Create Expenses Picklist

Fortix systems provide Picklists which are selection lists used to populate the Expenses data input field in Projects with one of a number of predefined values. This article explains how to create an Expenses Picklist.

Click Expenses tab under PROJECTS section in the Picklist page.

The Picklists – Expenses page opens with a list of Expenses. Click Add New to Add another Expenses.

The address bar link is : /?codelists&cl=expenses

Add the new Expenses, Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Expenses will be visible to. Refer article How to create a Profile. Only records belonging to the assigned Profile will see the Expenses.

Click SAVE to commit the changes to the system.

Expenses can be Edited by clicking on the underlined Expenses. Click Delete at the end of the row to Remove the Expenses.