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Siebel Professional Services Automation Guide > Expense Reporting >

Moving an Expense Item to Another Project

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The following procedure explains how to move an expense line item from one project to another, such as from a nonbillable project to a billable project. This is useful in any situation in which presales expenses become billable after the sale is made, as well as in any situation in which an expense item was incorrectly associated with the wrong project.

To move an expense item from one project to another

Navigate to the Projects screen.
From the Show drop-down list, select the appropriate view.
In the Projects list, select the project that is currently associated with the expense item.
Click the Time and Expense view tab.
In the Time and Expense list, from the Show drop-down list, select Expense Adjustments.
Determine whether the Projects field is currently displayed in the Time and Expense list; if not, use the Columns Displayed command to add it.
In the Time and Expense list, select the item that needs to be moved.
In the Projects field, click the select button to display the Pick Project dialog box.
In the Pick Project dialog box, select the project that the expense should be associated with, and then click OK.

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