Add and Manage Committed Expenditure Document Types

Committed Expenditure Document Type is a repository of possible Document Types which may be recorded as Committed Expenditures within a Financial Plan of a project.

To add a new committed expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Committed Expenditure Document Types.
   The Financial Committed Expenditure Document Types page is displayed.

3. Click Edit.

4. Click Add New.
   A new row is displayed below.

5. In the Name field, type the new committed expenditure document type.
6. In the Description field, type the description for the new document type.

7. Click Save.

 

To edit a committed expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Committed Expenditure Document Types.
   The Financial Committed Expenditure Document Types page is displayed.

3. Click Edit.

4. Double-click in the field required to edit.

5. Click Save.

 

To delete a committed expenditure document type

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Financial, click Committed Expenditure Document Types.
   The Financial Committed Expenditure Document Types page is displayed.

3. Click the Delete icon to delete the required document type.

4. Click Yes to confirm deleting the document type required.

5. The selected committed expenditure document type is deleted successfully.