This article covers the defining of a project level default expense work type option, which is based on the integration with Concur, the cloud-based travel and expense management third party system. Upon creating a new project, the project default expense work type is the system default work type. On copying a project, this value is also copied over.
All imported expenses are to use this work type to create a task for the respective project. If the task already exists for the project, it is to be used, otherwise a new task is to be created with the defined work type and the dates set to the project start and end dates.
Note: This option list is visible and available only with the Concur integration license having been activated.
Version note: The Concur integration is available as of Tenrox 2014 R3.
1. Access the Project Options tab
- Click Project List from the Icon Bar.
- From the Project List select the project you wish to edit.
- The Project edit page will be displayed with an open General tab. Click the Options tab located next to it.
2. Click Concur Work Type ellipsis
- Click Concur Work Type ellipsis.
3. Select a Work Type
- On the Work Type List page, select a default work type.
4. View the selection
- Upon the Work Defaults page automatically re-displaying, view the Expense Work Type box with the selection you just previously made.
5. Click Save
- Click Save.