Add Project Expense Forecast

Summary

Learn how to add an expense forecast to a project.

Body

Overview

A project expense forecast is a prediction of future project costs, updated regularly during the project, that helps project managers anticipate potential budget overruns and make informed decisions about risk management, and strategic planning.

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.

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.

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.

Details

Details

Article ID: 2517
Created
Wed 8/20/25 12:51 PM
Modified
Wed 8/20/25 3:15 PM