Add Expense Type Dialog Box

Use the Add Expense Types dialog box to select one or more types of expenses to add to your Expenses grid.

Location

To assign 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 project's expense information displays.
5. Open the appropriate WBS element on the grid for which you are budgeting expenses. The WBS rows that are available depend on the project's WBS and the Expense Planning Level established for the Navigator plan in Plan Settings.
6. Click .

Contents

Field	Description
Show Direct	This field displays when the project's charge type is Regular. Select this option to show expense types for the Direct Expense account type.
Show Reimbursable	This field displays when the project's charge type is Regular. Select this option to show expense types for the Reimbursable Expense account type.
Search	To further filter the results list, enter any part of the following in the Search field: expense type, type description, and account number. You will see the results list update as soon as you make an entry. To view a full list of all expense types, clear the entry in the Search field and select all the type-specific options.
Expense Type	This column displays the account name that is associated with the expense type. Only active accounts and those that are available to the project's company display.
Type	This column displays the account type. The account types that are available are dependent on the project's charge type: Regular project charge type: Direct and Reimbursable expense type Promotional/Overhead project charge type: Indirect expense type
Account	This column displays the account number.