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Plan for Contractors Using Subitems

Use Sub-Items to add granular plan details for an account

There are some fixed expenses that are specific to a month & account where additional detail is desired. For example, Contractor expenses planned by individual Contractor. 

To use Sub-Items to plan Contractor expenses by individual contractor, go to the right Department, locate the Contractor expense account and hover your mouse in the white space to the left of the account name to enable the context menu, then choose + Subitem.

Once the Subitem is added, populate the label and budget as needed. Repeat adding Subitems until all contractors have been incorporated into the plan.