Assigning Expenses in more than 1 activity

K
kier legard 👤 Member for 19 years 11 months
Oracle Primavera - PM6
D
David Podmore 👤 Member for 20 years 2 months
· Permalink

Hi Kier,



I use a number of techniques;

One is as Dieter quoted but you can save a great deal of time if the expenses are the same or even just similar. Once one is entered you can Ctrl-C (copy) this element, switch to the next task on expenses tab and Ctrl-V (paste). This will work as many times as you like. Once in you can change the amount or description, vendor etc as you see fit.

One these are in, further mods can be made with the Expenses view where you can assign groups, codes, vendors etc sigularly or en-mass with the use of Ctrl-E to fill-down.

Experiment and see how things go.


D
Dieter Wambach 👤 Member for 19 years 5 months
· Permalink

Kier

One solution would be to use a global change, group "Project expenses", or do it by activity. It’s the same way in P5 and P6 as far as I remember.

Regards

Dieter

R
Riyadh Yahia 👤 Member for 17 years 11 months
· Permalink

Hi Kier,



If You are Using P6 it is easy to do it,

Go to the activity detail then click expenses then add whatever you need...... ok



i hope this will do





THX



Riad

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