Assign Expense Types in Project Planning

If you have enabled planning for expenses, you can assign expense types to work breakdown structure (WBS) elements in a project plan and enter planned amounts for them.

In addition to expense types that you assign using the procedure below, expense types with no planned amounts but with JTD amounts charged to a WBS element are assigned automatically and display in the grid as well.

To assign expense types to WBS elements in a project plan:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to assign expense types.
3. Switch the Project/Plan toggle to Plan.
4. Click Check Out on the Actions menu.
5. Click the Expenses tab.
6. Expand the WBS to display the WBS element to which you want to assign expense types.

   You can only assign expense types to WBS elements at the lowest level of the WBS.

   If the WBS element does not yet exist, click next to the project name and add the element to the WBS.

7. Click in the row for the WBS element to which you want add the assignment, and click + next to the WBS element name.
8. In Expense Type in the Add Expense Types dialog box, select the first expense type that you want to assign.
9. If you want the planned amount you enter for the expense type to be associated also with a specific vendor, select the vendor in Vendor Name.
10. To select another expense type that you want to assign to the same WBS element, click + Add Expense Type to display a new grid row, and repeat steps 8 - 9.
11. When you have selected all expense types that you want to assign to the WBS element, click Save.

    Result: The expense types are added to the plan, and rows are added to the grid for them so you can enter planned amounts.