Ribbon Bar: Reimb Expenses Tab

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

Some options available on the Reimb Consultants 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.


How to access this ribbon bar tab

On the Project Analyzer ribbon, click the Reimb Expenses tab, then click the Reimb Expenses tab.


Reimb Expenses

Item Description
Import from Financials (only available when Active Projects is selected in the project list) Opens theImport 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 - Reimbursable Expense Detail dialog box. It displays detailed accounting records for reimbursable consultants and expenses on the project. The information comes from the financial system and is read-only.

Common

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