Expenses

The Expenses section on the Engagement page displays if configured and is typically used to ensure that expenses can be included in the economic forecast of the engagement. Expenses should be added individually.

To add an expense:

1. Click Edit at the top right to ensure the engagement is in edit mode.

2. Select what type of expense you would like to add and click Add.  The types of expenses listed are configurable and may just use a general term for all expenses or contain a list of specific expenses.

   

3. A new line item will appear where you must add a Cost, Completes On date and optionally a Comment that provides useful information about the expense.