Add Expenses to a Plan

If your Vision Security role allows access, you can add expenses to the current iAccess plan.

Your Vision Security role must have Full, Add/Modify, or Modify Only record access rights to Vision Project Planning.

To add expenses to a project plan, complete the following steps:

1. In the Project Management workspace, select the project for which you want to add expenses.
2. Click the Planning tab.
3. If the Expenses page is not displayed, click the name of the currently displayed page, and click Expenses on the drop-down list.
4. Click Check Out on the Planning toolbar.
5. In the Expenses Planning grid, open the WBS element for which you want to add a planned expense. The WBS rows that are available depend on the project's work breakdown structure and the expense planning level established for the iAccess plan in the Plan Settings dialog box.
6. Click + Add Resource. The Add Expense Types dialog box displays.
7. Use these options to refine the expense types list:

   Option	Description
   Search	To find and select expense types, enter any part of the expense type or account number. To view a full list of all expense types, clear the entry in the search field.
   SHOW DIRECT	Select this check box to include direct expense accounts on the results list. The list of expense types updates accordingly. (This option only applies if the project's charge type is Regular.)
   SHOW REIMBURSABLE	Select this check box to include reimbursable expense accounts on the results list. The list of resources updates accordingly. (This option only applies if the project's charge type is Regular.)

8. Select one or more expense types from the list by clicking or tapping them.

   Note that you can generate a list of expense types, make selections in that list, and then generate another list (using different search characters in the search field, for example), and make additional selections without losing your initial selections. When you click Add, all of those selected expense types are added.

9. After you select the expense types you want to add, click Add to close the dialog box and add them to the Resource Assignments grid.
10. Complete the remaining fields for each new row on the Expenses Planning grid.
11. Click on the Planning toolbar to save the plan. iAccess performs a series of validations on the grid rows. If there are any errors, follow the directions provided.