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Planview Customer Success Center

Add and categorize Non-Labor Resources

Non-Labor Resources let you maintain consistency of common project costs across your organization

Tip: Use profiles and validation rules to control who can add NLRs.

Categorization of project costs as Capital Expense (Capex) varies by industry and jurisdiction.

Generally, only internal projects can be capitalized. Consult with your Finance team to verify.

Default Categories

  • Hardware
  • Software
  • External Consultant
  • Materials
  • Travel
  • Other

To add Non-Labor Resources:

  1. From the main navigation menu select Non-Labor Resources. If you don’t see it in the menu, add it to the profile. See Adding Non-Labor Resources to Profiles.
  2. Click Add Non-Labor Recourse.
  3. Enter a Name.
  4. Select the Expense Type.
  5. Select a Category.

The categories of the NLRs are important to help you summarize and aggregate your NLR’s per project for reporting purposes and when adding them to a project. Equally as important, is the calculation of your Labor Costs stemming from Task assignments.

Note: You can edit the categories in the settings.