Adding an Expense Item

Adding Expense Items to your Projects Budget

Expense items are linked to projects, not tasks, and thus will only show up on the project budget. Anybody with the Permission Level of Collaborator, or above, can add a new expense item. However, expense items must  be approved by at least a Controller before it's added to the project budget.

Use cases could be for a dinner you host with your client, some equipment you needed to rent, or something you purchase on behalf of your client or directly as part of the project.

Conveniently, you can attach files to Expense Items, and you can easily specify the Cost, Price, and Markup of the expense.

After being approved by a Controller, or higher, the expense item will be added to the project budget.

Create an Expense Item

Step 1: Click the Action button on the top right hand side of Forecast, and then select Expense Item

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A popup modal will be prompted. 

 

Step 2: Fill out the needed information in the new window

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Step 3: Click Add

View and Edit My Expense Items

 

Step 1: Navigate to My Profile from the menu at the top right hand side of the site.

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Step 2: Go to My Expenses in the left side menu.

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Step 3: View and Edit any Expense Items you've added.