Entering Time and Expenses Against a Milestone

Professional Services Cloud

To enter time against a milestoneClosed:

  1. Display the timecard that you want to enter against a milestone.
  2. Depending on your configuration, do one do the following:
  3. When you have finished editing the timecard save and submit it in the usual way. See Using Timecards.

To enter expenses against a milestone:

  1. Display the expense report that you want to log against a milestone.
  2. In the Project Information section, select the milestone that you want to log the expense report against from the Milestone drop-down list.
  3. When you have finished editing the expense reportClosed, save and submit it for approval in the usual way. See Creating and Submitting an Expense Report.