Add Expenses to the Expenses Grid

Use the Expenses grid to add expenses to the plan.

For you to be able to add expense rows, your Vision Security role must have Full, Add/Modify, or Modify Only access rights for Project Planning on the Navigator tab in Vision > Configuration > Security > Roles. The button does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To add expenses to a plan, complete the following steps:

1. In Navigator, click and select Project Management.
2. Select a project.
3. Select the Planning tab and click the Check Out button.
4. Click the Expenses option on the menu bar. The Expenses page displays.
5. Open the appropriate WBS element in the grid for which you are budgeting expenses. The WBS rows that are available depend on the project's work breakdown structure and the Expense Plan Level established for the Navigator plan in Plan Settings.
6. Click . The Add Expense Type dialog box displays.
7. Select one or more expense types and click Add. The expense information displays on the grid.
8. Complete the remaining fields on the Expenses grid.
9. Save your entries. Navigator performs a series of validations on the Expense grid rows. If there are any errors, follow the directions provided.