Import Expenses from Financial System dialog box

Use the Import Expenses from Financial System dialog box to load expenses from the financial system resource plan for the project into the Project AnalyzerReimb Expenses tab or the Non-Reimb Expenses tab.

Select a Plan to Import

Select a resource plan to import from the drop-down list. Values in the drop-down list come from the financial system.

Clear Existing Expenses

Select this checkbox if you want Project Analyzer to automatically mark any existing expenses on the Reimb Expenses tab or Non-Reimb Expenses tab for deletion. These expenses will be deleted when you save the changes to the tab after the import.

Apply

Click Apply to import the resource plan expenses.

To access this dialog box

Click Import from Financials in the Reimb Expenses section of the ribbon bar Reimb Expenses tab.

Click Import from Financials in the Non-Reimb Expenses section of the ribbon bar Non-Reimb Expenses tab.