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Planview Customer Success Center

Administrative Expenses

Note: This topic describes task-level expenses, which are being deprecated. Please see About Financial Entries for information about using project-level expenses.

After choosing Menu > New (for Admin expenses) from Home/Expenses, you will see a dialog like the one below. Fill out the appropriate fields and click Save. 



Date Incurred

Select the Date the Expense was incurred

Date Covered From
Date Covered To

Select the Dates Covered (From and To).  Example: a hotel Expense from 3/1 to 3/5.


Enter the amount of the Expense.

Paid To

Enter the name of the person or business that the Expense was paid to.

Amount Paid

Select the type of Expense from the drop down list.  If the Material Expense Type does not appear in the drop down list, see the Project Owner or Sys­tem Administrator.


Select the type of Expense from the drop-down list. If the Expense Type does not appear in the drop-down list, see the Account Owner or System Administrator.

Payment Method

Select the payment method from the drop down list


Enter the Description of the Expense. This field allows you to give a brief description of the Expense.


Enter the names of the participants if it applies to the type of Expense.


Enter the name of the city where the Expense was incurred.


Enter any additional comments.