Here is a description of the fields on an expense limitMaximum amount for an expense type on an expense line. or expense rateUsed on expenses with types such as mileages to calculate the expense amount..
Key: * – Mandatory.
| Field | Description | |
|---|---|---|
| Active | Indicates whether the expense limit or rate is in use. | |
| Amount | Amount of the limit or rate. | |
| Cascading | Indicates whether the expense limit or rate is to be applied to child regions, practices, projects or groups. | |
| Currency Effective Date | * | Date to use for the exchange rate when converting the currency on the expense limit or rate. |
| Description | Description of the expense limit or rate. | |
| End Date | The date on which the expense limit or rate ends. | |
| Region/Practice/Project/Group | The regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to apply the expense rate or limit to. | |
| Rate | Indicates whether the record is a rate or a limit. | |
| Rate Unit | Unit of measurement to use for an expense rate. | |
| Resource Role | The resource role to apply the expense limit or rate to. | |
| Start Date | The date on which the expense limit or rate starts. | |
| Type | Expense type to which the expense limit or rate is to be applied to. |
Related Concepts
Related Tasks
Setting up Expense Limits and Rates
Setting the Default Expense Type