Planned Expenses Overview

The Planned Expenses screen displays after you click the Planned Expenses bar in the Expense Authorization form.

When do I use the Planned Expenses screen?

Use the Planned Expenses section of the Expense Authorization screen to add, edit, or delete detailed expense and charge allocation information.

The table on the Planned Expense(s) screen displays expenses added to the Expense Authorization. It also displays details about the expense that were established when the expense was added or edited.

When you click Add Expense or Edit Expense on the Planned Expenses screen, the Details and Charge Allocation tabs display, where you enter or modify all information related to the expense. The information you enter or modify on these tabs populates the grid on the Planned Expense(s) screen.

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