Admins, Controllers, Managers and users with custom permission to financials can view, update, edit or otherwise manage expense items from within a project's Financials or the company's Expenses page. Project Financials will include expense items for the specific project only, while Expenses includes all expense items for all projects.
This article covers:
- Permissions: Who can access Expenses?
- Accessing Expenses
- Understanding Expense Items
- Expense items by project budget type
- Related articles
Permissions: Who can access Expenses?
In order to view and manage project expenses, permission profiles must be enabled for access to financials. Expenses are accessible to Admins, Controllers and Managers. Admins have access to all expenses for all projects while Controllers and Managers have access to expenses in projects they are assigned to.
With custom permissions, profiles must have one of the following permissions enabled:
- View financial information
- View financial information, revenue only
Non-Admin custom permission profiles will also see only expenses from projects they are assigned to unless the permission Access all projects and programs is also enabled on the profile.
For more information on permission profiles, see Permissions: How they work.
Accessing Expenses
Project expenses are accessible from Finance > Expenses or within individual project Financials > Expenses. Finance > Expenses includes all expenses regardless of project. Project Financials > Expenses includes expenses specific to the project.
To view and manage expenses from Expenses
- Click Finance in the top bar.
- Select Expenses from the dropdown.
- Within Expenses, review all expenses for all projects or use the page features to customize the Expense List.
To view and manage expenses from project Financials
- From within a project, click Financials in the left side panel.
- Select Expenses.
- Use Financials - Expenses to review the project's expense items.
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