Set up Expense Report

Click on the Setup tab. Note that only project creators/project managers have the Setup tab in Expense Report. Search for the project you wish to add a budget. Set the primary approver, as well as the secondary approver (if any). Ticking the check box will activate the two levels of approvals. To remove the current approver/s, click on the “x” beside the name and select a new approver.

To change the currency of the budget, type in the currency code. 

Click on the arrow to expand your view, and type in your budget per task like you would in MS Excel. The budget will be automatically updated within the task cards.

Last updated: March 31, 2016

Feedback and Knowledge Base