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 and vendors to WBS elements in a project plan:
- In the Navigation pane, go to the Hubs section and click Projects.
- Select the project for which you want to assign expense types.
- Switch the Project/Plan toggle to Plan.
- On the Actions bar, click .
- Click the Expenses tab.
- Expand the WBS to display the WBS element to which you want to assign expense types and vendors. You can assign expense types and vendors to levels within the WBS elements as determined by the plan level selected in . For example, if you select Lowest Level on the Expense Planning Level drop-down list, you can only assign expense types and vendors to WBS elements at the lowest level of the WBS.
- Hover over the row of the WBS element to which you want to add the assignment, and click + next to the WBS element name.
- In Expense Type on the Add Expense Type and Vendor dialog box, select one or more expense type(s) that you want to assign.
-
If you want the planned amount you enter for each expense type to be associated with a specific
vendor, click
in
Vendor Name to display the
Vendor Name Lookup.
- Click on the vendor row you want to associate with the expense type, and click Select.
- To associate a specific vendor with other expense types, repeat steps 9 -10.
-
When you have selected all the expense types and their associated
vendors that you want to assign to the WBS element, click
Save.
The expense types and associated vendors are added to the plan, and rows are added to the grid for them so you can enter planned amounts.