Siebel Professional Services Automation Guide > Expense Reporting >

Viewing an Expense Report Summary and Expense Summary Chart

The Expense Report Summary view provides an overall perspective of expenses incurred on a particular project. The Expense Summary Chart shows a graphical representation of the cumulative expenses for a selected project. The following procedure explains how to display the summary and the chart.

NOTE:  The Expense Summary Chart does not reflect any adjusted values.

To view the Expense Report Summary and Expense Summary Chart

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which expense report information is associated.
  4. Click the Time and Expense view tab.
  5. In the Time and Expense list, from the Show drop-down list, select Expense Summary.
  6. The information displayed in the Expense Summary list shows you the reported expenses per expense report.

  7. Scroll down to view the Expense Summary chart.
  8. By default, the chart shows the amount of expenses per employee per month, displayed as a bar graph with color-coding.

    If you want, you can modify the way the data is represented by using the drop-down lists to change the information. You can also move your cursor over the different bars to get additional information on expenses logged by a particular employee.

  9. To view additional information, click the Expense Report Name hyperlink in the Expense Summary list.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003