These help topics provide step-by-step instructions for adding expenses to a plan, copying an expense, or deleting an expense from a plan.
Related topics:
Add Expenses to a Plan
If your
Vision Security role allows access, you can add expenses to the current
iAccess plan.
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.
Delete Expenses from a Plan
You can delete an expense type from the Expenses Resource Assignments grid if the resource record does not have any job-to-date (JTD) amount and is not included in the baseline.
