You can enter financial details such as entering time and expenses relating to your work on an action, by clicking on 'Finance' tab in the action.

Project time recorded on this page will automatically populate your timesheet, which will need to be submitted to your manager for approval. For more information, refer to Time Keeping.

Expenses recorded on this page will automatically populate the Expense Schedule screen for the project and update the project financials. For more information, refer to Update Expense Schedule.

Time and expense information recorded on this page will also show on the financial records for the project. For more information, refer to Viewing Project Financial Information.

Initial estimates and current estimates display the estimated number of hours of work required on a task:

• The initial estimate is entered in the initiate screen for the financial task or the finance tab if it was not set up when the action was raised.
• The current estimate can be updated to provide an updated estimate as work is progressing.

  If the financial task has linked tasks (becomes a parent), the initial and current estimate will be overwritten with the rollup of numbers from the children tasks.

  

  Go to Navigating Project Actions Complete to complete the walkthrough.