Expenses Detail Window of the Activities Page

Overview

Use this detail window to add, revise, or delete activity expenses.

Screen Elements

Add

Adds a new item to the Expenses list.

Customize View

Opens the Customize View dialog box.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Expenses detail window columns

Only the default fields that appear as columns in the Expenses detail window are described below.

Expense Item field

The name for the expense that is unique for the activity.

The same name can be used for expenses associated with other activities.

Expense Category field

The classification code or name for the expense category.

Expense categories are useful for organizing and tracking various expense types within an organization.

Planned Units field

The planned number of units for the selected expense.

Actual Units field

The actual units of the expense item used to complete the activity.

Remaining Units field

The remaining units of the expense item used to complete the activity.

CBS field

The Primavera Unifier Cost Breakdown Sheet to which you want to link an activity, assignment or expense.

Accrual Type list

The accrual type for the project expense.

Start of Activity: Indicates the entire expense costs are accrued at the start date of the activity.

End of Activity: Indicates entire expense costs are accrued at the finish date of the activity.

Uniform Over Activity: Indicates the expense costs are accrued uniformly over the duration of the activity.

Actual Cost field

The project expense for the activity.

Calculated as Actual Units multiplied by Price/Unit.

At Completion Units field

The sum of the actual units and remaining units for the expense on the activity.

Auto Compute Actuals option

Determines whether to calculate the expense actual and remaining units based on the budgeted or planned cost and the activity's percent complete.

Cost Account field

The cost account associated with the project, resource, or expense for an activity.

Document Number field

The number of the invoice, purchase order, requisition, or other document related to the expense item.

Planned Cost field

The expected total cost of the expense item.

Calculated as Planned Units multiplied by Price per Unit.

Price/Unit field

The planned price per unit for the activity expense.

This number is multiplied by the planned number of units to compute the planned cost.

Remaining Cost field

The remaining total cost for the activity, including labor resources, nonlabor resources, and project expenses.

Before actual expenses are made, the remaining cost should be the same as the planned cost.

While the activity is in progress, the remaining cost should be updated to reflect the estimated remaining cost required for the expense. After the expense is completed, the remaining cost should be zero.

Calculated as Remaining Labor Costs plus Remaining Nonlabor Costs plus Remaining Expense Costs.

Unit of Measure field

The unit of measure used for the project expense.

Vendor field

The name of the vendor providing the product or service associated with the expense.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
Select an activity and click the Expenses detail window.

Related Topics