In this article, we’ll show you how to add custom expense types in Oracle’s Enterprise Planning and Budgeting Cloud Service (EPBCS) Projects module.  This can be helpful if you are interfacing Project Plan/Actuals data from another system (e.g., Oracle PPM); the external system may be using different expense types that you want to capture in the EPBCS Projects module.

Let’s get started…

Predefined Expense Types

The Projects module in EPBCS comes with certain predefined expense types.  These expense types are used to capture and plan project expenses.  To view the standard expense types available in EPBCS, navigate to:

Dimensions > Account > OPF_Total Expenses

Adding Custom Expense Types

You may want to add other expense types to suite your needs or the needs of your client.  Here’s how to do that:

1. Add a sibling to ‘OPF_Miscellaneous Expense’ and name it “OPC_Direct_Expenses”. This will allow us to group together any custom expenses that we define.  
2. Add children to the member we added in Step 1. For this example, we’ll add two members:  Custom Expense1 and Custom Expense2.

3. Refresh the database.

View Custom Expense Types in Expense Entry Form

Now, we need to check the Expense Forms to make sure we can see the custom expense types we just created.

Navigate to Projects > Expense > Direct Entry.

Click on the list of value (LOV) under Expense Type.  You should see your custom expense types in this list.

Congratulations!  Moving forward, you can plan and capture project expenses using custom expense types in the EPBCS Projects module.

As always, leave us a comment below with any questions you have about this process.  Also, if there is a specific topic that you would like to see featured on our blog, please let us know.  Thanks for joining us!