As a PM, RM, I can download expenses

Project managers (PM), other managers (PMA, PMO, PfM, PgM), and also Resource Managers (RM), can download TMs’ expenses for the selected period at More … > EXPENSES > “download” icon [🡫]:

The downloaded file has one row per team member, day and assigned work package. Each row contains the following data:

• Team Member: Team Member’s name.
• Resource Type: Resource type can be employee or contractor.
• Business Unit: Business unit the project belongs to.
• Request Name, Project Name
• Project ID: Project identifier.
• Work Package: Work package team member has worked on.
• Date: Working day date.
• Amount: Expense amount in monetary units.
• Cost Category: Type of expense is a mandatory field.Functional Managers (FM) can set up cost categories for their business units at BU DATA. Some examples of cost categories are per diem, employee meal, customer meal, taxi, parking, lodging, mileage, flight, train, toll, etc.
• Seller
• Payment Method: Some examples are employee (cash), employee (card), company card, agency, restaurant checks, etc.
• Approval: Approval status can be “in progress”, “submitted”, “approved”, and “rejected”.
• Comments: Comments annotated by the team member.

Frequently Asked Questions

Who can download expense reports in PMPeople?

Project Managers, other managers (PMA, PMO, PfM, PgM), and Resource Managers can download team members’ expenses for a selected period.

What details are included in a downloaded expense report?

Each row includes team member info, work package, date, amount, cost category, seller, payment method, approval status, and comments.

Where is the download option for expenses located?

Go to More > EXPENSES and click the “download” icon to export the expense report.