Log in to the HTML5 client.
Select the Projects Center workspace and open the Project Card.
Select the Gantt tab.
Select the task to which you want to add a Cost Transaction.
In the Task panel, click on the Transactions & Cost Items () tab.
In the Transactions & Cost Items tab, click on the NEW button available in the Transactions section, and select one of the following commands:
Create a Transaction – Opens the Transaction dialog box, allowing the user to define a new transaction for the selected task.
Create a Distributed Transaction – Opens the Distributed Transaction dialog box, allowing the user to define a new time-distributed transaction for the selected task.
Create Recurring Transactions – Opens the Insert Recurring Transaction dialog box, allowing the user to create several transactions at once.
Enter the needed information.
Close the dialog box.
A Transaction card is displayed in the Transactions & Cost Items tab.