Create planned expenses in the project

TIP Please read the articles Financials - Project Expenses and Benefits at a Glance and Fundamental Data for Financial Plans before you start creating expense and benefits plans.

If you want to create a new Operational Expense Plan (OpEx, Planning) for your project, do the following:

1. In the project, click on the Financials tab. There you will already find an Operational Expense Plan (OpEx, Planning) under Planned.
2. Select this expense plan and click New Line Item. InLoox will now create a new expense entry based on the estimated effort of the task and the group specified in the task.
3. In the expense plan you can see the total amount of planned expenses, which updates automatically when you add a new item or when the effort estimate of the task or the group changes.

If you want to create a new Capital Expenditure Plan (CapEx) for your project, do the following:

1. Under Financials, click Planned and then click the three dots.
2. Click Add Capital Expenditures Plan (CapEx).
3. InLoox creates the expected Capital Expenditure Plan (CapEx), which you can rename.
4. Select the new Capital Expenditure Plan (CapEx) and click New Line Item to create the individual items.
5. Double-click to edit the individual data fields of the new item.