Enter an Expense Type in a Plan Resource Row

When you add a resource to a plan on the Expenses page, you select one or more expense types in the Add Expense Types dialog box. If you later need to change the expense type for a resource row, you can select it in the Expense Type Lookup dialog box.

The expense types that are available in the Expense Type Lookup depends on the project's charge type, Regular or Promotional/Overhead, and the associated expense type and account number that are assigned in Vision.

To select an expense type for a plan resource row, complete the following steps:

1. In the EXPENSE TYPE column, do either of the following:
   • Enter one or more characters from the expense type name or account number to display a drop-down list of expense types that contain those characters. Select the expense type you want from that list.
   • Click to display a list of all available expense types in the Expense Type Lookup dialog box, and continue with step 2.
2. If the expense type you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the expense type is visible.
   • In the search field above the grid, enter one or more characters from the expense type name or account number to display only expense types that contain those characters.
   • Click the column label for the EXPENSE TYPE column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for either of the other columns to sort based on that column.
3. When you locate the expense type that you want, click it to select it.
4. Click Select to enter the expense type in the resource row.