Enter Planned Amounts for Expenses and Consultants

If you have enabled planning for expenses or consultants, you can enter planned amounts for them on the Expenses and Consultants tabs on the Projects form.

You can enter amounts either for individual expense types and consultant types or as a lump sum for a work breakdown structure (WBS) element, which is then allocated to the expense types or consultant types assigned to that WBS element.

To enter planned amounts for expenses or consultants:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to enter planned amounts.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions bar, click Other Actions > Check Out.
5. Click the Expenses tab or the Consultants tab.
6. Expand the WBS to display the WBS element or the individual expense type or consultant type assignment for which you want to enter a planned amount.

   If the WBS element does not yet exist, click next to the project name and add the element to the WBS. If the expense type or consultant type assignment row does not yet exist, hover over the WBS element to which you want add the assignment, click + next to the WBS element name, and enter the assignment information.

7. Click the row to display the entry fields.
8. Enter the amount in the Planned Cost field, and tab or click out of the field.

   The one case in which you do not enter the amount in Planned Cost is when the Billing/Cost option is set to Billing and no rate method is selected for reimbursable expenses or reimbursable consultants in the Plan Settings dialog box. In that case, the Planned Cost column does not display, and you enter the planned amount in Planned Billing.

   If you entered the amount for a WBS element, DPS allocates the amount to each expense type or consultant type that is assigned to that WBS element.

   A short delay may occur while the allocation is carried out. If any WBS rows or expense type or consultant type rows are displayed below the row for which you entered the amounts, they are collapsed. To see the allocated amounts, expand the structure again.