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Expenses recording and approval in Project Online RRS feed

  • Question

  • Hi

    Is there an expenses recording/approval module in Project Online? 

    Thanks

    Paul


    PMO Getech

    Thursday, September 14, 2017 2:16 PM

Answers

  • PaulEast77 --

    No, there is not a formal module that allows for the submission of expenses and then their approval.  In place of this, you could use Expense Cost resources.  The PM would assign Expense Cost resources to tasks where he/she wants to track additional non-labor expenses, and then enter the anticipated Cost in the Cost field.  When the actual expenditure is made, the PM could enter that value in the Actual Cost field for the Expense Cost resource assigned to the task.  Hope this helps.


    Dale A. Howard [MVP]

    Thursday, September 14, 2017 3:07 PM
    Moderator

All replies

  • PaulEast77 --

    No, there is not a formal module that allows for the submission of expenses and then their approval.  In place of this, you could use Expense Cost resources.  The PM would assign Expense Cost resources to tasks where he/she wants to track additional non-labor expenses, and then enter the anticipated Cost in the Cost field.  When the actual expenditure is made, the PM could enter that value in the Actual Cost field for the Expense Cost resource assigned to the task.  Hope this helps.


    Dale A. Howard [MVP]

    Thursday, September 14, 2017 3:07 PM
    Moderator
  • Thanks Dale, that is useful for recording but I'd like to be able to allow resources to add their expenses to the project along with a copy of the receipt and so on then have that approved.

    It sounds as though this isn't possible in the core software, perhaps there is an add-in? Or App?

    Any suggestions gratefully received!

    Thanks

    Paul


    PMO Getech

    Monday, September 18, 2017 2:57 PM