Submitting Expenses

When managing projects, expenses are expected. Expense items are linked to projects, not tasks, and are included in a project's budget. It is possible to specify the project, cost, quantity, unit price and markup when submitting an expense. Expenses may be billable, where the expense contributes to both cost and revenue of the project, or non-billable, with the expense contributing to project costs only.

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• Submitting your expense items
• Related articles

Submitting your expense items

There are multiple ways to submit expenses in Forecast, depending on the permission profile of the user. Admins, Controllers, Managers and users with custom permission to view financials may submit new expense items using any of the following options, while Collaborators and Coordinators may submit new expense items using Create or My Expenses.

Once submitted, expense items will appear in a project's Financials > Expenses, the company's Finance > Expenses and My Expenses for the person it is assigned to. 

New Expense items from Create

Create > Expense Item is accessible to all permission profile users.

To add an expense item from Create

1. Click Create in the top bar.
2. Select Expense Item from the dropdown. 
3. In New Expense Item, enter the expense details. 
4. Click Add. 

New Expense items from My Expenses

My Expenses is accessible to all users and provides an overview of all expenses created by or assigned to the individual user. Expenses submitted on behalf of another user will appear in My Expenses for the assigned user, not the user who created the expense item. 

To add an expense item from My Expenses

1. Click My Work in the top bar. 
2. Select My Expenses in the dropdown.
3. On My Expenses, click New Expense Item. 
4. In New Expense Item, enter the expense details.
5. Click Add. 

New Expense item from Project Financials

In addition to Create and My Expenses, Admins, Controllers, Managers and users with custom permission to view financials can add new expense items directly within a project's budget. 

To add an expense item from a project's Financials

1. From within a project, click Financials in the left side panel. 
2. Select Expenses.
3. On the Financials - Expenses page, click New Expense.
4. In New Expense Item, enter the expense details. 
5. Click Add. 

Related articles

• Overview of Expenses
• Understanding Expense Items
• Using Finance > Expenses