Assign and Budget Expenses

Use the Expenses tab to assign expenses at the lowest level of the plan's work breakdown structure.

To budget expenses in your plan, select the Available in project planning option for Expense Accounts and Expense Categories in Billing Rate Tables in Vision Billing.

To assign and budget expenses, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning.
2. Open a plan record and click the Expenses tab.
3. On the Expenses Planning grid, select the item for which you are budgeting expenses.
4. Click Insert. Vision opens a new row on the grid.
5. Click Search.
6. On the Account lookup, select the expense account.

   You must select a reimbursable account to enter Planned Bill amounts for the line item.

7. In the Vendor field on the Expense planning grid, select a vendor.
8. In the Planned Cost or Planned Bill fields on the Accordion Calendar grid, enter the estimated expense amount for the element.

   The planned costs for WBS elements with "children" are read-only because those values are summarized from the lower-level elements.

9. Repeat steps as necessary to budget all expenses for the plan. You can copy and paste existing rows.
10. Click Save.