Expense deployment models

  • 5 minutes

Project Operations supports the ability to process expenses. Expense processing occurs with or without projects by using a customizable workflow of policies, transaction categories, and approvals.

Project Operations includes two supported deployment models for expense:

  • Full - Full deployment is available for Project Operations for resource/non-stocked based scenarios or Project Operations for production order-based scenarios.

  • Basic - Basic deployment is available for Project Operations for resource/non-stocked based scenarios and Lite deployment – deal to proforma invoicing.

For more information, see Deployment types.

Full expense

Full expense deployment provides a complete policy enforcement that includes the ability to create policies, such as:

  • Expense category limits
  • Travel
  • Per diem
  • Credit card imports
  • Receipt optical character recognition

Basic expense

The Basic expense deployment scenario allows you to record basic expenses against a project.