Create tracked 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.

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 (OpEx) plan with manual items proceed as follows:

1. Under Financials, click Tracked and then click the three dots.
2. Click Add Operational Expenditure Plan (OpEx).
3. InLoox creates the plan, which you can rename.
4. Select the new plan and click New Line Item to create the individual items.
5. Alternatively, you can also copy and paste an existing item. Select the entry to be copied, click on the purple copy icon and then on the purple paste icon . This function has been available since InLoox 11.14 (September 2024).
6. Double-click to edit the individual data fields of the new item.
7. Or click on the edit icon (pen symbol) to open the side panel, where you can rename the line item, change the resource allocation, add a description, add documents, use the custom fields for budet line items, copy the link to this line item, delete the line item or close the side panel.

If you want to create a Capital Expenditure Plan (CapEx), follow these steps:

1. Under Financials, click Tracked and then click the three dots.
2. Click Add Capital Expenditure Plan (CapEx).
3. InLoox creates the plan, which you can rename.
4. Select the new plan and click New Line Item to create the individual items.
5. Alternatively, you can also copy and paste an existing item. Select the entry to be copied, click on the purple copy icon and then on the purple paste icon . This function has been available since InLoox 11.14 (September 2024).
6. Double-click to edit the individual data fields of the new item. 
7. Or click on the edit icon (pen symbol) to open the side panel, where you can rename the line item, change the resource allocation, add a description, add documents, use the custom fields for budet line items, copy the link to this line item, delete the line item or close the side panel.