- See Expenses related to a specific project or work item in the Finance tab on the right side Info panel
- Select specific expense and use Go to Expense Sheet to navigate to the corresponding Expenses Page
- You can create new Expense Sheet directly from the Finance panel of the work item. Created Expense sheet will be automatically linked to the work item.
- Double click on the work item’s icon to open the Property Card
- Open Finance tab to review financial data of the work item
- Actual Expenses field shows sum of the Approved expenses of the work item and its sub-items.
- Projected Expenses field shows sum of the NOT YET Approved expenses of the work item and its sub-items
- Actual Billed Expenses field shows sum of the billable Approved expenses of the work item and its sub-items
- Projected Billed Expenses field shows sum of the NOT YET Approved billable expenses of the work item and its sub-items
