How to add an expenditure and track spendings of an Innovation Opportunity

Record an expense against an Innovation Opportunity and follow its spending against budget with the Budget card, chart and Spending History.

Each time you spend money on an opportunity, record it as a spending entry. The app adds it to the opportunity's total and updates the chart and portfolio totals.

Before you start

To see the Budget card, the opportunity must be in a portfolio other than Unassigned.
Set a budget first so you can compare spending against it. See How to make budget and spending updates for Innovation Opportunities.

Steps

Open the opportunity. In the Leader sidebar, click Innovation Opportunities and click its name.
In the Budget card, click Add spendings. You can also click Add spendings in the Spending History card.
Enter the amount in Spending.
Choose the Spending date.
Optionally, add a Description, such as "User interviews incentives".
Click Add spendings. You see "Opportunity was successfully updated."

Track spendings

Budget card: shows Allocated, Spent and Available, with a progress bar.
Chart: shows cumulative spending after each entry. Each point is labeled with the month, year and the start of the description.
Spending History: click it to see every entry in date order with its amount and description.
Portfolios: your spending also counts toward the portfolio's total and your personal or team total.

Tips

You can record only one entry per date for each opportunity. To log two expenses on the same day, combine them into one entry.
Enter amounts as you spend them. The app adds them up for you.