Enter Labor and Expense History

You can enter information about labor and expenses that your projects incurred before the installation cutoff date.

If you do not enter labor and expense history, you will not have project report detail, unbilled transactions for bill processing, Time Analysis report data, and job-to-date overhead. You may also be unprepared for revenue generation.

To enter labor and expense history:

  1. In the Navigation pane, select Utilities > History Loading > Labor and Expense.
  2. On toolbar of the Labor and Expense history form, select the company.
  3. Also on the toolbar, select a period-ending date for the data to be included.
  4. Select the project for which you want to enter history.
  5. To enter history for a work breakdown structure (WBS) element below the project level, click and select the WBS element on the Project Structure dialog box.
  6. Complete the fields on this form.
  7. Repeat steps 2 through 6 to enter history for other periods, projects, and lower-level WBS elements
  8. Click Save.