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Creating New Expense Sheets

Creating New Expense Sheets

This page describes creating new Expense Sheets and includes the following sections:

Creating New Expense Sheets from the Expense Sheet Module

  1. On the Navigation Panel , click 202030037_nav_expense_shts.jpg

    The Expense Sheets module opens.
  2. On the ribbon, click 202030047_add_exps_sheet.jpg

    A new line is added to the Expense Sheet grid and an Add New Expense Sheet pop-up window or in-line editor opens.
    Note: AdaptiveWork in-line editors are equipped with 202030057_more-5-.png and 202030067_less.jpg ​ 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.

    202030077_new_expns_sht-1-.jpg

Figure 1: Add New Expense Sheet Form

  1. Edit the Expense Sheet field as necessary.
  2. Click 202073158_small_save.jpg
  • OR
  • Click 202030087_small_save_a_new.jpg to save the Expense Sheet and create another new Expense Sheet.

    OR
  1. Click 202073168_expand_more.jpg

    The Add New Expense Sheet form expands.

    202073178_expanded_new_expns_sht-2-.jpg

Figure 2: Expanded Add New Expense Sheet Form

  1. Click 202073188_date_picker_btn.jpg i n the Date field and define the date on the calendar.
  2. Click 202030097_open_multi_find.jpg in the Default Project field to select a project.
  3. Click 202073198_open_multi_find.jpg in the Owner field to assign a user.
  4. Click 202073208_open_multi_find.jpg in the Approver field to assign a user.
  5. Click 202073218_plus-1-.jpg in the Expenses field to add an additional expense.
  1. Click 202073228_small_save.jpg

    OR
  • Click 202030107_small_save_a_new.jpg to save the Expense Sheet and create another new Expense Sheet.

Creating New Expense Sheets from the Relations Panel

  1. Select a project.
  2. On the Relations Panel , click 202073248_add_reltd_link.jpg
  3. Click 202030117_related_expense_shts.jpg

    The Add Related Expense Sheets multi-find window opens.
Tip: An existing Expense Sheet can be selected from the Add Related Expense Sheets multi-find window .
  1. On the Add Related Expense Sheets multi-find window, click 202073258_add-1-.jpg
    An Add New Expense Sheet form opens.
  2. Edit the Expense Sheet field as necessary .
  3. Follow steps 5 through 10 of the above procedure.

Creating New Expense Sheets from a Grid Column

  1. Ensure the column for Expense Sheets appears in the grid.
  • Add the column if necessary.
  1. Select a project.
  2. Double-click the Expense Sheet Item in the column.
  3. Click 202030127_open_multi_find.jpg located right of the Title field.

    The Add Related Expense Sheet multi-find window opens.

Tip: An existing Expense Sheet can be selected from the Add Related Expense Sheets multi-find window .
  1. On the Add Related Expense Sheets multi-find window, click 202073268_add-1-.jpg

    The Add New Expense Sheet form opens.
  2. Edit the Expense Sheet field as necessary .
  3. Follow steps 5 through 10 of the first procedure.