Procedures
Use these procedures for entering, updating, and viewing expense information.
- Add Expenses to the Expenses Grid
Use the Expenses grid to add expenses to the plan. - Copy an Expense on the Expenses Grid
For quick data entry, you can copy an existing expense row. This creates a new row with the same account and vendor information. You can modify and save as needed. - Delete Expenses from the Expenses Resource Grid
You can delete an expense record from the Expenses Resource grid as long as the resource record does not have any job-to-date (JTD) amount and is not included in the baseline. - Switch Expense Amounts from Billing to Cost
The Expenses planning page may contain options that allow you to switch from displaying billing amounts to cost amounts for baseline, planned, JTD, and ETC.
Parent Topic: Expenses Overview