity that incurs the expense.
3. Display Activity Details, then click the Expenses tab.
   
   To display the Expenses tab, click the Layout Options bar and choose Bottom Layout Options. In the Available Tabs section, select Expenses, click  , then click OK.
   
4. Click Add, then type a name for the expense item.
5. Double-click in the Cost Account column, then click . Select the cost account you want to assign, then click the Select button.
6. Double-click in the Expense Category column, then click . Select the category you want to assign, then click the Select button.
7. Double-click the Accrual Type column, then select the expense’s accrual type.
8. Type the number of budgeted or planned units you expect the selected activity to use.
9. Type the price of each unit.
   
   The module calculates and displays the expense's budgeted or planned cost (budgeted or planned units * price/unit) in the Budgeted or Planned Cost field.
   
10. To enter actual expense costs already incurred by the activity, type the cost in the Actual Cost field.
    
    To automatically calculate an expense's actual cost based on the activity's planned completion percentage, mark the Auto Compute Actuals checkbox.
    
11. Type the name of the vendor business or organization to which the expense is payable.

Tip

• To change the columns displayed on the Expenses tab, right-click anywhere in the Expenses tab, then choose Customize Expense Columns.

Related Topics

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