Add or edit expense lines

Create or edit expense lines to capture the actuals costs. You can associate the expense lines with a cost plan or create standalone expense lines to record unplanned expenses.

Before you begin

Role required: sn_align_ws.spw_financial_user

About this task

An expense line is part of the project cost plans that can be associated with a specific source. You can create multiple expense lines for a cost plan. Only the expense lines that are in the processed state are considered for roll ups on the work item.

For unplanned expense lines which are not associated to any cost plan, system automatically creates an cost plan or associates to an existing system generated cost plan of the same expense type.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace and open a planning item.
2. Select the Financials tab.
3. Add an expense line using one of the following options.

   Choice	Description
   Select a cost plan	Select the actuals value from a cost plan. In the Expense lines side panel, select New.
   Select options	Select the options from a cell. Select Add expense lines.
   Select new expense line option	Select New expense line using the More actions option. Note: Use this option to record and calculate any unplanned expenses.

4. On the Create expense line form, fill the fields.
   For a description of the field names, see Create expense line form.
5. Select Save.