Creating Cost Accounts

Create cost accounts to track activity cost and earned value throughout the project life cycle. You can associate predefined cost accounts with expenses to categorize them.

To create cost accounts:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Activities and click Cost Accounts.
  4. On the Cost Accounts page:
    1. Select a cost account and click Row Actions then select Add or Add Child.
    2. In the ID field, double-click and type a unique ID.
    3. In the Name field, double-click and type a name.
    4. In the Description field, double-click and type a brief narrative about the cost account.
    5. Move the cost account to the correct location in the list by clicking Row Actions and selecting Move Up, Move Down, Move Left, or Move Right.
    6. Click Save.

Related Topics

About Cost Accounts

Cost Accounts Page


Last Published Wednesday, July 10, 2024