Expense Details Page of the Activity Form Page

Overview

Use this page to edit the general, unit, and cost details for the selected expense of the current activity.

Screen Elements

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.

Activity field

The name of the activity.

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.

Vendor field

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

Document Number field

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

Cost Account field

The cost account associated with the expense for 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.

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 work to be performed by the resource on the activity.

Calculated as Planned Units minus Actual Units.

Unit of Measure field

The unit of measure used for the project expense.

Planned Cost field

The expected total cost of the expense item.

Calculated as Planned Units multiplied by Price per Unit.

Actual Cost field

The project expense for the activity.

Calculated as Actual Units multiplied by Price/Unit.

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.

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.

Getting Here

Click Dashboards.
On the Dashboards page, select a dashboard tab.
On the dashboard tab, expand any portlet containing activities.
In the portlet, click an activity.
On the Activity Form page, expand the Expenses section and click an expense item.

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