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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:

  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to assign expense types.
  3. On the Actions bar, click Check Out.
  4. Click the Expenses tab.
  5. 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 active and inactive WBS elements as determined by the expense planning level selected on the Plan Settings dialog box. For example, if Lowest Level is selected, you can only assign expense types and vendors to WBS elements at the lowest level of the WBS.

  6. Hover over the row of the WBS element to which you want to add the assignment, and click next to the WBS element name.
    If displays in this field where normally does, the plan element is dormant. You cannot add new assignments for a dormant element or any elements under it in the plan. The Status column in the grid shows the status for the currently selected WBS row (project, phase, or task): (Active), (Inactive), or (Dormant).

    As an alternative to clicking , you can click at the end of the row and click Add Expenses.

  7. In Expense Type on the Add Expense Type and Vendor dialog box, select one or more expense types that you want to assign.
  8. If you want the planned amount you enter for each expense type to be associated with a specific vendor, select that vendor in Vendor Name.
  9. 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.