Adding New Expenses

This page describes adding new expenses to an Expense Sheet and includes the following sections:

Adding New Expenses to a Project via The Ribbon
Adding New Expenses to a Work Item via the Relations Panel
Adding New Expenses to a Work Item via the Grid

Adding New Expenses to a Project via the Ribbon

Select the project.
On the ribbon, click and then

The Add Expenses multi-find window opens.

Tip: An existing Expense Sheet can be selected from the Add Expenses multi-find window .

Click

The Add New New Expense pop-up window or in-line editor opens.

Note: Clarizen in-line editors are equipped with

and

options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.

Figure 1: Add New Expense Form

Enter a description.
To change the Expense Sheet parent (if relevant), click and select the new parent from the Select Expense
Sheet multi-find window.
Enter the expense category.

Click and scroll to select a category.

Edit the work item as necessary.

Click to select another work item.

Enter the local amount value and click to select a currency.
Enter the exchange rate.

Note: If necessary, set an exchange rate and amount with the corresponding currency.

Click the controls to define Billable and Reimburse settings.

Notes:
Billable is set to ‘On’ b y default meaning the resource Cost and Revenue rates assigned are factored into Expected Costs .
The Reimburse control sets whether or not any incurred costs are reimbursed.

Click

New expenses are added to the Expense Sheet.

Adding New Expenses to a Work Item via the Relations Panel

Note: When adding an expense to a milestone or to a task , Clarizen automatically generates an associated Expense Sheet if one does not exist.

Click located in the upper-left of a grid .

The grid expands.
Select the work item to which a new expense is to be added.
On the Relations Panel , click
Click

The Add Expenses multi-find window opens.

Tip: An existing Expense Sheet can be selected from the Add Expenses multi-find window.

Follow Steps 3 through 11 of the above procedure.

Adding New Expenses to a Work Item via the Grid

Click located in the upper-left of a grid .

The grid expands.
Hover the mouse pointer over the work item in the grid to reveal the Quick Peek icon.

Figure 2: View Data

Click

The Data Preview window opens.

Figure 3: Item Short Path Pop-up Window

Click the shown in Figure 2 above.

The Add Related pane opens.
Click

The Add Expenses multi-find window opens.