Projects

Projects allow you to categorize expenses based on specific initiatives or undertakings within your organization. This helps you track how much is being spent on each project, making it easier to manage budgets and resources. 

Projects are especially useful in organizations where expenses are shared among multiple projects or departments, ensuring accurate cost allocation.  

How to View Your Projects

To view a list of your Projects in ExpensePoint, go to the Projects option from the Personal Settings navigation menu on the left side of the screen. 

The Personal Project Editor window will open, displaying a list of the Projects you have set up. 

From here, you will be able to create a project or delete a project.

Create a New Project

To create a project, click the Add button at the bottom of the Personal Project Editor window.

Enter the name of your new project and click Save. 

Once saved, it will appear in the Projects list view. 

Delete a Project 

To delete a project, select the project you wish to delete, then click on the Remove button at the bottom of the Personal Project Editor list.  

Note: If you are unable to delete a Project, contact your administrator to check your permissions. 

A confirmation window will pop up asking you to confirm this action. 

Click Yes to proceed with the deletion. Otherwise, click No or the X icon from the upper right of the screen to cancel.