The Expenses page on the Planning tab includes charts and grids that provide a summary of the project plan's expense details. You can use Resource Assignments grids, which are embedded in the main Expenses Planning grid, to add or update expense type assignments and their planned amounts.
Note: You can view and plan expenses for a project in
iAccess if the
Enable Expense Tab option is selected in
Vision (). If you are using
Vision Multicompany, the setting is evaluated for each project's company. You must have access to the Expenses tab before you can see the expense information on the Planning tab. This access is set in
Vision on the
iAccess tab of the Roles form ().
Use the options on the Expenses tab of the Plan Settings dialog box to specify the planning level, rates, and multipliers for your plans. This dialog box automatically displays when you create a new
iAccess plan or you convert a
Vision plan to
an iAccess plan.
Related Help Topics
Use these links to display lists of help topics that contain step-by-step instructions and describe the charts, grids, and related dialog boxes for this Planning page.