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.
In the project, click on the Financials tab. There you will already find an Operational Expense Plan (OpEx, time recording) under Tracked. This plan is automatically created based on the tracked working times in the project and the group specified in the task or the group specified in the top position in the settings if there is no task reference in the time tracking entry.
If you want to create a new Operational Cost plan with manual items proceed as follows:
If you want to create a Capital Expenditure Plan (CapEx), follow these steps: