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 > Strategic Planning Workspace and select portfolio plan.
2. Select a planning item from the Planning module.
3. Select the Financials tab.
4. Use one of the following options to add an expense line.

   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.

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

   The expense lines created for sub projects can be viewed in the Cost screen of the parent project.
7. To edit a cost plan from the finanicals record page, select the actuals value from the cost plan to ex[open the Expense line side panel.
8. Select the expense you want to edit.
9. Update the expense values as needed and select Save.