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Please see Quick Topic - Basic Expense Planning in the Grid

Either: 

  • Within the project, navigate to Expense Budgets > Budget with Grid (instead of Expense Budgets > Budget with Grid).
  • You can also budget expenses on multiple projects using the Forecast > Expense Budgeter grid.  

Criteria are essentially the same although the word "Plan" is replaced by "Budget."

In the Periodic Reports, Expense Budgets will show up along with People Assignments when "Budgets" instead of "Plans" are chosen for Schedule Type.

Additional Information

Help Docs - Expense Budgeter

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