Project Management – Expenses

A feature of RapidStart CRM Project Management Addon is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project level.

Add Project Expense Budget and Expenses

On the Project form “📘 PROJECT SUMMARY” tab above, or the “💲PROJECT EXPENSES” tab below

Viewing Expenses

You can view Expenses in a couple of different ways

On the “💲PROJECT EXPENSES” tab of a Project Record. This is also where you would set or edit the Project’s Total “💲Expense Budget”

From “💲All Expenses” in the Sidebar. This displays all Active Expense records for all Active Projects.

Editing Project Time

You can open an Expense Record by clicking on “🏷️ Item” from either of the above views.

Here you can edit the “🏷️ Item”, “📋 Description” or “💲Cost”