How to create a Cost Transaction at the Task level

  1. Log in to the HTML5 client.

  2. Select the Projects Center workspace and open the Project Card.

  3. Select the Gantt tab.

  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.