From Planning & Scheduling Using Primavera Version 5.0 for Engineering & Construction: Planning and Progressing a Single Project Schedule With and Without Resources In An Established Project Environment
18.7 Expenses
Expenses are intended to be used for one off non-resource type costs and could include:
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Purchase of office equipment to set up a project office,
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Travel costs,
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Payment for a consultant's report,
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Insurance costs, and
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Training courses.
Expenses may be created using the:
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Expenses Workspace and assigned to an activity, or
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Created in the Expenses tab of an activity.
18.7.1 Expenses Workspace
The Expenses Workspace is opened by:
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Clicking in the
button on the Directory bar, or -
Selecting Project, Expenses.
Creating a new Expense is similar to creating a new activity:
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Select Edit, Add, or
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Strike the Ins key.
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The Select Activity form will then be displayed and the activity the expense is to be associated with is selected.
Enter the following Information in the tabs in the bottom window:
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General Tab
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Expense Item A free form field to enter the description of the Expense.
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Vendor A free form field to enter the vendor or supplier name.
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Expense Category Select the Expense Category, these are created in the Admin Categories form.
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Cost Account Select a Cost Account should you wish to see or report the costs against a Cost Account. Costs accounts are created in a similar method to other hierarchical structures in Primavera Version 5.0, such as the WBS, by selecting Enterprise, Cost Accounts .
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Document Number A free form field to...
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Products & Services
Topics of Interest
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18.7 Expenses Expenses are intended to be used for one off non-resource typecosts and could include: Purchase of office equipment to set up a project office, Travel costs, Payment...
18.6 Expenses Expenses are intended to be used for one off non-resource type costs and could include: Purchase of office equipment to set up a project office, Travel costs, Payment...
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