Display the Add Expense Types Dialog Box

Display this dialog box from the Expenses tab of the Projects form while in Planning mode.

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to enter planned amounts for expense types.
3. Switch the Project/Plan toggle to Plan.
4. Click Check Out on the Actions menu.
5. Click the Expenses tab.
6. Do one of the following:
   • To assign a new expense type to a work breakdown structure (WBS) element, expand the WBS to display that WBS element, click that grid row, and click + next to the element name.
   • To change the expense type or vendor for an existing expense type assignment row, expand the WBS to display that expense type row, hover over or click that row, click at the end of the row, and click Reassign.