Add or edit expense lines

Create or edit expense lines to capture the actual 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: it_project_manager

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 aren’t associated with any cost plan, the system automatically creates a cost plan or associates with an existing system-generated cost plan of the same expense type.

Procedure

1. Navigate to Workspaces > Project Workspace and open a project.
2. Select Financials from the left menu.
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.
   Note:

   The expense lines created for sub-projects can be viewed in the Cost screen of the parent project.