Expense Tracking Overview

Yes, Project Insight lets you track non-labor project expenses, attach receipts, and submit Expense Reports for approval. Expenses help you capture costs like materials, travel, and purchases so your reporting reflects the full cost of project work.

Expenses track the non-labor costs of your project.

If your task is "purchase a server," someone will need to make the phone calls and schedule the delivery, but you can add the expense of the server directly to the task.

As you enter expense information, you can run reports and use those non-labor costs to give you the most accurate picture of project health and profitability.

Use Project Insight to record your expenses, add receipts, and submit your Expense Report.

What are the ways to enter expenses in Project Insight?

Like many features in Project Insight, you have MANY options to submit expenses. Find the method that you like the best and understand the following processes:

1. Expense Entry Worksheet
   • Common for adding multiple expenses at once or to edit your Expense Report before submission
2. Task Detail Screen Expenses
   • This method is similar to entering time on the task detail screen
3. Mobile App Expense Entry
   • Fill in some boxes and upload a photo of your receipt all in one step
   • This is TRUE real-time expense entry
   • As I sign my receipt, I take a photo on my phone and put it in Project Insight in less than a minute
4. Submit Expense Report
   • You want to be reimbursed, and your finance department wants to do their job too
   • Your Expense Report starts that process
5. Approve Expense Reports
   • Set up each resource’s approver and approve Expense Reports

How do I set up expenses in Project Insight?

Expense Settings - How do I set up expenses in Project Insight?

How do team members enter expenses?

Expense Entry for Team Members - Show Team Members how easy it is to enter their expenses

Need help? Get more support at projectinsight.com/support.