Reassign an Expense Type Assignment in a Project Plan

If you assign an expense type to a work breakdown structure (WBS) element in a project plan and later want to change the assignment to another expense type, you can do so from the Expenses tab of the Projects form. You can also change the vendor for an expense type assignment.

To reassign an expense type assignment to another expense type or vendor:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to make the reassignment.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions bar, click Other Actions > Check Out.
5. Click the Expenses tab.
6. Expand the WBS to display the expense type assignment row that you want to reassign.
7. Hover over or click that row and click at the end of the row.
8. Click Reassign.

   Result: The Reassign Expense Type and Vendor dialog box displays.

9. To reassign to a different expense type, select that expense type in Expense Type.
10. To reassign to a different vendor, select that vendor in Vendor Name.
11. Click Reassign.
    DPS 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.)