How to create a Cost Transaction at the Task level

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Gantt tab.

  3. Select a project in the Project Data Selector.

  4. Select the task to which you want to add a Cost Transaction.

  5. In the Task panel, click on the Transactions & Cost Items (Cost) tab.

  6. In the Transactions & Cost Items tab, click on the NEW button available in the Transactions section, and select one of the following commands:

    1. Create a Transaction – Opens the Transaction dialog box, allowing the user to define a new transaction for the selected task.

    2. Create a Distributed Transaction – Opens the Distributed Transaction dialog box, allowing the user to define a new time-distributed transaction for the selected task.

    3. Create Recurring Transactions – Opens the Insert Recurring Transaction dialog box, allowing the user to create several transactions at once.

  7. Enter the needed information.

  8. Close the dialog box.

  9. A Transaction card is displayed in the Transactions & Cost Items tab.