Expense Billing Tab of the Project Budget Worksheet

Your project job-to-date expense budget lets you keep track of all expenses to be charged to a project. Use this tab to establish your expense billing amounts.

Contents

Field	Description
Start Date	Specify the start date for work on this account.
End Date	Specify the end date for work on this account.
Overall Pct Comp	In this field, you can enter an overall percent complete for the entire project. If you do so, the percentage you specify here overrides the overall percent complete that DPS calculates.
Exp Pct Comp	For any project, you can define an overall expense percent complete, an overall labor percent complete, or both, for your project: Define the overall expense percent complete here in the Exp Pct Comp field. Define the overall labor percent complete in the Lab Pct Comp field on the Labor Billing tab or Labor Costs tab.
Project Currency/Billing Currency	If you use multiple currencies, the currency is based on the setting for the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options: If this option is selected, the field displays the currency code for the project's billing currency. If this option is cleared, this field displays the currency code for the project currency.

Expense Billing Grid

Field	Description
Expense Billing Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert a row beneath the current row.
Delete	Click a row and then click this option to delete it.
Account	Your expense budgets are based on account numbers. You can insert a new row to add a new budget line for any account number that is valid for the current project. If you are inserting a row, you can enter an account in this field or select an account from the Account lookup, which lists valid accounts for the project.
Account Name	This field displays the name of the expense account.
Vendor	Enter the vendor number for which to enter a budget for this project or select a vendor from the Vendors lookup.
Vendor Name	This field displays the name of the vendor.
% Complete	Enter your estimate of how far work has progressed on the project for this account. You should update the percent complete on a regular basis.
Amount	Enter the budgeted monetary amount for the expense charged to the account for the project.
EAC Amt	Estimate at Completion Amount. Enter your estimate of the total billing amount that will have been incurred at the completion of the project, as reported for this account.
ETC Amt	Estimate to Complete Amount. Enter your estimate of the total additional billing amount required to complete the work for this account.
Start Date	Specify the start date for work on this account.
End Date	Specify the end date for work on this account.
JTD Spent	This field shows the actual billing amount spent, job-to-date, for this account, as calculated at the most recent posting. DPS calculates billing amounts based on the billing terms in effect at the time of the posting. When you post a transaction, DPS looks at the applicable billing terms to determine billing rates for project reporting purposes. If you later update the billing terms, your updates are not reflected on the project reports unless you refresh billing extensions. You should refresh billing extensions when you create or change the billing terms for any project, or after posting transactions for that project during the current period If you use multiple currencies, the currency for this amount is based on the setting for the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options: If this option is selected, the amount in this field is based on the project's billing currency. If this option is cleared, the amount in this field is based on the project currency.