Creating Expense UDFs

Create expense user defined fields (UDFs) if the predefined fields do not meet your needs.

To create an expense UDF:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Activities and click Expense UDFs.
  4. On the Expense UDFs page:
    1. Click  Add.
    2. In the User Defined Field, double-click and type a name.
    3. In the Data Type field, choose a type from the list.
    4. Click Save.

Tip

If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Formulas for User Defined Fields

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields

Creating WBS UDFs

Creating Activity UDFs

Creating Step UDFs

Creating Risk UDFs

Creating Issue UDFs

Creating Document UDFs

Creating Assignment UDFs

Creating Resource UDFs

Expense UDFs Page


Last Published Monday, October 13, 2025