Copy an Expense on a Plan

For quick data entry, you can copy an existing expense type row. This creates a new row with the same account and vendor information. You can then modify that row as needed and save it.

To copy expense rows, your Vision security role must have Full, Add/Modify, or Modify Only access rights for Project Planning. The icon that you use to copy a row does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To copy an expense type row to create a new row, complete the following steps:

1. In the Project Management workspace, select the project for which you want to copy an expense type row.
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 copy an expense type row.
6. On the Resource Assignments grid, click the expense type row that you want to copy, and click at the end of the row.
7. Select Copy. A copy of the expense row is inserted into the Resource Assignments grid.
8. Modify the new row as needed, and click on the Planning toolbar to save the plan.