Add Expense Types Dialog Box

When you create a plan in iAccess, use the Add Expense Types dialog box to add planned amounts for expenses.

To add expense type rows, your Vision security role must have Full, Add/Modify, or Modify Only record access rights for Project Planning.

Parent Topic: Fields and Options

Location

To display the Add Expense Types dialog box, complete the following steps:
  1. In the Project Management workspace, select the project for which you want to add expense types.
  2. Click the Planning tab.
  3. If the Expenses page is not displayed, click the name of the currently displayed page, and click Expenses on the drop-down list.
  4. Click Check Out on the Planning toolbar.
  5. In the Expenses Planning grid, open the WBS element for which you want to add an expense type.
  6. Click + Add Resource. The Add Expense Types dialog box displays.

Contents

Field Description
Search To find and select resources, enter any part of the expense type or account number in the search field. To view a full list of all expense types, clear the entry in the search field.
SHOW DIRECT Select this check box to include direct expense types in the results list.

This option only applies if the project's charge type is Regular. If the charge type is Promotional/Overhead, only indirect expense types display in the list, whether or not you select this check box.

SHOW REIMBURSABLE

Select this check box to include reimbursable expense types in the results list.

This option only applies if the project's charge type is Regular. If the charge type is Promotional/Overhead, only indirect expense types display in the list, whether or not you select this check box.

Expense types grid Click on the row for each of the expense types you want to add to select them, and then click Add.

You can sort the grid in ascending or descending order based on values in any of the columns. A next to a column heading indicates the current sort column. To change the direction of that sort, click the column heading. To sort by a different column, click that column heading.

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.
Add and Cancel After you select the expense types you want to add, click Add to close the dialog box and add the expense types to the Resource Assignments grid. Click Cancel to discard your selections and close the dialog box without adding any expense types.