Previous	Next		Contents	Index	Navigation	Glossary	Library

Prerequisites

   Define expenditure categories. See: Expenditure Categories.

   Define revenue categories. See: Revenue Categories.

   Define units. See: Units.

   To define expenditure types:

1. Navigate to the Expenditure Types window. Enter a unique name for the expenditure type.

2. Enter the expenditure category and revenue category you want to associate with this expenditure type.

3. Enter the unit of measure you want Oracle Projects to use when calculating the cost for this expenditure type. You must enter Hours for labor expenditure types.

4. If this expenditure type requires a cost rate, check the Rate Required check box, then choose Cost Rate to navigate to the Expenditure Cost Rates window and enter a cost rate and its effective date(s).

If this expenditure type does not require a cost rate, do not check the Rate Required check box.

Note: If you create a non-labor expenditure type without checking the Rate Required check box, you cannot subsequently require and enter a cost rate for that expenditure type. Instead, you must disable the expenditure type and create a new one that requires a cost rate and has a unique name. If you check the Rate Required check box when you create a non-labor expenditure type, you can change the cost rate at any time.

5. Enter a description for the expenditure type. You can optionally enter effective dates for the expenditure type.

6. Enter the expenditure type class you want Oracle Projects to use when determining how to process the expenditure item.

7. Save your work.

See Also

Expenditure Types Definition Listing

Expenditure Type Classes

Defining Cost Rates for Expenditure Types

Fremont Corporation's implementation team defines the following expenditure types.
Fremont defines cost rates for the expenditure types Computer Services, Vehicle, Personal Auto Use, and Field Equipment because these expenditure types use non-labor expenditure type classes and use units other than dollars. For these expenditure types, Fremont enables the Rate Required check box.
Name	Unit	Description	Expenditure Category	Revenue Category	Expenditure Type Class
Administrative	Hours	Administrative labor hours	Labor	Labor	Straight Time
Clerical	Hours	Clerical labor hours	Labor	Labor	Straight Time
Other Labor	Hours	Other labor hours	Labor	Labor	Straight Time
Overtime	Hours	Overtime labor hours	Labor	Labor	Overtime
Professional	Hours	Professional labor hours	Labor	Labor	Straight Time
Air Travel	Dollars	Air travel expenses	Travel	Other	Expense Reports
Automobile Rental	Dollars	Auto rental expenses	Travel	Other	Expense Reports
Entertainment	Dollars	Entertainment expenses	Other Expenses	Other	Expense Reports
Meals	Dollars	Meal expenses	Travel	Other	Expense Reports
Other Expenses	Dollars	Other expenses	Other Expenses	Other	Expense Reports
Personal Auto Use	Miles	Personal auto mileage	Travel	Other	Expense Reports
Computer Services	Hours	Use of corporate computers	In-House Recoverables	Other	Usages
Field Equipment	Hours	Use of company equipment	In-House Recoverables	Other	Usages
Other Asset	Dollars	Use of other company asset	In-House Recoverables	Other	Usages
Vehicle	Days	Use of corporate vehicle	In-House Recoverables	Other	Usages
Construction	Dollars	Outside construction work	Outside Services	Other	Supplier Invoices
Consulting	Dollars	Outside consultants	Outside Services	Other	Supplier Invoices
Other Invoice	Dollars	Other outside work	Other Expenses	Other	Supplier Invoices
Supplies	Dollars	Supplies	Other Expenses	Other	Supplier Invoices
Misc Travel Expenses	Dollars	Misc travel expenses	Travel	Other	Expense Reports
Lodging	Dollars	Lodging expenses	Travel	Other	Expense Reports
Material	Dollars	Materials	Material	Other	Supplier Invoices