Use the Project Expenses window to add, edit, and delete expense items for activities in the open project.
To display the Project Expenses window, do one of the following:
- Click
on the Project toolbar. - On the Project menu, choose Expenses.
When working in the Project Expenses window, you can:
- Use the Edit menu on the Menu bar, the Edit toolbar, or shortcut (right-click) menu to add, delete, cut, copy, and paste expenses.
- Use the Display Options bar, the View menu on the Menu bar, or the Layout toolbar to customize the expense table. You can customize the columns that display in the expense table, and you can group and sort expenses.
- Use Project Expense Details or the expense table to define general and detailed information for each expense. To show or hide Expense Details, click
on the Bottom Layout toolbar, or choose View, Show on Bottom, Details.
Tips
- You can also add expenses for activities on the Activity Details > Expenses tab. Expenses you add on the Activity Details > Expenses tab are included in the list of expenses in the Project Expenses window.
- After opening the Project Expenses window, the window remains open until you close all open projects or you close the window; if you open or navigate to another window without closing the Project Expenses window, click the Project Expenses tab to return to the window at any time.
Related Concepts
- Expenses
- Activities
Related Tasks
You can perform all of the following tasks in the Project Expenses window:
- Add expenses
- Assign an expense category
- Change an expense's activity assignment
- Copy and paste expenses
- Cut and paste expenses
- Delete expenses
- Enter cost information for expenses
- Specify an accrual type for an expense