Contents of the Add Expense Types Dialog Box

Use the fields and options on the dialog box to add one or more expense type assignments to a project plan or to change the expense type for an existing assignment.

For a given work breakdown structure (WBS) element in a plan, you cannot add multiple assignments for the same expense type - vendor pair or multiple assignments for a single expense type without an associated vendor.

Contents

Field	Description
Expense Type	Select the expense type in this field. You can search by account number or by expense type. Only active expense types with accounts available to the project's company can be selected. In addition, the available expense types depend on the project charge type. For regular projects, you can select direct and reimbursable expense types. For overhead and proposal projects, you can only select indirect expense types. For a given work breakdown structure (WBS) element in a plan, you cannot have multiple assignments for the same expense type - vendor pair or multiple assignments for the same expense type without an associated vendor.
Account	This field displays the account number associated with the expense type you select.
Vendor Name	If you also want to associate the planned amount for the expense type with a specific vendor, select the vendor in this field. Only firms designated as a vendor in the Firms hub are available for selection.
Vendor Number	This field displays the firm number for the vendor you select. If you upgraded to Deltek from Vision, a vendor could have both a vendor number and a firm number. In that case, this field displays the vendor number.
+ Add Expense Type	To select another expense type that you want to add for the same WBS element, click + Add Expense Type to display a new grid row. This option only displays when you add a new assignment. It is not available when you reassign an existing assignment.
Reassign	This button displays when you use the dialog box to change the expense type or vendor for a previously saved assignment. Click this button to replace the existing expense type assignment with the assignment that you specified in this dialog box. Deltek does the following: Reassigns the planned amount to the expense type and vendor that you selected. Deletes the original assignment. (The original assignment is not deleted if an actual job-to-date (JTD) amount exists for that assignment, or if that assignment was saved as part of the plan baseline. In those cases, the planned amount is reassigned, but the original assignment remains in the plan with no planned amount.)