Add Project Expense Account

Overview

The project manager needs to authorize expense types to be used by the project member's when using Time and Expense.

What materials do I need?

• Internet access
• TDWorkManagement license
• Project app access
• Project Manager, or Alternate Project Manager role

How do I use this technology?

To set the expenses budget on a project do the following.

1. Login to ESM TDWorkManagement.
2. Click View Applications.
3. Click Projects.
4. Open the appropriate Project.
5. The Project will open in a new application tab.
6. In the left sub navigation menu, click Expenses.
7. Click + Add.
8. In the Add Expense Accounts dialog, select one, or more, of the accounts which should be available for use with the project.
   Warning

   If unsure of which account(s) to select please contact your IT Service Desk for assistance. Do not randomly select an account(s) as most accounts are associated with a specific fund/org.
9. Click Save.

Next Steps

Now that the project's expenses budget and expense account(s) are set, expense forecasts, and expenses can now be added to the project.

• Add Project Expense Forecast
• Add Project Expense

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.