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Planview Customer Success Center

Cannot transfer expenses

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Symptoms
Trying to assess the transfer expense functionality. Resource has ensured that it has got all the security features needed to perform this activity and all the expenses are already in approved state.

On the Transfer T&E, resource does not get an option to transfer expenses. Resource has access to the billing office, and also to the workgroup of the resource but did not help.
 

 

Reason
Prevent resource from Transferring expense between engagements was enabled under this billing office

Resolution
From the billing office, unchecked “Prevent resource from Transferring expense between engagements was enabled under this billing office" from settings tab.