How to add Cost Items to a Project

Before being assigned to tasks, Cost Items must be added to the Project.

Warning

Only Cost Items that are part of the Project Team can be assigned to tasks.

  1. Log in to the HTML5 client.

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

  3. Select the Resources tab, Project Resources sub-tab.

  4. Select the Cost Items assignments sub-tab.

  5. Click on the New (NewProject) button to select the Organization branch to which the Cost Item is attached to. Then, select the Cost item in the list.

  6. The Cost Item card of the newly created Cost Item is added to the view.