Use the fields and options on the dialog box to add one or more expense type assignments to a
project plan.
For a given work breakdown structure (WBS) element in a plan, you cannot add multiple assignments for the same expense type -
vendor pair or multiple assignments for a single expense type without an associated
vendor.
Contents
Field | Description |
Expense Type
|
This column displays the expense types that you selected on the Expense Type Lookup dialog box. You can also click
+ Add Expense Type to make other expense type assignments.
OIn the Expense Type Lookup dialog box, you can search by
account number or by expense type. Only active expense types with
accounts available to the
project's company can be selected. In addition, the available expense types depend on the
project charge type. For regular
projects, you can select direct and reimbursable expense types. For overhead and promotional
projects, you can only select indirect expense types.
|
Account
|
This column displays the
account numbers associated with the expense types you select.
|
Vendor Name
|
If you also want to associate the planned amount for an expense type with a specific
vendor, select the
vendor in this column.
Only
firms designated as a
vendor in the
Firms hub are available for selection.
|
Vendor Number
|
This field displays the
firm number for the
vendor you select.
|
+ Add Expense Type
|
To select another expense type or expense type and associated
vendor for the same WBS element, click
+ Add Expense Type.
|