Ribbon Bar: Non-Reimb Expenses Tab

The Non-Reimb Expenses tab of the ribbon bar is only available when the main Non-Reimb Expenses tab is active in Project Analyzer. It provides the user with additional tools for managing project fees for expenses.

Some options available on the Non-Reimb Expenses tab vary depending on whether Active Projects or Active Opportunities are selected in the project list. If an option is only available for Active Projects or Active Opportunities, it is noted below.

Additional effort types (i.e., Active Marketing and Active Overhead) share the same options as Active Projects.

Non-Reimb Expenses

Import from Financials (only available when Active Projects is selected in the project list)

Opens the Import Expenses from Financial System dialog box, which allows users to load expenses from the financial system resource plan for the project, if it exists. The dialog box also allows for the deletion of existing expense data during import.

Show Expanded Detail

Opens the Show Expanded Detail - Non-Reimbursable Expense Detail dialog box. It displays detailed accounting records for non-reimbursable expenses on the project. The information comes from the financial system and is read-only.

Budget Status

Indicates the current budget status (Open, Approved, Ready for Approval). The status is helpful for reporting purposes and to control if further edits can be made to the budget.

Budget Status is grayed out when working with an active opportunity.

Common

For information regarding the Common toolbar options, Please refer to the Ribbon Bar: Home Tab.

To access this ribbon bar tab

Click the Non-Reimb Expenses tab, then click the Non-Reimb Expenses tab in the Project Analyzer ribbon bar.