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Planview Customer Success Center

About Expenses

There are two types of expenses: Project and Administrative.

The default expense approval workflow is a two-level approval. The first level of approval is by the Project Manager, and the second level of approval is by the resource's Final Expense Approver.

Your organization may elect to implement single-level approvals, which bypasses all Project Manager approvals. All submitted expenses go directly to each resource's Final Expense Approver. 

Note: Approval level is controlled by the timesheet approval setting. In other words, if you want 2-level expense approvals, your PPM Pro administrator needs to enable "Include Project Manages in approval process" setting on Admin/Timesheet Settings.

Who Can Enter Expenses

  • Administrative expenses (non-billable) - All users

  • Project expenses - All users who are on the team of a project that meets the following criteria can log expenses to that project:

  • Project must have an implied status not equal to closed

  • Summary Task must have an implied status not equal to closed

  • Task must have an implied status not equal to closed

  • Task must have a Material Expense estimate

  • Task must be active

  • Task complete date, if present, must be greater than (later) or equal to today

  • User must be scheduled to the task

Who Can Perform Other Expense Actions

Expense Entry Functions

Who Can Perform Function

View User’s Own Expenses

- All Users

View All Resources’ Expenses

- Resource Group Member

View Supervised Resources’ Expenses

- Resource Supervisor

Expense Batch Functions

Who Can Perform Function

View All Resources' Expense Batches

- Expense Manager Group Member

Edit* All Resources' Expense Batches

- Expense Manager Group Member

Delete All Resources' Expense Batches

- Expense Manager Group Member

*Edit existing expenses and add new expenses to existing Expense Batches