How do I record project expenditure?

Recording expenditure

Project expenditure is recorded as spend entries on the Financials page. Each spend entry has a category:

• Resources — CAPEX — capital expenditure on contracted resources, third-party resources, external consultancy or other CAPEX resources.
• Resources — OPEX — operational expenditure on seconded BAU resources.
• Suppliers — supplier expenditure with a free-text supplier name.

Adding a spend entry

1. Open a project → Financials.
2. Select Add Spend Entry.
3. Choose the category (CAPEX, OPEX or Suppliers).
4. For resource entries, select the resource type.
5. For supplier entries, enter the supplier name.
6. Enter the amount, description and date.
7. For resource entries, set the week commencing (the Monday starting the reporting week).
8. Save.

Spend entries are recorded against the project's currency. Amounts must be non-negative.